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AI for CPA firms: tax season, handled.
CPA and finance practices chase the same documents and answer the same questions every season. We automate the chasing, the onboarding and the "where's my return?" calls, so your staff stays on the work only they can do.
How can CPA firms use AI?
AI helps CPA firms with the work around the work: collecting documents automatically, onboarding clients and sending engagement letters, answering status questions during tax season, keeping the firm visible year-round with scheduled content, and booking consultations the moment a prospect reaches out. Accountants keep every judgment call.
Where AI fits, across the business
Sales: consultations on autopilot
Prospects answered and qualified the moment they call or fill out a form, with consultations booked automatically.
Marketing: top of mind all year
Deadline reminders, tax-tip videos and posts that keep your firm visible year-round, published on schedule.
Customer service: tax season, handled
An agent that fields "where's my return?" and "what do you still need?" so your staff stays on the work.
Operations: documents that chase themselves
Document collection, engagement letters, onboarding and recurring reports, all running on their own.
Built on your business brain
Every agent pulls from your business brain: a knowledge base of your services, pricing, policies and answers, so it sounds like your best employee on their best day. Decisions that need a license or judgment stay with your people.
Is it a fit?
Best for
- CPA firms and tax practices
- Bookkeeping and fractional CFO firms
- Practices with seasonal call spikes
Not the right fit
- Anyone who wants AI giving tax advice
- Firms unwilling to change how documents are requested
Questions we hear first
Will AI prepare returns or give tax advice?
No. It handles collection, onboarding, scheduling and status questions. Preparation and advice stay with your accountants.
How is client data protected?
We build inside tools you already trust where possible, limit what each agent can see, and walk you through where data goes before anything goes live.
When should we start before tax season?
Ideally a couple of months ahead, so document collection and call handling are tested before the rush. Start with a free AI readiness assessment.
Give your team its time back.
Tell us where the hours go. In 30 minutes we'll show you what AI can take off your team's plate, and what it shouldn't.
Book an AI readiness assessment →