WAIVE YOUR $995 SETUP FEE, OFFER ENDS DECEMBER 15TH.

Your 24/7 AI Assistant for

Tax Season Is Here.

Stop chasing documents and answering repetitive calls. FlightSuite.ai handles the client chaos so your team can focus on billable work. We handle the entire setup for you.

Trusted by leading CPA firms & integrates seamlessly with:

Is This Your Firm During Tax Season?

Endless Phone Calls
Chasing Documents
Staff Burnout.

Most firms are “Avoidant CRMs” — software exists, but clients still get chased manually.

AI Follow-Up & Status Tracking

ReturnReady™ follows up like a real front-desk assistant. ReturnReady™ prompts clients until documents are submitted.

Smart SMS reminders
Optional AI phone call & voicemail

You move from avoidant CRM behavior to secure, consistent client follow-up.

Activate What You Already Have

ReturnReady™ integrates with your current tools. No portal migration, no retraining, no workflow overhaul.

Works with TaxDome, Canopy, Drake, GHL + more
No new system for clients to learn

Don’t replace tools. Make them finally behave like the supportive partner they were meant to be.

How ReturnReady™ Works

AI intake → checklist → reminders → docs submitted → pipeline updated

Automate the entire intake & document chase process

ReturnReady™ handles the messy part of tax season. Getting clients ready and organized before they ever hit your portal.

✔️ Simple SMS intake replaces back-and-forth calls & emails

✔️ Auto-generate the correct tax checklist

✔️ Remind clients (SMS + optional voice)

✔️ Update your CRM for you so your pipeline stays clean without manual work

Real-Time Visibility Into Client Progress

Know exactly where every client stands, without checking emails or chasing updates.

✔️ See which clients still owe documents

✔️ Track progress automatically

✔️ Spot bottlenecks instantly. Know who's stuck so no file falls through the cracks

Track Every Client’s Progress in One Place

Stay on top of every file with real-time statuses — no spreadsheets, no inbox digging, no guessing.

✔️ See document progress for every client

✔️ Identify stalled files instantly

✔️ Give your team perfect visibility. Everyone knows what’s ready, what’s waiting, and what needs a nudge

Trusted by Modern Accounting Firms

★ ★ ★ ★ ★

"ReturnReady™ cut our document chase time by 70%. Clients respond faster, and our team no longer has to follow up manually.”

Amyra Khan

CPA & Managing Partner

★ ★ ★ ★ ★

“Before this, we tracked intake in spreadsheets. Now the pipeline updates itself. It's like having a tax-season assistant working 24/7.”

Mark Santiago

Tax Firm Owner

★ ★ ★ ★ ★

“The personalized checklists are huge. Clients only see what applies to them, less confusion, fewer emails, faster docs."

Kaden Scott

Jillian R., EA & Senior Tax Advisor

★ ★ ★ ★ ★

“We used portals for years, but clients would stall before uploading. ReturnReady™ bridges that gap. Our portal adoption doubled.”

Orlando Rark

Marcus L., CPA

★ ★ ★ ★ ★

“The system texts clients when they forget something. I haven’t manually chased a document in weeks.”

Drew Anoy

Tyler K., Tax Manager

★ ★ ★ ★ ★

“More organized files, fewer bottlenecks, and my team starts every call already knowing the client’s situation.”

Shiri John

Priya P., Accounting Firm Partner

Haydn Flores, Viking Merger & Acquisitions

Simple, Transparent Firm Pricing

AI Intake & Document Automation for Tax Firms

Setup & White-Glove Buildout

$995

/One Time

Waived for firms that join by Dec 15.

Portal & pipeline configuration

Monthly Pricing

$395

/Office

Unlimited staff & clients.

No contracts. Cancel anytime.

Save on Annual Discount

$3,950

/Office

Get 2 months free. Priority onboarding & support included.

Meet Your Tax Automation Team

Fitz Light

Founder & CEO

Amanda Smith

Manager

Tom Fella

Junior Assistant

Frequently Asked Questions

Whether you’re curious about features, pricing, or setup, we’ve got you covered.

Do I have to switch portals or CRMs to use ReturnReady™?

No. ReturnReady works with your existing systems: TaxDome, Canopy, Drake, ProConnect, Liscio, or GHL. You don’t replace software. You unlock the automation you paid for.

Will my clients still upload documents through my current portal?

Yes. ReturnReady preps clients before they enter the portal:

-Collects intake answers

-Generates the correct checklist

-Sends follow-ups until files are submitted

Your portal remains the storage system. ReturnReady drives action.

Does this give tax advice or answer tax questions?

No. ReturnReady is not a tax advisor. It handles client intake, document collection, reminders, and communication and escalates tax questions to your team.

Is this secure and compliant?

Yes. ReturnReady uses encrypted communication, secure portals, and follows strict data-handling policies. Clients only upload sensitive documents to your secure portal. Never in chat.

Do I need to set anything up myself?

No. Onboarding is done-for-you. We configure:

-Your intake workflow

-Smart document checklist logic

-CRM pipeline & tags

-Follow-up sequences

-AI communication tone

You get a turnkey system tailored to your firm.

How is pricing structured?

Pricing is per office, not per user. You get unlimited staff & unlimited clients. Setup fee is waived for firms joining before Dec 15. Annual plans include ~2 months free.