---
description: Learn how Paloma can help your business. GetApp provides users in South Africa with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Paloma Reviews, Prices & Ratings | GetApp South Africa 2026
---

Breadcrumb: [Home](/) > [Tax Practice Management Software](/directory/1453/tax-practice-management/software) > [Paloma](/software/2393941/paloma-7)

# Paloma

Canonical: https://www.getapp.za.com/software/2393941/paloma-7

> Cloud-based tax intake and document automation for small to mid-size accounting firms, with AI document parsing and client portals.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of Paloma

\* Eliminates manual document chasing by automating client intake through a single link that requires no portal reset or app download, reducing friction for clients and staff alike.
\* Sends automatic client reminders until all documents are collected, increasing client response rates without requiring firm staff to track or follow up manually.
\* AI categorizes uploaded tax documents (W-2s, 1099s, K-1s, and other forms), extracts key data fields, and links extracted values back to source pages so accounting staff can verify accuracy efficiently.
\* Splits multi-form PDFs into separate, labeled documents automatically, removing a time-consuming manual sorting step from the intake process.
\* Generates a compiled, prep-ready workpaper exportable to Excel and compatible with any existing tax software, so preparers open a ready file rather than a pile of loose documents.
\* Smart intake for returning clients uses AI-generated questions focused on year-over-year changes, reducing repetitive data entry for both clients and staff.
\* Includes electronic engagement letter signing within the same intake workflow, consolidating a separate administrative step.
\* Integrates with Google Workspace, Microsoft 365, and QuickBooks Online, with document backup to the firm's own connected drive, keeping data within existing infrastructure.
\* Role-based access controls, MFA on every account, TLS 1.2+ encryption in transit and at rest, and additional application-layer encryption for SSNs and EINs provide layered data security.
\* Firms report reclaiming 6 to 10 hours per week previously spent on document collection, allowing existing teams to handle a larger book of business without adding headcount.

## About the vendor

- **Company**: Paloma Tech

## Commercial Context

- **Target Audience**: 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: United States

## Features

- Client Management
- Document Management
- For Tax Practices

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Tax Practice Management Software](https://www.getapp.za.com/directory/1453/tax-practice-management/software)

## Links

- [View on GetApp](https://www.getapp.za.com/software/2393941/paloma-7)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/paloma-7/> |
| en-AE | <https://www.getapp.ae/software/2393941/paloma-7> |
| en-AU | <https://www.getapp.com.au/software/2393941/paloma-7> |
| en-CA | <https://www.getapp.ca/software/2393941/paloma-7> |
| en-GB | <https://www.getapp.co.uk/software/2393941/paloma-7> |
| en-IE | <https://www.getapp.ie/software/2393941/paloma-7> |
| en-NZ | <https://www.getapp.co.nz/software/2393941/paloma-7> |
| en-SG | <https://www.getapp.sg/software/2393941/paloma-7> |
| en-ZA | <https://www.getapp.za.com/software/2393941/paloma-7> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare and Evaluate small business software. GetApp South Africa has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.za.com","url":"https://www.getapp.za.com/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@type":"Organization","@id":"https://www.getapp.za.com/#organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"Paloma","description":"Paloma is a cloud-based tax intake and document automation platform built for small and mid-size tax accounting firms. It covers the front end of tax season from initial client outreach through prep-ready workpaper delivery, handling client intake, document collection, AI-assisted document parsing, and compiled workpaper generation in a single workflow. Clients receive a single intake link requiring no portal reset or app download, and automated reminders run until all documents are collected, reducing the manual follow-up burden on firm staff.\n\nPaloma's AI layer categorizes uploaded tax documents (W-2s, 1099s, K-1s, and other standard forms), extracts key data fields, suggests descriptive file names, and links extracted values back to source pages for staff verification. AI output is flagged as assistive only; accounting staff retain responsibility for review and confirmation. For returning clients, AI-generated smart intake questions focus on year-over-year changes rather than repeating a full prior-year questionnaire. Multi-form PDFs are automatically split into separate documents, and the final compiled workpaper exports to Excel, compatible with any tax software the firm already uses. Paloma does not replace existing tax software; it outputs a prep-ready file that slots into existing preparation workflows.\n\nDeployment is fully cloud-based via web browser. Paloma integrates with Google Workspace (Gmail, Drive, Calendar), Microsoft 365 (Outlook, OneDrive, Calendar, SharePoint), and QuickBooks Online, with document backup to the firm's own connected drive. Security controls include role-based access, multi-factor authentication on every account, TLS 1.2+ encryption in transit, encryption at rest, and additional application-layer encryption for SSNs and EINs. Electronic engagement letter signing is included. Firms report reclaiming 6 to 10 hours per week previously spent on document collection alone, allowing existing staff to handle a larger book of business without adding headcount.","image":"https://images.g2crowd.com/display-layer-screenshots/2183934/0925712121f95f6b7f17f390b3df224363bd066a1f53c508ff8778af9941ca72.png","url":"https://www.getapp.za.com/software/2393941/paloma-7","@type":"SoftwareApplication","@id":"https://www.getapp.za.com/software/2393941/paloma-7#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.za.com/#organization"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Tax Practice Management Software","position":2,"item":"/directory/1453/tax-practice-management/software","@type":"ListItem"},{"name":"Paloma","position":3,"item":"/software/2393941/paloma-7","@type":"ListItem"}],"@id":"https://www.getapp.za.com/software/2393941/paloma-7#breadcrumblist"}]}
</script>