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Littlebird tracks every client's documents, questions, and prior-year details -- so tax season runs on process instead of panic.
Season after season it's the same film: clients send documents in four batches across two months, the organizer questions go unanswered, and prior-year details get re-asked because nobody can find last year's notes.
Littlebird keeps every client's file alive year-round. What they've sent, what's missing, what last year's return included, and which questions are still open. The chase becomes a checklist that maintains itself.
What arrived, what's outstanding, and when you last asked. The chase list is always current.
Their carryforwards, their entities, their quirks. This year's prep starts from last year's knowledge.
What's unanswered across the whole client list, sortable by urgency. Nobody's email sits for a week in March.
Document requests, status updates, and filing confirmations with each client's specifics included.
A real prompt — typed exactly the way you’d say it.
Which clients still haven't sent their K-1s, and what entity structure did we set up for the Garcia account last year?
Connect the tools this work lives in — each one unlocks more Littlebird can find and do.
It reads whatever tax prep platform is on your screen, so returns and workpapers become context without changing your workflow.
There's a free Basic tier. Plus costs $17 per month on an annual plan or $20 month to month, with 14 days of trial included.
Littlebird is certified to SOC 2 standards and complies with GDPR and CCPA. Your clients' data is never sold, never used for training, and deletable at any time.
Meeting Notes captures calls with no bot present and supports over 10 languages.
Not yet -- Mac only. The Windows waitlist is open and we'll notify you at launch.
More roles Littlebird works for.
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