Accounting firms
AI for accounting firms: fewer chased documents, more billable work.
Tax season call volume, clients who never send the documents, and hours spent on data entry that software should do. We automate the chasing and audit where the hours go.
What's going wrong
The leaks we see in accounting firms.
- ✓Seasonal call spikes nobody can answer
- ✓Clients slow to send documents
- ✓Onboarding done by hand every time
- ✓Realization rates nobody measures
- ✓Receipts and statements entered manually
What we build
The system for accounting firms.
Document chasing on autopilot
Automated, polite, persistent requests until the documents arrive. Status visible to your team.
About Custom Flow Automations →Tax-season overflow
AI picks up when your line is busy, answers common questions, and books appointments.
About AI Receptionist →Efficiency and realization
Where staff hours go by client and task, with the automation candidates ranked by savings.
About AI Auditing →Client questions answered
A chat assistant answers 'where's my refund' and 'what do I need to send' without staff time.
About AI Chat Boxes →Example setup
What it looks like in practice.
A 4-partner CPA firm: onboarding and document-chase automations plus overflow receptionist. Document turnaround went from 11 days to 4 during the first season.
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Also built for
Free AI audit
Get the accounting firms audit.
30 minutes. We'll show you where leads and hours are leaking in your practice and what the fix looks like.