Chasing client documents
Personal reminder sequences for missing documents, with a status list your team can see at a glance.
For CPA and accounting firms in Atlanta & Gwinnett
AI for accounting firms, set up before tax season
Tax season is when the email, document chasing and "did you get my W-2?" calls pile up. We find which of those tasks AI can take over at your firm, and set it up with your staff approving anything that goes to a client.
Where firms usually lose hours
The same questions, over and over
Drafted replies to routine client emails about deadlines, extensions and what to send, ready for a person to approve.
Intake and scheduling
New-client inquiries sorted and answered quickly, with engagement steps and appointments set up without phone tag.
These are common examples. Your audit ranks what matters at your firm, using your own numbers.
Start with the $750 AI Audit
One week, owner-only, about 75 minutes of your time. You get your top 5 time-savers, an ROI-ranked list and a 90-day plan you keep. If you go ahead with a Starter workflow ($2,500, live in 2–3 weeks) within 30 days, the $750 is credited.
Fixed price before work. You own everything. Stop after any step.
Questions from accounting firms
Do you need access to client tax data?
No. The audit starts with an interview about how your firm works. If we look at any system, it's read-only and you choose what we see. We recommend keeping client tax data out of any AI tool that hasn't been approved for it.
Will this replace our tax software?
No. We work around the software you already use for returns and practice management, and focus on the email, scheduling, reminders and document chasing around it.
Is it too late to start before tax season?
The audit takes one week. A Starter workflow such as client-document reminders goes live in 2–3 weeks, so starting in the fall leaves time to have it running before the busy months.
Who reviews what the AI writes?
Your staff. Drafts go to a review queue, and nothing reaches a client without a person approving it.
Get ready before the busy months
A free 30-minute call with Kevin, or reserve your audit now.