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Paloma
AI client intake and document collection for tax firms
Paloma helps small tax firms stop chasing client documents. Clients finish intake from one link on their phone, Paloma reads every W-2, 1099 and K-1 they upload, reminds them about anything missing, and builds a prep ready workpaper with each number linked to its source. Priced per firm, not per seat, from $65 a month for new firms.
Hi Product Hunt! I'm Abby, cofounder of Paloma. We started building it after watching small tax firms spend more time chasing client documents than preparing returns. Paloma sends clients one link to finish intake on their phone, reads every document they upload, and builds a prep ready workpaper with each number linked to its source. It's priced per firm, not per seat, so it doesn't get more expensive every time you hire for tax season. I'd love to hear what you think, especially if you run or work at a tax firm!
About Paloma on Product Hunt
“AI client intake and document collection for tax firms”
Paloma was submitted on Product Hunt and earned 2 upvotes and 1 comments, placing #155 on the daily leaderboard. Paloma helps small tax firms stop chasing client documents. Clients finish intake from one link on their phone, Paloma reads every W-2, 1099 and K-1 they upload, reminds them about anything missing, and builds a prep ready workpaper with each number linked to its source. Priced per firm, not per seat, from $65 a month for new firms.
On the analytics side, Paloma competes within Productivity, Artificial Intelligence and Accounting — topics that collectively have 1.1M followers on Product Hunt. The dashboard above tracks how Paloma performed against the three products that launched closest to it on the same day.
Who hunted Paloma?
Paloma was hunted by Abby Melby. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
For a complete overview of Paloma including community comment highlights and product details, visit the product overview.
Abby Melby
Hi Product Hunt! I'm Abby, cofounder of Paloma. We started building it after watching small tax firms spend more time chasing client documents than preparing returns. Paloma sends clients one link to finish intake on their phone, reads every document they upload, and builds a prep ready workpaper with each number linked to its source. It's priced per firm, not per seat, so it doesn't get more expensive every time you hire for tax season. I'd love to hear what you think, especially if you run or work at a tax firm!