Chasing documents every season
Missing slips and statements hold up returns, and someone has to send reminder after reminder.
AI for accounting & tax firms
Busy season, without the chase.
Your team spends hours each week chasing documents, answering status questions and keying data before the real work starts. We build private AI systems that collect, read and sort client documents, keep clients updated and prepare the file for review, so your accountants spend busy season on judgement, not admin.
Free 30-minute callWritten plan in 24 hoursNo obligation
Example run
Accounting & tax firms
Client uploads 6 documents · 'Here's what I have so far'
- Documents read and matched to the client's checklist
- Two missing items identified: a T5 and a donation receipt
- Friendly reminder sent with exactly what's still needed
- Workpaper pre-filled and queued for review
OutcomeFile ready for review, nobody chased anyone
Built forCPA and accounting firmsTax preparation practicesBookkeeping firmsFractional CFO and advisory firms
Sound familiar?
Where the time and money go.
Status questions all day
"Did you get my documents?" and "When will my return be done?" interrupt deep work.
Data entry before the real work
Reading slips, statements and receipts into workpapers takes hours that could go to review and advice.
Not enough people
Experienced staff are hard to hire, so every busy season the same team carries more work.
What we'd build
AI built for accounting & tax firms.
Every system is built around your process and connected to the software you already use. We start with whichever pays back fastest.
Client intake and engagement
New clients onboarded with engagement letters, checklists and the right questions for their situation.
Document collection on autopilot
Each client gets a personal checklist and polite reminders until every document is in, with missing items flagged for your team.
Document reading and sorting
Slips, statements and receipts read, sorted and pre-filled into workpapers for an accountant to review.
Client update assistant
Status questions answered instantly from the file's real progress, and clients told when something is needed or done.
Want to see which one would pay back fastest for you?
Book your free AI auditHow it works
Live in weeks. Owned by you.
- 01Free · 30 minutes
Audit
We find what's worth automating.
A 30-minute call to understand how your business runs. Within 24 hours you get your AI Opportunity Map: where AI fits, what each opportunity is worth, and what we'd build first, with a fixed price. It's yours to keep, whether you work with us or not.
- 02Fixed price · Most go live in 2–6 weeks
Build
We build it with your team, not around them.
We build and test on your real data, with your people in the loop. You see progress every week, approve everything before it touches a customer, and your team is trained before launch, free.
- 03One monthly fee · No long contracts
Run
We run it, cover the AI usage and keep improving it.
One monthly fee covers hosting, AI usage, monitoring and support, plus improvements as your business changes. Month to month. If you ever leave, the system stays with you.
FAQ
Questions from accounting & tax firms teams.
All questions In-depth guideAI for accounting and tax firms: a practical guide before busy seasonRead the guideIs client tax data kept secure?
Yes. Systems run in accounts you control, use business-grade AI services that don't train on your data, and only access what each workflow needs. We build around your written security plan and your professional obligations.
Will AI prepare or sign returns?
No. It collects, reads, sorts and drafts. Your accountants review, decide and sign. That line is built into every workflow.
Can it be ready before busy season?
If we start in November or December, most first builds go live in 2 to 6 weeks, before January's rush.
How much does it cost?
Builds start from $5,000 and are always fixed price, quoted after your audit. Larger, multi-system projects cost more. After launch there's a monthly fee that covers hosting, AI usage, monitoring, support and improvements. You'll know every number before you commit.
Who owns what you build?
You do. The code, the data and the accounts belong to your business. If you ever stop working with us, the system keeps running and stays yours.
See what AI could do for your accounting & tax firms business.
In 30 minutes we'll show you where AI fits, what it's worth and what we'd build first. Free, with no obligation.
Free 30-minute callWritten plan in 24 hoursNo obligation