For tax professionals · Founding pilot
Non-filer cases arrive ready, not in a shoebox
CaughtUp is the document-readiness layer for multi-year catch-up work. Your client's IRS transcripts and scattered records become a per-year, gap-checked case file, before your engagement clock starts.
1. Transcripts in
Your client pulls their own Wage & Income and Account transcripts from IRS.gov. CaughtUp reads them in the browser, nothing is retyped, nothing is guessed.
2. Per-year inventory
Every IRS-reported W-2, 1099, 1098, and 5498 lands on a per-year board. Unfiled years are flagged from the account transcript, not from the client's memory.
3. Guided gap chase
The gap between what the IRS has and what the client holds becomes a source-by-source recovery checklist. The client does the chasing, guided, before your staff spends a minute on it.
4. Preparer-ready handoff
You receive a structured, year-by-year case file, up to seven years, ready to drop into your existing tax software and workflow.
Readiness, not preparation
CaughtUp never prepares, signs, transmits, or files a return, and never gives tax advice. It does the part that eats your margin, document discovery, transcript reconciliation, and the missing-record chase, and stops at a clean handoff. Professional judgment stays where it belongs: with you.
Fall 2026 founding pilot
$299per client case · up to 7 years of history
- Two partner firms, 25–50 cases total, 90 days
- Weekly feedback loop directly with the founder
- We instrument every case, time to readiness, first-appointment completeness, transcript match rate, and you see the numbers
- Pilot pricing locked for your first year after launch