Built for Accounting Firms

AI Automation for Accounting Firms

Stop chasing documents. Let automation handle the intake, reminders, and follow-up so your team does the work clients actually pay for.

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Accounting firms lose more staff hours to document collection, onboarding logistics, and client reminders than to almost any other administrative task. Automated document request sequences, onboarding flows, and portal reminders can reclaim most of that time, so your team spends tax season doing the billable work clients are paying for.

We also help firms address the compliance and security requirements that come with holding sensitive client data. FTC Safeguards Rule and IRS Publication 4557 are real obligations. We handle them as part of a complete engagement, without making security the headline.

Where the hours and the risk are hiding

The problems we see on almost every accounting firm engagement.

Document collection is a full-time job during tax season

Chasing 1099s, W-2s, prior-year returns, and the "one more thing" from every client burns out staff and slows down returns. Automated document request sequences, portal reminders, and missing-item alerts reclaim most of that time.

Client onboarding is slow and inconsistent

Every new client is a round of engagement letters, intake forms, portal invites, and password resets. Automated onboarding handles all of it the moment a prospect signs, so your team starts with organized data instead of building it from scratch.

Your tech stack grew organically

Tax software, practice-management tool, cloud storage, client portal, engagement letter tool, CRM, accounting tool: most of them don't talk to each other. Custom integrations and automation can connect what matters and replace what shouldn't exist.

Security compliance is a real requirement

The FTC Safeguards Rule and IRS Publication 4557 require every tax preparer to maintain a written security program. Most small firms have the obligation but haven't documented the controls. We help you meet the requirement calmly, without overhauling everything at once.

What we do for accounting firms

Scoped to your stack, your workflow, and your actual risk.

Client Onboarding & Engagement Letter Automation

Signed engagement letter triggers portal invite, intake forms, document requests, welcome email, and file structure, all before anyone on your team touches the account.

Document Request & Reminder Flows

Automated, persistent, polite document chase sequences that escalate through email, SMS, and staff alerts until the missing items come in. Tuned for tax season load.

Firm Dashboards & Workflow Visibility

Partner-level views of returns in progress, review queues, write-downs, and realization, pulled from your practice-management tool without spreadsheet gymnastics.

AI-Assisted Document Handling

Extract data from client-uploaded 1099s, receipts, and statements. Route documents to the right return. Flag inconsistencies. Save staff hours without risking accuracy.

FTC Safeguards / IRS 4557-Aligned Security Assessment

Written information security program gap analysis, external attack surface assessment, dark web credential monitoring, and cloud configuration review, mapped to the requirements that actually apply to your firm.

Phishing & Social Engineering Defense

Email authentication hardening (SPF/DKIM/DMARC), phishing-aware training for staff, and monitoring for domain impersonation, the real vectors attackers use against CPA firms.

Security support for firms with compliance obligations

Tax preparers are covered by the FTC Safeguards Rule and IRS Publication 4557. Both require a documented security program. We help firms build the controls those requirements call for, close the common gaps, and meet the practical security bar for offices holding sensitive client data. Available as a standalone engagement or alongside an automation project.

Frequently asked questions

What tax and practice-management tools do you work with?

UltraTax, Lacerte, ProSystem fx, Drake, ProSeries, Karbon, Canopy, TaxDome, and the common accounting-side tools (QuickBooks, Xero, NetSuite). If it has an API or structured export, we can automate around it.

Can you help us get through the next tax season with fewer hours?

Yes, and that's usually our first project with accounting firms. We focus on the document chase, portal reminders, and onboarding handoffs, the things that consume the most staff time for the least professional value.

Is this worth it for a small firm?

The smaller the firm, the higher the leverage. One automation that saves a two-person firm six hours a week is saving them 15% of their working capacity. The security work is required either way. Better to have it done properly than discover the gap during an incident.

Can you help us meet FTC Safeguards Rule requirements?

We help you build and tighten the technical and operational security controls the Safeguards Rule requires. We'll also flag any gaps in your written program. For formal attestations, we work alongside your compliance attorney or CPA.

How do you price a security assessment for an accounting firm?

Every assessment is scoped individually. We give you a fixed quote before we start, based on the size of your firm and the applicable requirements. You get a written report mapped to those requirements, prioritized remediation, and a walkthrough call.

Core services we offer

The foundation of what we bring to accounting firms, mix and match to fit your operation.

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Other industries we serve

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Let's talk about your accounting firm.

30-minute call. We'll walk through what's slow or exposed, and tell you honestly what would make the biggest difference.