AI automation services for tax & accounting firmsAutomations built for how tax firms actually work.

Eleven automations that cover the full client lifecycle. Unlike off-the-shelf software, each one follows your firm's rules instead of a vendor's, can replace a separate subscription or connect to the tools you keep, is tested on your real files, and is documented so your team owns it.

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Your rules, not a vendor's

Designed around your firm

Off-the-shelf platforms make every firm follow the same stages, fields, and templates. We start from how you already work and build the rules to match.

Changed in hours

Need a new reminder, a different approval step, or an extra field? Most changes are live within hours, not queued behind a roadmap.

Built for one firm, not thousands

SaaS updates have to satisfy every customer at once. Yours change only when you ask, and only in the way you asked.

01 / 11

Client onboarding & intake

New and returning clients answer a guided questionnaire that adapts to their situation (dependents, rental property, crypto, foreign accounts) instead of a 12-page PDF. Answers land as structured data in your practice-management software, with a document checklist built from each client's answers.

Works with:

Google Forms

Typeform

What it handles

Adaptive questionnaires that ask only what's relevant
Personalized document checklist generated from the answers
Prior-year answers pre-filled for returning clients
Automatic account and job creation in your practice software

02 / 11

Document collection & chasing

Every client's outstanding documents are tracked against their checklist. Polite, personalized reminders go out on a schedule you set, escalating from email to SMS, and stop the moment the file arrives. Your team sees one live view of who still owes what.

Works with:

Google Drive

What it handles

Per-client missing-document tracking
Escalating reminder sequences by email and SMS
Uploads auto-filed to the right client folder
Daily summary of who's blocking which returns

03 / 11

AI document extraction

AI reads incoming source documents, identifies the form type, and extracts the fields you need into a reviewable sheet or directly into your workflow. Low-confidence values are flagged for a human, and every number links back to where it came from on the page.

Works with:

OpenAI

Anthropic Claude

Microsoft Azureyour document storage

What it handles

W-2, 1099 (all common variants), 1098, K-1, brokerage statements
Bank and credit-card statements, invoices, receipts
Field-level confidence scores with human review queue
Source highlighting so preparers can verify in seconds

04 / 11

Bookkeeping & reconciliation

AI categorizes transactions using your chart of accounts and each client's history, prepares reconciliations, and flags anything unusual (duplicates, out-of-pattern amounts, missing receipts) so your bookkeepers review exceptions instead of every line.

Works with:

QuickBooks Online

Xerobank feeds

What it handles

Rules-plus-AI transaction categorization
Reconciliation prep and variance explanations
Missing receipt and duplicate detection
Month-end close checklists that track themselves

05 / 11

Tax return prep assistance

Extracted data is organized into workpapers that mirror your tax software's input screens, compared against last year's return, and checked for common misses before a preparer opens the file. Where your software allows it, we automate import; where it doesn't, we make keying fast and accurate.

Works with:

What it handles

Workpapers organized by input screen
Year-over-year comparison with variance flags
Pre-review checks for common omissions
Import automation where your tax software supports it

06 / 11

Email triage & client communication

Incoming client email is sorted by client, urgency, and topic, attached to the right account, and paired with a drafted reply that uses your firm's tone and the client's actual status. Routine updates ("we received your documents", "your return is ready to sign") go out automatically.

Works with:

What it handles

Auto-filing of email to the right client and job
Drafted replies grounded in real client status
Automatic milestone updates to clients
Shared-inbox routing by topic and staff member

07 / 11

Engagement letters, e-signature & billing

Engagement letters are generated from your templates using each client's services and fees, sent for e-signature, and countersigned automatically. Once signed, invoices are created and payment reminders scheduled, so nothing starts without a signed letter and nothing finishes unbilled.

Works with:

Stripe

What it handles

Template-based letters with per-client terms
E-signature with automatic reminders
Invoices created from signed scope
Payment reminders and status tracking

08 / 11

Workflow, pipelines & deadlines

Each return or engagement moves through your pipeline (intake, documents, prep, review, signature, filed) based on what has actually happened, not on someone remembering to drag a card. Deadlines, extensions, and estimated-payment dates are tracked per client, with alerts before anything slips.

Works with:

What it handles

Stage changes triggered by real events
Deadline and extension tracking per client
Workload balancing across preparers
Daily "what's stuck" digest for partners

09 / 11

AI assistant for your firm

Your team gets a private AI assistant connected to your practice data, procedures, and document library. Ask "which clients are still missing a 1099-B?" or "what's our procedure for an amended return?" and get an answer with links to the source, without searching three systems.

Works with:

What it handles

Answers grounded in your firm's own data and documents
Respects user permissions and client confidentiality
Cites sources so answers can be verified
Drafts memos, emails, and checklists on request

10 / 11

Client reporting & advisory

Financial data you already hold becomes monthly dashboards and AI-written, preparer-reviewed summaries for clients: cash trends, tax projections, and items to discuss. It's a natural path from compliance-only work into higher-margin advisory services.

Works with:

QuickBooks

Xero

Power BI

Looker Studio

What it handles

Automated monthly client dashboards
AI-drafted narrative summaries for review
Tax projection and estimated-payment reminders
Firm-level KPIs: turnaround, realization, capacity

11 / 11

Custom integrations

Most firms run on five to ten systems that were never designed to work together. We connect them through official APIs, automation platforms, or carefully built bridges, so a client's details are entered once and stay consistent everywhere.

Works with:

Zapier

Make

n8nplus any tool with an API

What it handles

API integrations between your existing tools
Zapier, Make, or self-hosted n8n workflows
Data syncing and deduplication
Monitoring and alerts when an integration fails

Every automation follows the same rules

Human in the loop

Anything that touches a filed return or client advice gets a professional review step. AI prepares; your people decide.

Your data stays yours

Built on business-grade AI services with no training on your data, or deployed privately in your own environment.

Documented & owned

Every workflow is documented in plain language. If we part ways, you keep everything we built.

Free automation audit

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.

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