Works with Gmail, ChatGPT and Claude

Stop chasing documents. Start reviewing them.

Capsa reads last year's return, asks each client for exactly what's missing and sorts what comes back. Your team approves everything that goes out.

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Free for your whole team. No card needed.

Introducing Capsa

One list per client, instead of six places to look.

Without Capsa
Your season is spread across inboxes and a spreadsheet.
Requests live in email threads, texts and a tab someone updates by hand. You find out what's missing when you sit down to prepare.
With Capsa
Every client's documents in one place.
Each client gets a checklist from last year's return. Reminders go out on a schedule and stop when everything is in.
How it works

Capsa does the reading. You keep the final say.

Capsa reads returns, uploads and replies so your team doesn't have to. Anything it drafts or changes waits for a person, unless you decide otherwise.

01
Start from last year's return
Upload the 2025 return. Capsa lists every W-2, 1099, K-1 and 1098 it names, each linked to the page it came from.
02
Clients upload from their phone
Each client sees only their own list in plain language. They upload from their phone or say they don't have it this year.
03
You approve what goes out
Reminders, replies and document matches wait for your approval. Only a person presses Send.
Prior-year checklists

Last year's return already knows what you need.

Portals ask clients to know what to send, and they don't. The return does: every employer, payer, partnership and lender is on it. Pick a client and watch Capsa read it.

2025 Form 1040, Whitfield.pdfForm 10402025U.S. Individual Income Tax Return, Elena and Marcus Whitfield
1aWages from Form W-2Lumen Biotech Inc., Santa Clara Unified School District186,420
2bTaxable interestSchedule B: Chase Bank1,284
3bOrdinary dividendsSchedule B: Charles Schwab3,962
7Capital gain or lossSchedule D: Charles Schwab12,880
A 5bReal estate taxesSchedule A: Santa Clara County9,610
A 8aHome mortgage interestSchedule A: Wells Fargo Home Mortgage18,240
A 11Gifts to charitySchedule A, cash and check gifts4,150
2026 checklistFound 8
  • W-2 from Lumen Biotech Inc.p. 1
  • W-2 from Santa Clara Unified School Districtp. 1
  • 1099-INT from Chase BankSch. B
  • 1099-DIV from Charles SchwabSch. B
  • 1099-B from Charles SchwabSch. D
  • Property tax statement from Santa Clara CountySch. A
  • 1098 from Wells Fargo Home MortgageSch. A
  • Charitable receiptsSch. A
8 requests, each tied to the line it came from. Edit anything, then send it.Found 8 requests in Elena and Marcus Whitfield's 2025 return.Try it on your own clients
Client portal

A list your clients can actually finish.

Each client sees only their own list, in plain words. They upload from their phone or tell you they don't have something, and your team sees it the moment they do. Try it on Elena's phone.

Northgate Tax & AccountingHi ElenaWe have everything for your 2026 return. We'll take it from here.Documents8 of 8Everything is in. Thank you!Northgate will let you know if anything else comes up.
  • 1098 mortgage interest statement from Wells Fargo Home MortgageReceived
  • Property tax bill or receiptReceived
  • Receipts for charitable donationsYou don't have it. You said: “We didn't keep receipts this year.”
5 received earlier, including your W-2s
What Northgate seesElena and Marcus WhitfieldReady for prep
  • Reminders stopped on their own.now
  • Checklist complete. The Whitfields are ready for prep.now
  • Elena doesn't have the charity receipts: “We didn't keep receipts this year.”now
  • Maria confirmed the property tax bill.now
  • Elena uploaded her property tax bill. Capsa matched it for review.now
Everything is in. The one follow-up went out on its own.
Document inbox

Every upload sorted before you open it.

Capsa reads each file, names it by form, payer and year, and matches it to the checklist with the words it relied on. Wrong years, blurry photos and corrected forms are flagged for a person.

Elena's uploads5 files for her 2026 return
  • IMG_2231.jpgPhoto of a W-2
  • Schwab_1099_2026.pdfPDF from Schwab
  • W2_2025.pdfLast year’s W-2
  • IMG_4471.jpgBlurry photo
  • 1099-B_corrected.pdfCorrected 1099-B
Document inbox2 of 8 received, 3 to confirm
  • EW1099-B, Charles Schwab, 2026Matches 1099-B from Charles Schwab. Page 1, the “Corrected” box is checked.Corrected formMatched91%
  • EWNot sure yetThe payer and amounts are too blurry to read. Flagged for a person.Hard to read41%
  • EWW-2, Santa Clara Unified School District, 2025Page 1 says 2025. The checklist is for 2026. Flagged for a person.Wrong tax year97%
  • EW1099-DIV, Charles Schwab, 2026Matches 1099-DIV from Charles Schwab. Page 2, “Total ordinary dividends”Matched93%
  • EWW-2, Lumen Biotech Inc., 2026Matches W-2 from Lumen Biotech Inc. Page 1, “Employer: Lumen Biotech Inc.”Matched96%
3 matched for review, 2 flagged for a person.
One client's season

Request on day 0. Ready for prep on day 11.

