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.
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 work inside the tax and practice-management tools you already run. Every automation gets only the access it needs to client data, and nothing goes live until you've seen exactly what it touches.
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.
"Where is my return?" calls eat the day
Clients call and email to ask about status because nobody tells them. Automated status updates at each stage (documents received, in review, ready to sign) cut those interruptions and make the firm look more on top of things.
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.
Client Status Updates
Clients get a text or email as their return moves from documents received to review to ready to sign, so your team stops fielding status calls.
Billing & Payment Reminders
Invoices go out when the work is done, reminders follow on a schedule you set, and paid invoices sync back to your accounting tool without manual matching.
Frequently asked questions
What tax and practice-management tools do you work with?
UltraTax, Lacerte, ProSystem fx, Drake, ProSeries, Karbon, Canopy, TaxDome, and most others. 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.
How do you price automation for an accounting firm?
Every project is scoped individually. You get a clear quote before we start, based on the size of your firm and what the build requires. No surprise invoices.
Core services we offer
The foundation of what we bring to accounting firms, mix and match to fit your operation.
Business Automation Services
Reports, data entry, onboarding, file handling: automate the back-office work eating your team's week.
Learn more →Sales Automation
Lead follow-up, CRM syncing, proposal generation, pipeline alerts. Nothing falls through the cracks.
Learn more →Software Integration
System integrations, custom APIs, dashboards, and internal tools built to fit how your business actually runs.
Learn more →Paid Advertising
Managed Google, Meta, and LinkedIn campaigns. Strategy, creative, targeting, and reporting, all handled so your ad spend turns into booked customers.
Learn more →Other industries we serve
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.