Tax preparers track what each client has sent and what's missing

Littlebird remembers client email, calls and your screen, so documents, open questions and past notes stay easy to find

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Which clients still haven't sent their K-1s, and what entity structure did we set up for Tailfeather Studio last year?

Worked for 3 steps

Three clients still haven't sent K-1s: Quinn, Taylor and Sam Ortiz. For Tailfeather Studio, last year's notes show an S corporation with two shareholders and a separate LLC that holds the studio lease.

Each client's details carry over from season to season

Tax season has a familiar shape: documents arrive in batches over several weeks, organizer questions wait for answers and details from past years come up again. Keeping each client's file straight is much of the work.

Littlebird remembers the email you connect, the calls you take on your computer and the returns and workpapers you open. Ask what a client has sent or what's still missing, and Littlebird drafts the request. It gives no tax advice, and you prepare and file every return.

What Littlebird does for you

It works from your meetings, email and the work on your screen, and you stay in charge of what goes out

Track each client's documents

Ask what a client has sent, what's still outstanding and when you last asked, and Littlebird answers from your email and the files you've opened.

Recall details from past seasons

Ask about a client's entities, carryforwards or last season's open questions, and Littlebird answers from the returns, notes and email you've worked with.

Work through open client questions

Each weekday morning, a routine lists the client questions still waiting on you, drawn from your email and calls. It runs on schedule, even while your laptop is closed.

Draft document requests and updates

Ask for a document request or a status update, and Littlebird drafts it in Gmail or Outlook with each client's specifics. You review it and send it yourself.

Littlebird works with the tools you already use

Connect your email, calendar and files on every plan, including the free one

Littlebird also remembers what you see in any app on your Mac or Windows computer.

Integrations

Private by default

Littlebird never sells your data or trains models on it, and neither do its AI providers

You choose what it sees

Pause capture anytime, keep apps and websites out, and delete your data whenever you like.

Private until you share

Your chats, meeting notes and memory stay private to you unless you choose to share them.

Encrypted in the cloud

Data is encrypted at rest with AES-256 and in transit with TLS 1.3, and hosted on AWS in the United States.

Audited security

Littlebird is SOC 2 Type II audited, and HIPAA is available with a signed BAA.

Visit the Trust Center Read how we handle your data

Frequently asked questions

Does Littlebird give tax advice?

No. Littlebird remembers what clients sent and said, answers from your own email, calls and files, and drafts messages for you to review. You prepare each return and make every tax decision.

Does Littlebird work with my tax software?

Littlebird remembers what you see in any app on your Mac or Windows computer, including your tax software and client portal, so returns and workpapers become context you can ask about. You can also connect Gmail, Google Calendar, Google Drive, Outlook and Dropbox on every plan, including the free one.

Does a bot join my client meetings?

No. Littlebird takes notes from your computer's audio, so no bot joins the call and it works with the meeting app you already use. It takes notes on calls you take on your computer. Let clients know you're taking notes, as your firm's policy and local law require.

Is taxpayer data protected?

Littlebird never sells your data or trains models on it, and neither do its AI providers. It's SOC 2 Type II audited, your chats and notes stay private to you unless you share them, and you can pause capture, keep apps out or delete your data at any time.