The Tax Center gives every tax client its own document checklist inside CoController. Start a chase from any missing item and CoController follows up by email on day 0, day 3 and day 7 — and escalates to your decision queue when a client goes quiet.
Editorial note: this page was drafted with AI assistance, then reviewed, fact-checked, edited, and approved by the author. Product claims describe CoController AI as it works today.
Every client, every document, one list.
Polite nudges, three emails maximum.
Unanswered chases land in Needs-your-call.
Monthly only, no annual plan.
Extra tax clients $5/month each.
You start each chase with one click. The follow-up rhythm runs itself — and anything that stalls lands back in front of you.
Each tax client gets its own checklist of the documents you need to collect. As documents arrive, you tick them off — so what is still missing is obvious at a glance, for every client, all season.
Every pending checklist item has a Chase button. One click starts an email chase to that client for that document. Chase emails are sent by CoController AI from [email protected], with a footer noting they were sent by your accountant via CoController AI.
The first email goes out on day 0, with polite nudges on day 3 and day 7. Three emails maximum, never more often than one every three days. Pause a chase whenever a client is away, and a chase resolves when the document arrives.
If the third nudge goes unanswered, the chase moves into your Needs-your-call decision queue, marked client unresponsive — the same queue where the assistant parks anything that needs your judgment.
The Tax Seat is deliberately narrow: document collection for tax work, done properly.
A document checklist for every tax client. Tick off what has arrived; what is still missing is obvious at a glance.
One-click document chases from any pending checklist item, emailed by CoController AI from [email protected].
Chases that go unanswered after three emails move into your Needs-your-call decision queue — nothing goes quiet.
What the Tax Seat does not include: the Close Center modules — bank-feed coding, fixed assets, prepaids & accruals, AP bill coding and 1099 contractor review live on the Basic and Advanced plans. Documents are requested by chase email today; the standalone client upload portal (Document Collector) is in early access and is not part of the Tax Seat.
Already on Advanced? The Tax Center is already in your plan — you do not need a Tax Seat.
On its own with the Tax Seat, or as part of Advanced with the full Close Center.
The Tax Seat is a standalone plan that unlocks the Tax Center on its own — per-client tax checklists and document chases — without the rest of the Close Center. It is $60/month per login, and a login is one person's access.
Four tax clients are included with each Tax Seat login. If you need more, extra tax clients are $5/month each.
Yes. The Tax Seat is billed monthly and there is no annual version. Annual billing exists on the main Basic and Advanced plans, not on the Tax Seat.
No. The Tax Seat is the Tax Center only. Bank-feed coding, fixed assets, prepaids and accruals, AP bill coding, 1099 contractor review and the other close modules sit on the Basic and Advanced plans — and Advanced includes the Tax Center as well.
Start a chase from any pending item on a client's tax checklist. CoController AI emails the client from [email protected] on day 0, sends nudges on day 3 and day 7, and if the third email still goes unanswered the chase escalates to your Needs-your-call queue. You can pause or resolve a chase at any time, and a chase resolves when the document arrives.
Start with the Tax Seat — $60/month per login, monthly only, 4 tax clients included. Or take Advanced and get the Tax Center with the full Close Center.