For the 2027 filing season

Bring one client in today. Start the season ahead.

Upload last year's return and Docenta reads it into a living record: the request list built, the 1040 drafted, your workpapers filled and the planning found. The keying, the chasing and the tie-out come off your desk, and every figure traces to the page it came from.

Try it on a client Watch the tour (2:50)

No keying from PDFs
Request lists from last year's file
Every figure traced to its box

Agents do the work. You sign it off.

Docenta at workOctober 2026

0:001:10

Illustrative. The firm, households and documents shown are fictional.

In the product

The work, up close.

The drafted Form 1040 with line 1a pinned: the two W-2s it adds, each with its source.

The return, drafted and traced.

Point at a line and it shows the boxes it stands on.

Line 1a · 168,065.00 · two W-2s, box 1

Captured from the running product. The clients are fictional.

What it saves

What comes off your desk.

The chore	Today	With Docenta
Keying figures	Typed from each W-2, 1099 and K-1	Read box by box, each figure citing its box
The request list	Rebuilt from a template each year	Rolled forward from last year's documents
Chasing documents	Reminder emails, one by one	Rounds drafted in your name; arrivals matched
Tying out workpapers	Ticked against the source by hand	Every cell traced to its fact, formulas live
The first 1040 draft	After the data entry is done	Drafted from the record, every line traced
Planning	When someone happens to notice	Every client screened against 18 strategies

A firm without a guide is a collection nobody can walk.

What a firm knows about a client lives in one partner’s head, one folder and last year’s file. Docenta keeps it in one record, so January does not start from zero.

The firm at work

One season, by the agents who did the work.

Reads every document into facts.
A partnership K-1, read box by box. Each figure becomes a fact in the client's record, and the box it came from is ringed on the page.
Schedule K-1 · pages 12 to 14 · 24 read
Asks for what is still missing.
This year's list, built from the documents the client sent last year, each named by payer and person. You approve it, the letter goes out in your name, and the chase follows up until everything is in.
12 still to come · round 1 sent
Drafts the federal 1040.
Computed from what the Vault holds and printed on the IRS form. Point at a line and it shows what it stands on, down to the box it was read from.
Line 1a · 168,065.00 · two W-2s, box 1
Finds the planning in the file.
Every client screened against a library of planning strategies on the figures the firm already holds. Each finding names its figures, its deadline and the section of the Code it rests on.
IRC § 219 · act by April 15, 2027
Fills your own workpapers.
The firm's own template, filled from accepted facts. Every cell traces to the fact it came from, and the formulas stay live.
45 of 71 cells tied to source
Reads the law and drafts the memo.
A position written against the Code itself, each citation resolved to the words it names, and held until a person confirms it.
5 authorities, each resolved to primary source

The Extractor

01 / 06

Captured from the running product. The clients are fictional.

The firm at work

One season, by the agents who did the work.

01The Extractor
Reads every document into facts.
A partnership K-1, read box by box. Each figure becomes a fact in the client's record, and the box it came from is ringed on the page.
Schedule K-1 · pages 12 to 14 · 24 read
02The Gatherer
Asks for what is still missing.
This year's list, built from the documents the client sent last year, each named by payer and person. You approve it, the letter goes out in your name, and the chase follows up until everything is in.
12 still to come · round 1 sent
03The Preparer
Drafts the federal 1040.
Computed from what the Vault holds and printed on the IRS form. Point at a line and it shows what it stands on, down to the box it was read from.
Line 1a · 168,065.00 · two W-2s, box 1
04The Planner
Finds the planning in the file.
Every client screened against a library of planning strategies on the figures the firm already holds. Each finding names its figures, its deadline and the section of the Code it rests on.
IRC § 219 · act by April 15, 2027
05The Assembler
Fills your own workpapers.
The firm's own template, filled from accepted facts. Every cell traces to the fact it came from, and the formulas stay live.
45 of 71 cells tied to source
06The Researcher
Reads the law and drafts the memo.
A position written against the Code itself, each citation resolved to the words it names, and held until a person confirms it.
5 authorities, each resolved to primary source

Priced on work delivered.

One Work Unit per piece of work finished.

A document read and structured
A bundle split into its forms, every figure addressed to the box it came from.
One Work Unit
A request cycle run
The list built, the ask sent in your voice, the chase rounds worked, the arrivals matched.
One Work Unit
A workpaper package assembled
Your own template filled from accepted facts, every line carrying its support.
One Work Unit
A Form 1040 drafted
The federal return computed from the record, every line traced, ready for your preparer to review.
One Work Unit

Counts who logged in, not what got done.

Our cost, not your unit. You never see one.

Set per firm, in writing, before anything is billed.

What Docenta handles.

By return

FormReturn	RecordClient record	OrganizerQuestionnaire	ListRequest list	ChaseChase	DraftDrafted return
1040	Yes	Yes	Yes	Yes	2025
1120-S	Yes	Yes	Yes	Yes	Not yet
1065	Yes	General	Not yet	Not yet	Not yet
1120	Yes	General	Not yet	Not yet	Not yet
1041	Yes	General	Not yet	Not yet	Not yet

Every return type keeps its record and reads its documents. Docenta never files.

Documents it reads

Family	Forms
Wages and income	W-2, W-2G, 1099-NEC, 1099-MISC, 1099-K, 1099-G, SSA-1099, RRB-1099, 1099-C, 1042-S
Brokerage	1099-INT, 1099-DIV, 1099-B, 1099-OID, 1099-DA; consolidated statements split by section
Retirement, HSA, education	1099-R, 5498, 1099-SA, 1099-Q, 1098-T, 1098-E
Home and health	1098, 1095-A, 1095-B, 1095-C
K-1s and K-3s	From 1065, 1120-S, 1041 and 8865; K-3s; 48 state versions
Prior returns	1040 with Schedules 1 to 3, A to E, SE, 8812; 1120-S; 4562, 8582, 8995, 8949
Foreign	8621, 926
Receipts and records	Charitable acknowledgments, property tax bills, daycare receipts, mileage logs, business ledgers, rental summaries

65 IRS forms and notices. PDF, Excel, CSV and phone photos; a bundle is split into its forms.

On the Form 1040 draft

Situation	Read	On the draft
Wages, interest, dividends	Yes	Yes
Brokerage sales, wash sales	Yes	Yes
Retirement and Social Security	Yes	Yes
Rentals and passive losses	Yes	Yes
Self-employment	Yes	Computed
Partnership K-1s, QBI	Yes	Yes
Child and dependent care credits	Yes	Yes
Marketplace coverage	Yes	Yes
Itemized deductions	Yes	Most
Estimated payments	Yes	Yes
S corporation and trust K-1s	Yes	Not yet
Education credits, HSAs	Yes	Not yet
Digital asset sales, Forms 8621 and 926	Yes	Not yet

Tax year 2025 now; 2026 when the IRS forms are final. Computed: on the return, with its schedule not yet printed.

Tax law held

Source	Held
Internal Revenue Code	55,710 passages, 1,852 sections
Treasury regulations	26,445 passages, 6,011 sections (8 September 2026)
IRB guidance since 2003	5,314 documents; 401 marked superseded
Not held yet	State law, case law, IRS publications

Every citation is checked against these words.

Two more

SOC 2: Not yet; we are working toward Type II. How data is isolated today is on the privacy page.
Today: Onboarding pilot firms for the 2027 season. What is not built yet is on the about page.
Training: Client data never trains a model, ours or the provider’s.

Try it on one client.

Tell us about your firm. We set it up and bring your first client in with you, ahead of the 2027 season.

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helio@startkicksales.com

Tell us the firm, roughly how many people, and what you do there.