AI and automation for accounting and tax firms
Clients chased for missing documents, the same tax-season questions answered, and statements read and summarized without client data leaving your control.
Where time gets lost.
- Tax season is the same questions over and over.
- We spend weeks chasing clients for missing documents.
- Receipts and statements arrive in every format and someone has to sort them.
- We worry about where client tax data ends up.
What we'd automate.
- Each client gets reminders for exactly what is still missing, and your team sees who has sent what.Workflow automation
- Deadlines, what to bring, how to upload and where a return stands, answered from your information.AI customer support
- It pulls the details out of PDFs and scans and files them where your team expects them, for a person to check.Private AI in your office
- It books meetings and gives the accountant a short brief on the client before the call.Custom AI agents for your team
Tools common in this industry.
- QuickBooks
- Xero
- TaxDome
- Karbon
- Google Drive
- Microsoft 365
We confirm each connection on the plan review call. Some of these tools only allow approved partners to connect.
Tax preparers are covered by the FTC Safeguards Rule. We work as your service provider under it, and client tax data stays on a private server in your office when you want it to.