Document collection for US CPA firms
One Cubby per document.
Nothing else fits.
A white-label document portal for your firm. Each client gets one box per tax document, and Cubby refuses the wrong file the moment it lands, instead of your staff finding it in April.
The problem, measured
It isn’t a small annoyance. It’s the profession’s single largest operational cost.
50%
of accounting firms name late or unprepared clients a top-five challenge
Wolters Kluwer, n=1,445
9.3 hrs
per week, per professional, on client back-and-forth: 446 hours a year
CPA Practice Advisor, n=240
88M
returns a year go through a paid preparer. Every one starts with a document chase
IRS, 2025 season
12.1%
of all individual returns get pushed to an October extension
IRS, 2025
$53,088
FTC civil penalty per violation: a client emailing a W-2 photo is a compliance event
FTC, 2025
90%
of accountants report fatigue as a significant issue
Intuit, May 2026, n=725
And the profession has started saying it out loud
“Tax professionals spent less time applying technical expertise and more time resolving missing information.”
Scott Artman, CEO, National Association of Tax Professionals, May 2026
Much of that friction is preventable. The bottleneck isn’t the tax code; it’s the paperwork. That’s a software problem, and it’s the one Cubby solves.
The answer
Stop asking clients to upload files. Give every document its own box, and refuse anything that doesn’t belong in it.
- All 132 document types
- Instant validation on every cubby
- Fully white-labelled
- Email and a six-digit code: no app to install
What the client sees, branded as yours
One box per document.
You pick the documents from a library of 132 US tax document types, with the bank, account and entity on each. Your client sees one labelled box for each, on their phone or their computer, and a box turns green when its document is in.
The one moment the product is built around
Wrong box, caught instantly.
Your client drops a 1099-DIV into the 1099-INT box. Cubby says so on the spot, in a plain sentence, and points at the right box: one click moves it. If the client is sure, one click keeps it, and your preparer sees the flag. Nobody is ever blocked.
Your side, filing season live
The spreadsheet checklist, deleted.
Who is stuck, ranked by days without activity. Who never signed up. Which files need a look. Every file arrives already named the way your firm files them, and last year’s request rolls forward in one click.
No document leaves
No AI vendor, no outside classifier. Cubby reads the form number printed on the page, the way your staff would, and no client document is ever sent to a third party.
Last 4 digits only
Clients type their SSN into the page; only the last four digits are ever sent or kept.
Your firm, walled off
Every firm’s clients, files and settings are kept apart, and checked on every change we ship.
White-label, included at every tier
We build it. You own the relationship.
Your logo, your colours, your name on every page and every email your clients receive, set up in about 90 seconds. You write your own emails, word for word. One line in the footer stays ours.
Three tiers, billed annually
The price list.
Solo
$948
/year · $79/mo billed annually
- 1–2 seats
- 150 client checklists
- All 132 document types
- Instant validation on every cubby
- Firm logo and colours
$6.32 per client / year
Firm
$4,980
/year · $415/mo billed annually
- Unlimited seats
- 500 client checklists
- Full white-label: custom domain, branded sending address
- Wrong-file rejection and per-item reminders
- Prior-year rollforward
$9.96 – $12.45 per client / year
Multi-office
$15,600
/year · from 1,500 clients
- Everything in Firm
- Dedicated success manager and sandbox
- Per-office branding (coming)
- SSO / SAML and API access (coming)
- Custom document types (coming)
$10.40 per client / year
What firms pay today
$16.00
per client / year
Cubby Firm
$12.45
per client / year
Purpose-built tax document collection costs firms $16 per client per year on average, and up to $45 at the top of the market. Most of it is billed per return, so the bill grows with every client you win. Generic client portals cost $3–13 but don’t check a single document. Cubby is a flat price with unlimited seats: if you pay per return today, you’re likely paying too much.
Market figures observed August 2026 on public vendor pricing pages and G2, for a 5-person firm with 400 individual clients, billed annually. Every portal at every tier carries “Powered by Cubby, LLC” in the footer. Overage: $12 per client above the cap. Multi-year: 2 years −5%, 3 years −10%. No implementation fee. No monthly plan.
Ready before February. Every box in its place.
See it on your own firm’s name in a 20-minute demo.