AI automation FAQ for tax & accounting firmsQuestions firms ask us most.

We design, build, and support AI automations for accounting and tax practices. Common examples are client intake, document chasing, data extraction from tax forms, email triage, engagement letters, workflow tracking, and private AI assistants. We're a hybrid consultancy: some automations are ready-made packages we adapt to your firm, others are built custom.

No, and that isn't the goal. The aim is to remove the repetitive work (data entry, chasing, sorting, formatting) so your people can handle more clients, do more review and advisory work, and get through busy season without burning out. Professional judgment stays with your team.

No. Solo practitioners have their own rate, starting at $800 to set up one automation and $125 a month to run it. You don't buy a package sized for a bigger firm. Document reminders and intake alone can give a solo preparer back meaningful time each week during season.

Often, yes, and for most firms that's the goal. Client portals, practice management (TaxDome, Karbon, Canopy), proposals and billing (PandaDoc, Ignition), e-signature, shared inboxes, and automation subscriptions can be replaced by one platform built around your firm. Your tax software (Drake, Lacerte, UltraTax CS, ProConnect, CCH Axcess) stays, because it's what prepares and e-files the return, and we connect to it. We replace one piece at a time, never mid-season, and only where it saves you money or work.

A first automation typically goes live in two to six weeks after you approve the blueprint. Simple automations like document reminders can be live in days.

Yes. We're based in Miami, and our founder and team work fluently in English and Spanish. Audits, meetings, training, documentation, and support are all available in Spanish, and we build bilingual client-facing automations so reminders, intake forms, and emails reach each client in their preferred language. We work with practices across the US, plus Puerto Rico and Latin America.

AI automation for accounting firms means using AI models connected to your existing software to handle repetitive work: reading tax documents, chasing missing files, sorting email, drafting client messages, and updating your practice-management system. Unlike a generic chatbot, it runs inside your workflows, and a professional reviews anything that affects a return or client advice.

The highest-impact tasks are client intake questionnaires, missing-document reminders, data extraction from W-2s, 1099s, and K-1s, email triage, engagement letters and e-signature, client status updates, bookkeeping categorization, and internal questions about firm procedures. Work that requires professional judgment, such as signing returns or giving tax advice, stays with your team.

No, and it shouldn't. AI can gather documents, extract figures, pre-fill workpapers, and flag inconsistencies, which removes most of the data-entry time. A credentialed preparer still reviews, decides, and signs. Every automation we build keeps that human review step, so AI speeds up preparation without taking over professional responsibility.

Usually, yes. A solo preparer loses hours every week of season to reminders, intake, and data entry, and automation handles all three well. One automation starts at $800 to set up and $125 a month, and it pays for itself if it frees a couple of billable hours a month. The free audit estimates your actual savings before you commit to anything.

Those are off-the-shelf SaaS products: one product built for thousands of firms, so your practice adapts to their rules, and changes arrive on the vendor's schedule, often weeks or months apart, because each update has to satisfy every customer at once. We design the rules around how your firm already operates and change them within hours when you need something different. And instead of paying for several of those products, you get one platform built for your firm that replaces them, connected to the tools worth keeping, like your tax software.

Most changes, such as a new reminder, a different approval step, an extra intake question, or a new email template, are live within hours of your request. Larger additions are scoped and scheduled with you, usually within days. There's no feature-request queue and no waiting for a vendor's next release.

It can be, if it's set up properly. We use business and API offerings from AI providers under terms that prohibit training on your data, enable zero-data-retention where available, encrypt data in transit and at rest, and restrict access by role. For firms that need it, we deploy privately in your own cloud environment. See our security page.

Yes. Tax professionals are required to maintain a Written Information Security Plan (WISP). We design automations to fit inside it and provide documentation of data flows, access controls, and vendors for your WISP. We don't provide legal advice, so confirm compliance requirements with your own counsel.

Yes, as standard, before we look at any client data.

Setup is the one-time cost to design, build, integrate, and test each automation. The monthly fee covers hosting, AI usage, monitoring, and changes for the automations you have running. Add one later and both numbers go up by that automation's rate. Drop one and the monthly fee comes down.

Yes. It's a 45-minute working session, and you keep the ranked list of opportunities whether or not you work with us.

Monthly support can be cancelled with 30 days' notice. You keep the documentation and anything built inside your own accounts.

You pay for each automation you want, and the rate depends on firm size. A solo practitioner starts at $800 one-time setup plus $125 a month per automation. A small firm (2–10 people) starts at $1,500 plus $250 a month. A medium firm (11–40) starts at $2,500 plus $450 a month. A large or multi-office firm starts at $4,500 plus $800 a month. Two automations cost twice that. The free audit decides which ones are worth it and fixes the quote in writing before any work begins.

We choose per task, usually from OpenAI, Anthropic Claude, or Microsoft's Azure and Copilot offerings, and sometimes open models for private deployments. We're not tied to a single vendor.

Every automation that touches numbers includes confidence checks and a human review step. Low-confidence values are flagged instead of passed through, and outputs link back to the source document so they can be verified quickly.

You do. Automations built in your accounts are yours, and every workflow is documented in plain language.