Tax season does not need more hours. It needs fewer things that only a person can do.
Book a 15-Min Chat →An AI receptionist answers, qualifies, and books the meeting. The front desk stops being the bottleneck in March.
Polite, automatic chasing for the forms clients forget, with a checklist per client type. The third reminder is as patient as the first.
Status messages, reminders, and extension notices drafted for review, sent on schedule, logged to your practice system.
Routine client emails, engagement letters, and plain-language summaries of what a client owes and why. From your templates, not a blank page.
Ask about a client, a prior-year position, or a firm policy in plain language. Get the answer from your own files.
Categorization suggestions and an exception list a person approves. Instead of a person doing every line.
Returning clients get their organizer and a booking link by text and email. New leads reach the receptionist. Not voicemail.
Missing documents get chased automatically with a per-client checklist. Staff see one exception list, not a hundred email threads.
Clients get plain-language status updates drafted for review. The phone stops ringing with the same question.
Extension notices, summaries, a clean handoff list for next season, and the numbers on what the system saved.
Intake and collection first. They pay first, and they touch no tax positions. Document drafting second, always with the review step built in.
The full sequence is on our AI implementation services page, and our accounting firm marketing team already works with CPA firms on the client side.
Engagements run between $2,000 and $15,000 per month. Billed monthly, never by the hour.
The first phase is 60 to 120 days. You see a working, measured system inside the first month, not at the end.
What moves the price is spelled out on our AI implementation services page. Intake and collection is the low end. Adding drafting and internal search moves it up.
Yes, with two rules: a CPA reviews anything that touches a return or a tax position, and client tax return information goes only into systems with proper terms. We document which system holds what so your compliance review is simple.
Client intake and document collection. They pay in the first busy month, and they touch no tax positions, so the review burden is low.
No. It removes the chasing, copying, and formatting so staff spend their hours on the work that needs judgment. Every draft still goes through a person.
Yes. It answers, qualifies, books the meeting, and takes messages, and it hands off to a person on the topics you name. It says it is an AI assistant and does not give tax advice.
Our engagements run $2,000 to $15,000 per month. Intake and collection alone is the low end.
Intake and collection are live inside the first month. The first phase takes 60 to 120 days.
15 minutes. Where the hours go in March, and what we would take off your team's plate first.
Book a 15-Min Chat →