We collect client documents for you.
Automated multilingual reminders. Centralized tracking. No staff time wasted chasing.
The chasing just stopped. The documents come in. Nobody on our team has to ask twice.
How ClearSky Document Collection Runs on Autopilot.
ClearSky Tax in Westbury, NY spent hours every season chasing missing documents. Calls, texts, emails. All manual busywork pulling staff away from real client work.
After implementing Narrowpath, document collection became fully automated. Clients get multilingual reminders on schedule. The system follows up until documents arrive. Staff doesn't touch it.
"The chasing just stopped. The documents come in. Nobody on our team has to ask twice."Read the full case study
TaxDome failed to collect documents for you.
Most firms reading this already bought a system that was supposed to fix this. TaxDome, Canopy, Karbon. The platforms store documents. They have workflow features on paper. But the workflows still require your staff to configure them, manage them, and follow up by hand when clients don't respond.
"The platforms were built to be practice management. They were never built to be document collection engines. So your team is still doing the hardest part. Following up."
What this is actually costing you:
These hours don't include the clients who go elsewhere because their refund-advance neighbor moved faster. Or the Sunday-night texts you send yourself to keep things from slipping. The real cost is bigger than the labor line.
Narrowpath does the part those platforms claim to do but do not actually do.
Automated document collection, end to end.
Watch how Narrowpath replaces manual follow-up with a fully automated system that runs without staff intervention.
Your clients get reminders. Your team gets their time back.
Keep your platform. Narrowpath chases and retrieves documents for you.
Narrowpath sits on top of whatever practice management system you already use. TaxDome, Canopy, Karbon, Drake, ProSeries, Lacerte. Even just a spreadsheet.
We don't replace your stack. We add the missing piece. The chasing layer that runs in the background while your team works inside the platform they already know.
Your firm keeps everything you've paid for. Your staff keeps the workflows they're trained on. We just stop them from being the engine that runs the chasing.
sits on top of
your existing practice management
We dominate one workflow.
We install a document collection system that tracks every deadline, follows up with every client in their preferred language, and shows your staff exactly who's outstanding. You upload your client list. We do the rest.
Multilingual reminders, automatically.
Each client gets messages in the language they actually speak. English, Spanish, Haitian Creole, Mandarin, others. Tagged once during onboarding, routed forever.
One dashboard. Live status.
Your staff sees every client, what stage they're in, what's overdue. No more digging through email threads or texting each other to ask who's been contacted.
Reminders that escalate.
Clients get a polite first nudge, a firmer second one, and a final notice if needed. Cadence stops the moment documents arrive. Nobody gets pestered. Nobody slips through.
Why our system succeeds when others fail.
Three things at once. Not one of them. All three.
Built for your firm, not a template.
TaxDome and Canopy hand you configuration screens and ask your team to build it. We do that work. We learn how your firm operates, understand your client mix, and design the cadence around your reality. When it goes live, it already belongs to your firm.
Your team learns one screen. Everything else runs in the background.
Your voice, your channels, your relationships.
Reminders go out from your firm's phone number in your tone, from your domain. Your clients see your firm, not a software vendor. The A2P registration is in your name.
We're designed to be invisible.
Installed by people, not just software.
We install the system, watch how your team actually uses it over two weeks, and stay available through your first peak season. The guarantee isn't a refund. It's our commitment to your success.
Most firms need us less each month. That's the whole point.
Two weeks to fully operational.
Foundation
We map your firm's workflow, document types, and client communication patterns. No generic templates. Everything is built around how your firm actually operates.
Build
We configure and test the full system. Automated reminders, escalation sequences, multilingual messaging, and a central dashboard your team can actually use.
Live
Fourteen days of supervised operation. We watch the system run alongside your team, make real-time adjustments, and ensure document collection is fully on autopilot before we step back.
Andrew Buffolino, Founder
I install every system personally for the first year of every firm we work with. Two weeks of build, fourteen days of supervised running, and direct access to me throughout your first peak season. As Narrowpath grows, that doesn't change. The install is the product.
The system works while you sleep. Never stress about a client deadline again.
Before Narrowpath
Staff spending hours a day manually chasing missing documents
No way to know who sent what without checking every file by hand
The same clients slipping through every season because no one followed up in time
After Narrowpath
The system sends reminders automatically until documents arrive — no staff input required
Every client's document status is visible in real time without anyone having to ask
Collection runs in the background. Your team focuses on actual tax work.
Most firms feel the difference by day seven.
No payment required up front. After the system works, then you pay.
We install the system and watch your firm use it for fourteen days. Payment only kicks in once your team is saving real hours and your clients are moving through the workflow. If it isn't working, you don't pay, and we keep working until it does.
Most software companies take your money upfront and disappear. We take ours only after the system proves itself.
Built for real tax firms that serve real clients in all languages.
We've proven the model at a Haitian-owned refund-advance firm with three languages, hundreds of clients, and a concentrated peak season. It works. Now we're scaling to firms with the same operational structure. Multilingual or English-speaking.
Hours per week your staff spends chasing documents during peak season
Small firm (under 200 clients)
Mid firm (200–800 clients)
Larger firm (800–1,500 clients)
Across a fourteen-week peak, that's seventy to one hundred forty hours of staff time on work that did not generate revenue.
If your team spent 5-10 hours a week chasing documents during peak season, that's 70-140 hours of staff time on work that didn't generate revenue. The next 8 decide whether next January looks the same or different.
Common questions.
Your firm will operate miles ahead of the competition two weeks from now.
Document collection is a solved problem. Most firms haven't solved it because the vendors who sell practice management software weren't built to run document collection, and most agencies don't know what document collection actually means at the operational level. We do.
Discovery calls are forty-five minutes. We tell you whether Narrowpath fits your firm before we tell you anything else.