The operations app for accounting firms who still chase clients for documents in email and WhatsApp.
Send a request to your client once — Inistate collects the document, files it against the right job, chases anything missing, and routes it for review. Start with client document collection. Add onboarding, tax season tracking, and approvals when you’re ready.
Free forever for small teams. No credit card required.
From a request to a filed, reviewed document
You don’t chase clients. Inistate does. You see what’s in, what’s missing, and what’s ready to review — per client, per job, all year round.
Why tax season feels broken every year
If you serve more than ten clients, you have lived every one of these — last quarter.
You chase clients, not work
Half your week is spent emailing “just following up on the bank statements” instead of doing the actual accounting.
Documents live in inboxes
Email attachments, WhatsApp scans, Dropbox links. When the audit arrives, you spend a day reconstructing the file.
Status lives in spreadsheets
One tracker per partner. Out of date by Wednesday. Nobody knows which clients are at risk of missing a deadline.
Approvals are silent
The partner signed off — or did they? Without an audit trail, you find out only when something goes wrong.
What Inistate gives your firm instead
One document collection workflow per client. One audit trail per job. From request to filed, nothing on you to remember.
Self-serve client upload
Clients upload from any phone or browser. No login wrangling, no “can you resend the link” emails.
Checklists that don’t lose items
Every required document is a tracked job item. When it’s missing, Inistate knows. When it’s in, the reviewer is paged.
Automatic chase-ups
Inistate reminds the client politely on your behalf. You stop being the bad cop. The work moves.
Reviewer and partner approval
Associate reviews, partner signs off — on the same form, with the audit trail captured automatically. Same workflow every year.
One dashboard, every client
Tax season at a glance: who’s complete, who’s waiting on what, who’s at risk. Partner-grade visibility.
Audit-ready, by default
Every action timestamped. Every approval recorded. ISO/IEC 27001-grade record-keeping with no extra effort.
Start with document collection. Add the next when you’re ready.
Get clients delivering documents on time first — that’s where the season backs up. When your team is ready, the same engine runs your onboarding, tax-season tracking, partner approvals, and compliance reporting on the same audit trail.
Audit-grade by default — ISO/IEC 27001 certified.
Build your first client checklist
Free forever for small teams. Bring one client, one engagement, and your laptop. We’ll handle the setup.