An AI assistant for tax preparers
Forward the client's documents and Sauna sorts the W-2s, 1099s, and receipts, builds the organizer, and chases what's still outstanding — so busy season runs on a checklist, not your memory.
Sauna is an AI assistant for tax preparers that turns the document scramble of busy season into a tracked checklist. It sorts forwarded W-2s, 1099s, and receipts by form and tax year, builds the organizer, lists exactly what each client still owes, and chases the slow ones — so you spend the season preparing returns, not herding paperwork.
What it does
What Sauna does for tax preparers
- 01
Sort the document drop
Read a client's forwarded documents, identify each form by type and tax year, and file them into the right organizer slots — flagging anything illegible or for the wrong year.
- 02
Build the missing-items list
Compare what came in against last year's return and the client's checklist, and produce the list of documents still owed with a drafted request for each.
- 03
Chase the slow clients
Track which clients haven't returned their organizer or signed the engagement letter, and draft the polite, deadline-aware follow-up to each.
- 04
Prep-status digest
A recurring read of every return in progress — waiting on docs, ready to prep, ready to review, ready to file — so nothing stalls silently through the season.
Put Sauna to work on this.
Get started for freeIn context
Ask in chat. It does the work.
Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.
Try it
Ask in plain words
The literal prompt for this job. Open it in Sauna and it picks up from there.
“Sort this client's forwarded documents by form and tax year into their organizer, compare against last year's return, and draft an email listing exactly which documents they still need to send.”
Plugs into the tools you already run — and thousands more, or any MCP server.
What you get
A finished result, not a transcript.
Reports, drafts, and dashboards Sauna assembles from your live tools — kept current on its own.
Get the result, not the busywork.
Get started for freeGood to know
Questions, answered.
Does it file the return or give tax advice?
No. Sauna does the legwork — sorting documents, building the organizer, listing what's missing, chasing clients — and the preparation, the positions, and the filing stay yours.
Can it handle a whole client roster at once?
Yes. Point it at your client list and it tracks every return's status and drafts each follow-up, so you see the whole season on one screen.
Is my data safe?
Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.
Keep exploring
More ways teams use Sauna
Put Sauna to work for tax preparers.
Get started for free
