AI automation for Accountants & CPA Firms. Production systems, not slide decks.
Custom AI agents, CRM automation, and voice AI tailored to the workflows that move revenue in your industry. We have shipped these systems for businesses in your space.
The 4 biggest manual pains in accountants & cpa firms.
Tax-season inbox of 500+ client document requests
Repetitive return-prep questions answered manually
Engagement-letter and consent workflow on paper
Client onboarding pulls senior CPA hours away from billable work
The 4 highest-ROI automations we ship for accountants & cpa firms.
AI document-collection chaser
Automated email + SMS sequence chases missing W-2s, 1099s, K-1s with secure upload links
Reduces tax-season chase time 70%
AI FAQ agent on website
Handles common tax questions (deductions, deadlines, filing status) before a CPA gets pulled in
Saves 6-10 CPA hours per week
Engagement letter automation
Templated engagement letter with e-sign, scoped pricing, and matter-opening trigger
Engagement opens 5x faster
Client onboarding flow
Self-serve intake, conflict-check integration, document portal access — no senior CPA required
Onboarding from 2 weeks to 3 days
Practical questions about automation in accountants & cpa firms.
Yes for QuickBooks and Xero via direct API. Drake and UltraTax via Zapier or Make.com bridges plus encrypted file drops.
We architect for SOC 2-aligned data handling, encryption at rest and in transit, audit logs, and BAA-equivalent agreements. No tax data hits third-party LLMs unless you opt in.
Ready to automate accountants & cpa firms?
Book a 30-min discovery call. We will identify your top 3 automation opportunities, give you a build estimate, and start where the ROI is fastest.