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Paloma

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(1)0.0/5

Paloma is AI client intake, document collection and tax prep software for small and new accounting firms. Clients finish custom intake forms from one secure link on their phone, with no portal login. Every answer adds the right documents to their checklist, and Paloma reminds them about anything still missing, from your firm's own email address. When documents arrive, Paloma reads W-2s, 1099s, K-1s and more, files them into an organized folder, and builds a prep ready workpaper where every number links back to its source page. Returning clients get a short "what changed" form built from last year's return instead of a full organizer. Finished returns go back through secure delivery with e-signature on authorization forms. Paloma works alongside the tax software you already use (Drake, UltraTax, Lacerte and others) and connects to Google Workspace, Microsoft 365 and QuickBooks. Pricing is per firm, not per seat, starting at $65 a month for firms in their first two years. SOC 2 Type 1.

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