Industries

Client work moves when the missing pieces arrive.

Apraxo is being built around one repeatable job: request the right information, help clients send it, and give teams a clear place to review it. Tax and accounting come first; the industries below are future directions.

Request tax pilot access ↗See future industries ↓

01 / Pilot focus

Tax & accounting firms

Our first pilot is for small tax and accounting firms collecting client documents and answers. A client could move through one guided checklist while staff see what is missing, received, or ready to review.

For example, a tax-return request may call for a prior-year return, W-2s, an ID, and a 1099 only when it applies. The firm decides what each client needs; Apraxo is being designed to make that request and its progress easier to follow.

Explore tax pilot use cases →

WHERE IT STARTS

Tax return intakeCollect answers and documents before preparation begins.
New-client onboardingGather contact, entity, and prior-firm details in one request.
Recurring bookkeepingRequest missing records and resolve open questions each period.

Illustrative workflows for the upcoming pilot; availability and scope will be confirmed with selected firms.

After the tax pilot

More practices. The same need for clarity.

These industry packs are in Apraxo’s product plan. They are examples of how the approach could extend, not features available in the first pilot.

02 / PLANNED INDUSTRY PACK

Legal practices

Open a matter with the facts and documents your team needs, without reconstructing the story from an inbox.

A familiar bottleneck

A new client starts a matter but sends an ID, an old agreement, and key dates in separate messages. Staff must work out what belongs to the matter and what is still missing.

What a team might request

Matter details, parties, and key dates
Government ID and proof of address
Prior agreements, notices, and organizational documents

How the workflow could work

Send a matter-specific intake request
Let the client see outstanding questions and files
Review each submission against the matter

The planned legal pack would keep client uploads and matter records organized for the team to review.

03 / PLANNED INDUSTRY PACK

Mortgage & lending

Help borrowers work through document requests as a loan moves from application toward closing.

A familiar bottleneck

A borrower uploads one bank statement but misses another, then receives a new request for a gift letter. The team needs a current view of each condition.

What a team might request

Pay stubs, W-2s, and bank statements
Tax returns, ID, and purchase agreement
Gift letters, explanations, and insurance documents

How the workflow could work

Request documents for the current loan stage
Show the borrower what is still outstanding
Review new files and ask for corrections when needed

The planned lending pack would group requests and responses under the right loan and stage.

04 / PLANNED INDUSTRY PACK

Agencies & professional services

Start projects with a complete brief and the creative assets needed to do the work.

A familiar bottleneck

A website project begins before the client has supplied approved copy, brand files, or photography. The team repeatedly asks for assets while production waits.

What a team might request

Project brief and brand guidelines
Logos, fonts, photography, and product data
Page copy, feedback, and proof approvals

How the workflow could work

Send a project kickoff request
Let the client add files and answers over time
Review inputs before production and proofs before delivery

The planned agency pack would keep incoming assets and review steps connected to the project.

Built one step at a time

Help shape the first chapter.

We’re speaking with tax and accounting firms first. Other industry workflows will be considered as the underlying client-request experience develops.

Request tax pilot access ↗