SMS-First Document Collection
Automate tax document collection and classification in seconds
Ella transforms messy phone photos into organized, named files automatically. AI classification + auto-rename included.
Why CPAs Choose Ella
Your time is too valuable for document chaos
Stop chasing documents, stop manual data entry, stop the endless back-and-forth. Let AI handle the busywork so you can focus on what actually matters — serving your clients.
Clients Send Docs in Seconds
No app downloads. No portal logins. Clients simply text photos or click a passwordless link. Documents flow directly into Ella — even via MMS.
Chaos → Organized Instantly
"IMG_4827.jpg" becomes "2024_W2_Amazon_JohnSmith.pdf". AI classifies 89+ document types, auto-renames, and organizes everything by client and category.
Data Extracted, Ready for Entry
Stop squinting at blurry photos and typing manually. AI reads W-2s, 1099s, and more — extracting income, employer info, and tax details for one-click data entry.
Document chasing, manual downloads, and endless back-and-forth?
That's the old way. Ella automates it all so you can focus on advisory work that actually grows your firm.
See Ella in ActionCollection
Clients text docs, Ella handles the rest
No app downloads needed. Client texts a photo of their tax document — Ella receives it, classifies it, and auto-files it to the right client folder. It's that simple.
Ella
Tax Document Assistant
W2_photo.jpg
✓ Received! Processing your document...
Filed to
John Smith / W-2
Classification
Every document identified & renamed automatically
IMG_4827.jpg becomes 2024_W2_Amazon_JohnSmith.pdf. AI classifies 89+ document types instantly — no manual sorting, no guessing.
IMG_4827.jpg
→ 2024_W2_Amazon_JohnSmith.pdf
Extraction
Key data extracted, ready for entry
AI reads W-2s, 1099s and more — extracting income, employer info, and tax details automatically. No more squinting at blurry photos.
Employer Name
Amazon.com Services LLC
Wages, Tips, Compensation
$87,432.00
Federal Tax Withheld
$14,862.00
State Tax Withheld
$5,246.00
0+
Documents Processed
0+
Tax Firms
0%
Accuracy Rate
0%
Time Saved
Process
Three steps to organized tax season
Client Texts Photo
Client snaps a photo of their tax document and texts it to your firm's Ella number. No app required.
AI Classifies & Renames
Ella classifies the document, extracts data, and renames it: '2024_W2_Employer_ClientName.pdf'.
Review & Prepare
Your team reviews organized documents, completes the checklist, and prepares the return.
Testimonials
Trusted by tax professionals
“Ella cut our document collection time by 75%. Clients love the magic link portal.”
Tuyet Nguyen
CPA, Nguyen & Associates
“The AI classification is incredibly accurate. We barely need to manually review anymore.”
Nancy Nguyen
Tax Preparer, TaxPro Solutions
“Game changer for our firm. Team collaboration features keep everyone on the same page.”
Rebecca Martinez
Partner, Martinez Tax Group
Ready to transform your tax workflow?
Schedule a demo and see how Ella can save your team hours every week.
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