Professions / Tax preparers
Run your tax practice from day one
Individual and small-business returns prepared from the documents clients upload, with a plain-language summary.
Illustrative: a proposed service, not a client record.
Who you would serve
- Households with several income sources
- Freelancers and sole proprietors
- Small businesses
What you would deliver
- A document checklist per client
- Organized income and deduction schedules
- A summary letter explaining the return
What agents do today
No prebuilt workflow covers this work yet. The general agent drafts, edits and reviews any document today; a workflow built from your method is coming.
SummarizeSummarize what is in this workspaceLive
OutlineDraft an outline for a new documentLive
ProofreadProofread the documents and list the issues you findLive
A tax preparer workflowBuilt from your method: the steps of your tax practice, from intake to deliveryComing
Start with a practice map
Before you commit to anything, get a written plan for running your practice on mydocly, and decide from there.
- Your services, restated as workflows from first contact to delivery
- Which steps agents can do today, and which are coming
- What your client app would look like on your domain
- What you would still do yourself, and why
- A recommended first step, and what could change it
Other professions
All professions- TranslatorsContract and certified document translation, delivered as a reviewed, formatted file with a glossary.General agent · workflow coming
- Grant writersGrant applications drafted against each funder's guidelines, from needs statement to budget narrative.General agent · workflow coming
- Business plan consultantsBusiness plans and loan applications built from the owner's numbers, market research and goals.General agent · workflow coming
Open your practice on day one
Book a 30-minute call. We'll map your work to agents and show you your app.