Industry · Accounting & Tax Firms
AI for accounting firms that ends the chase
Chasing clients for documents, keying figures from PDFs into the ledger, and following up on unpaid invoices. We build the systems that do that work across the software you already run, with your staff approving anything that posts.
Build fee
One-time · from $7,500
Ongoing
$30–$150/mo (AI direct)
Live in
30 days
Ownership
Yours, forever
The friction
Where accounting & tax firms teams lose their week
Documents arrive late, in pieces
01Clients send statements, receipts and tax forms by email, portal, text and paper, usually after the third reminder. Someone on your team keeps the list of what is still missing, and it lives in their head or a spreadsheet.
The same figures are keyed twice
02Numbers are read off a PDF and typed into the ledger or the tax software by hand. The work is slow, and the mistakes it produces surface weeks later in review.
Your tools do not talk to each other
03Practice management, the ledger, tax software, the document portal and email each hold part of the client record. Staff are the integration, copying between tabs all day.
Staff use AI on personal accounts
04People are already pasting client data into whatever chatbot they have. The firm has no workspace, no rules and no record of where that data went.
From $7,500
ONE-TIME BUILD FEE
30 days
DISCOVERY TO LIVE
Day 1
YOU OWN THE SYSTEM
Use cases
What we automate for accounting & tax firms
Document requests that chase themselves
01Each client gets a checklist of what is needed. Reminders go out on your schedule and stop when the document arrives, and your team sees one list of what is still outstanding.
Extraction with a review queue
02Statements, invoices and tax forms are read into structured fields and checked against your rules. Anything that does not match is queued for a person, with the source beside each field.
Posting to the ledger
03Approved entries are written to your accounting software with the source document attached, so there is a record of where every figure came from.
Invoicing and payment follow-up
04Invoices go out when work is marked complete. Reminders follow your terms and stop the moment payment lands.
Client onboarding
05Engagement letter, intake form, system access and the first document request, sent in order from one trigger, with the client record created once.
A firm AI workspace
06One Claude or ChatGPT workspace for the whole firm, with your templates, a written use policy and connections to the tools you already use.
Where firms like yours start
Fixed-price work, with the price on the page
Compliance
Tax return information is protected by IRC Section 7216, and the FTC Safeguards Rule requires firms that prepare returns to keep a written information security plan. We build in accounts you control, document where client data goes at every step, and hand you that record for your plan.
Five phases. Thirty days to live.
Our process →01
Discover
Ops audit, process maps, ROI ranking.
02
Design
Architecture and tool picks — approved first.
03
Build
Constructed and tested against every edge case.
04
Launch
Deployment, training, real adoption.
05
Optimize
Monitoring, monthly reports, new wins.
Questions
Accounting & Tax Firms automation — FAQ
Does this work with our accounting and tax software?
It depends on what each product lets outside systems read and write, so we check that first in the free audit. Where a product has no usable connection, we say so before quoting.
Does the AI post entries on its own?
No. Extraction and checking are automatic; posting waits for a person on your team to approve it. Every entry keeps a link to its source document.
Where does client data go?
Into accounts your firm owns. The AI provider account is yours, on your own keys. We write down each system the data touches and give you that record for your information security plan.
What does it cost?
The audit is free. A firm AI workspace rollout starts at $3,500. A build such as document collection through to posting starts at a one-time $7,500, fixed in writing before work starts.
Can this be done before tax season?
A first build takes about 30 days from the start of discovery. We do not start a build that would land in the middle of your busiest weeks.
Keep exploring
Solutions
Related services
Other industries
Where we go from here
Ready to automate your accounting & tax firms business?
Thirty minutes, no pitch deck. We map your operations, find the friction, and show you where automation actually earns its keep. If there's no fit, we'll say so.
No subscription.
No lock-in.
No surprise invoices.
Or start smaller — the $500 pilot · see pricing