Skip to main content

Capabilities

Powerful features built for tax professionals

From SMS uploads to AI classification — everything you need to streamline tax document collection in one platform.

Request a Demo Explore Features
01

Clients text docs — no app required

Other portals fail because clients won't download apps or remember passwords. Ella meets them where they are: their phone's camera and text messages. Documents get processed by AI automatically.

  • No app or portal download required
  • No username/password to remember
  • Works on any phone (smartphone or basic)
  • Documents still processed by AI classification
SMS messaging interface showing client sending tax document via text message
02

Turn garbage uploads into organized files

Clients send files named 'IMG_2847.jpg' or 'doc (3).pdf'. Ella's AI reads the content and renames each file with a structured pattern. Never rename a file manually again.

  • Pattern: 2024_FORM_1099_NEC_LeFamilyNailSpa_FionaPhsdam.pdf
  • Filters out irrelevant uploads (cat photos, duplicates)
  • Flags unknown documents for review
  • Searchable, consistent naming across entire firm
Client files view showing organized documents with structured naming convention
03

Instantly classify 89+ tax document types

Our AI engine identifies W-2s, 1099s, K-1s, bank statements, and 85+ other tax forms with 99% accuracy. No more manual sorting.

  • Classify documents in seconds, not hours
  • 99% accuracy rate with confidence scoring
  • Automatic flagging for manual review when needed
  • Continuous learning improves over time
Schedule C view showing classified income and expense data
04

Extract structured data automatically

OCR technology pulls key information from documents — income figures, employer details, dates, and more — into structured fields ready for your tax software.

  • Eliminate manual data entry
  • Extract W-2 boxes, 1099 fields, K-1 schedules
  • Export to CSV or integrate with tax prep software
  • Verify extracted data with side-by-side view
1099-NEC document with extracted data fields for verification
05

Passwordless client upload portal

Send clients a magic link. They upload documents securely without creating an account. No passwords, no friction — just drag, drop, done.

  • Zero-friction client experience
  • Secure magic link authentication
  • Mobile-friendly upload on any device
  • Automatic email notifications on upload
Client portal upload screen with tap to upload button
Business expense form with income and expenses
06

Role-based access and client assignments

Invite team members, assign clients to specific staff, and manage workload with role-based permissions. Admins control access, staff handle assigned cases.

  • Assign clients to specific staff members
  • Admin/Staff role permissions
  • Task queues and action items
  • Audit trail for compliance
Clients list view with team assignment management
07

Built-in voice calling and SMS

Call clients directly from your browser with Twilio WebRTC. Send SMS reminders, receive voicemails, and transcribe messages — all in one inbox.

  • Browser-based calling (no phone system needed)
  • SMS reminders for missing documents
  • Voicemail transcription with AI
  • Unified message inbox
Incoming call interface with accept and reject buttons

See Ella in action

Request a personalized demo and discover how Ella can transform your tax workflow.

Request a Demo

Click to connect with us on Facebook