Client Data Consistency · Early access
Clean, complete client data. Without the chasing.
Find every gap in your client records, collect what's missing through a secure branded portal, and chase it automatically, all from your Karbon list. Works with Karbon.
A complete product on its own. Or bolt it onto the Doddletax portal.
1 · Spot the gaps
We check your Karbon clients against what each tax actually needs and flag everything missing: UTRs, dates of birth, addresses and references.
2 · Ask, beautifully
Your team fills in anything you already hold first, so the secure request the client receives only asks for what's genuinely missing. Meaningful, appropriate, and on-brand. Their answers write straight back to Karbon.
3 · See it land
We follow up automatically until they respond, and you can see when your request has been opened and read by the client. No more wondering if it landed.
Why firms will love it
- ✓Works with Karbon. Built around your Karbon client list and data. It stays the single source of truth, both ways.
- ✓Your brand, our plumbing. Emails send from our secure, deliverable domain but look like they came from your firm, and reply to you.
- ✓Flexible cadence. Manual first send, then follow-ups on your schedule (e.g. 3 / 7 / 14 days), weekdays only if you like.
- ✓See everything. A live view of who's outstanding, what's expiring, and a per-client trail showing when each request was opened and read.
- ✓Verified ID (coming soon). We're working with Xama so AML-verified date of birth and address can flow straight into Karbon, as an optional add-on.
- ✓Sold your way. Take it on its own, or add it to the Doddletax portal. One product, one job: done.
Requires Karbon. Available standalone or as an add-on to the Doddletax portal. Pricing announced at launch.