Finkli asks your clients for this year's documents, reads every Form 106, 867 and donation receipt they send, and keeps a list of what's still missing. You approve every message before it goes out.
Free while we're in early access.
The same day you already have. Finkli just takes the parts nobody went to school for.
Who sent what overnight, and the one file that needs your eyes. Everything else can wait.
Each client gets one short email listing exactly what's missing, with a link to upload from their phone. No passwords for them to forget.
Hi Moshe, we're almost there. We still need Rachel's Form 106 and the donation receipts.
Moshe uploads a Form 106 from 2024. Finkli reads it while he's still on the upload page and asks him for the 2025 one. You never see the mix-up.
All five documents in and checked. Totals per spouse, the donation credit and an Excel sheet for your working papers.
Finkli is new on the team, so it works the way a careful junior would.
Messages reach a client only when you send them, or on a reminder schedule you switched on. Three reminders at most, never on a holiday.
Finkli reads the document. Israeli tax rules decide what counts. When something is unclear, it lands on your desk with the reason.
Change a label once, say shul membership counts as a donation, and Finkli does it your way from then on.
Files stay in your account and are never used to train AI. Read the privacy policy.
Sign up, tell Finkli how your office runs, and add your first client. About five minutes.
Try Finkli free