How our AI automation consulting worksA calm, structured path from manual to automated.
No reshaping your firm to fit a vendor's product, and no disruption during filing season. We start where the hours are, build around how you already work, and replace your separate subscriptions with one platform, one piece at a time.
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1Typical timing: 45 minutes
Free automation audit
A working session with you and, ideally, one of your senior preparers. We walk through your client lifecycle from first contact to final invoice, note every manual handoff, and look at the software you already pay for.
What you get
- Map of your current workflows
- Ranked list of automation opportunities
- Rough hours-saved estimate for each
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2Typical timing: 3–5 business days
Blueprint & proposal
We turn the audit into a written blueprint covering which automations to build first, how each one connects to your tools, where humans stay in the loop, and a fixed setup price. Nothing is built until you approve it.
What you get
- Written automation blueprint
- Fixed setup quote and monthly plan
- Security and data-flow summary for your WISP
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3Typical timing: 2–6 weeks for a first automation
Build & integrate
We build into your existing stack, test on real (redacted) client files from previous seasons, and run new automations alongside your current process until the outputs match. Timing is planned around your busy season.
What you get
- Working automations in your tools
- Parallel testing against real files
- Go-live checklist and rollback plan
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4Typical timing: Ongoing
Train, support & improve
Your team gets live training and written guides. We then monitor every automation, fix issues before you notice them, and meet monthly to tune performance and plan the next automation. When your process changes, your automations change with it: most adjustments are live within hours, instead of waiting months for a software vendor's next release.
What you get
- Live training & recorded walkthroughs
- Plain-language documentation
- Monitoring, maintenance, and monthly reviews
- Changes on request, most live within hours
What we need from you
- A 45-minute audit call with a decision-maker
- Read-only access or a screen-share of your current tools
- A handful of redacted sample files for testing
- One internal point of contact during the build
Planned around your season
We avoid go-lives during the weeks before major filing deadlines. Off-season (May–December) is ideal for bigger builds; small automations like reminders and email triage can launch any time.
Find out where your hours are going.
In a free 45-minute session we map your workflows and hand you a ranked list of automations for your firm, with estimated hours saved for each. It's yours to keep whether or not you work with us.