Follow the Whitfields from last year's return to a filed package. Capsa does the reading and the chasing on your cadence; Maria and Daniel only make the calls.

Feb 2, day 0. 0 of 8 received. Requested.
Feb 2Day 0, step 1 of 5Last year’s return becomes this year’s listCapsa reads the Whitfields’ 2025 return and lists the eight forms it names, each linked to its page. Maria sends the request in one click.
The Whitfields' season, start to finishOne example client. Every firm's season has its own numbers.
11daysfrom request to ready for prep
1remindersent by the cadence, on its own
0emailswritten by hand
3clicksof review, all with evidence
Start your season free

Free for your whole team. No card needed.

Agent

Ask in plain words. Capsa does the legwork.

Press ⌘J on any page and ask. The agent reads your clients, checklists and connected apps, shows each step and asks before it sends or changes anything. Pick a question to see it work.

AgentAsk for approval
Ask about any clientIt reads your clients, checklists and connected apps, shows its steps and asks before anything goes out.
Try asking

The same agent works from ChatGPT and Claude through Capsa's MCP server. Anything they change waits for your approval in Capsa.

Privacy and control

Your agent only does what you allow.

Pick how much the agent may do on its own, then narrow it for each connected app. Nothing reaches a client unless a person sends it, or you have decided it can.

Agent mode

Asks before every change.

  • Write a reply draft for Jordan PhamWrite draftsWaits for you
  • Mark the Whitfields' 1099-B as receivedUpdate client recordsWaits for you
  • Send 4 reminders about missing 1098sSend messages and emailsWaits for you
  • Remove a duplicate uploadRemove or rejectWaits for you
  • Add a client meeting to Google CalendarChange other appsWaits for you
  • Always waits for a person
  • Accept a document matchAccept AI suggestionsWaits for you
  • Change Elena's email addressTeam and client contactsWaits for you

None of these 7 run on their own. Every change waits for you.

Reading connected apps is on in every mode, and each app can turn it off. Owners set the highest mode the rest of the team can choose.

A log of everything
Every view, upload, approval and message, by a person or the agent.
Consent before AI
Clients sign the engagement letter and Section 7216 consent first.
  • Off, Ask or Allow for each app
  • Required two-factor sign-in
  • Session timeouts
  • WISP checklist
  • Retention rules
  • Owner-set agent limits
Integrations

Works with the apps your firm already uses.

Connect Gmail, Outlook, Drive and the rest with your own account. Use Capsa from ChatGPT and Claude, with every change waiting for your approval.

  • ChatGPT
  • Claude
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Docs
  • Google Sheets
  • Outlook
  • Slack
  • Microsoft Teams
  • Notion
  • Dropbox
  • HubSpot
CapsaWho's ready for prep?Harbor Point Dental PC and Rosa Delgado. Both packages are ready to download.
ChatGPTDraft a status note for Rosa DelgadoQueued a draft for your approval in Capsa.
ClaudeSummarize this week's uploads31 uploads, 27 matched, 4 waiting for review.
Ready for prep

A package filed in the order you enter it.

When a client's list is complete, Capsa renames every document and files it in your tax software's order, with an index of what came in and what wasn't needed.

Whitfield 2026 package.zipIndex PDF included01General (screens 1 and 2)02IncomeW-2, Lumen Biotech Inc.pdfW-2, Santa Clara Unified School District.pdf1099-INT, Chase Bank.pdf1099-DIV, Charles Schwab.pdf03Schedules C, E, and F04Adjustments, deductions, and credits05Prior-year return
The details

Small things you'll use every day.

Capsa is built for people who live in their client list in March, so the parts you touch a hundred times a day are fast.

A key for everything
Search, jump to a client or run any action without the mouse. Press ? to see them all.
Commands on every page
Each page adds its own actions to the command bar, from sending a request to assigning a client.
Your season

Put in your own numbers. See what Capsa takes over.

An estimate for your firm, from your client count and how you chase documents today.

Your seasonMove the sliders to match your firm.
Clients this season
Documents per client
Reminders you send each client by hand
Minutes to write each reminder
Minutes to rename and file each upload
What Capsa takes over62hours backBefore review time. About 8 working days in your busiest months.
360Reminders sent on your cadence960Uploads read, named and matched120Checklists built from last year's returns

An estimate from your numbers above, not a promise. Each reminder lists that client's missing items and stops when their checklist is complete. A person still confirms every document match and anything the agent drafts.

Start free with your 120 clientsFree for your whole team.

Questions before you start.

Didn't find yours? Email the founders.

Your next season, in one place.

Start for free