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Client documents collected and filed without the chase
Tax season is a document chase. AI collects, reads and files client documents, answers routine questions and keeps every deadline in view.
- 08:00Missing documents list sent to 34 clients, 11 uploaded by noon.
- 10:45Client uploaded 14 PDFs. Sorted by form type, one 1099 missing, client asked.
- 13:20Caller asked about refund status. Read from the file, answered, callback booked for a question about an extension.
- 16:00Engagement letter signed, invoice for the deposit sent.
What AI takes over
Six integrations, in the order most offices in your trade add them.
Phone
Answers client calls, schedules meetings, collects the questions and books a callback with the right person.
Email inbox
Sorts client documents by client and year, answers status questions, chases missing items.
Documents
Reads W-2s, 1099s, statements and receipts into the file, flags missing forms.
Systems we connect
- QuickBooks, Xero, Drake, Lacerte
- Client portals and secure upload
- Engagement letters and organizers
- Bank and card statements
- Deadline calendars
Using something else? If it has an official connection or sends email notifications, it can be wired in.
What stays with people
- Anything with money in it, until you say otherwise
- Any caller who asks for a person
- Anything the AI is not sure about, which it says out loud
- The final word on every answer it gives, reviewed with you monthly
Questions from accounting and bookkeeping
Is client data safe?
Documents stay in your portal and storage. The AI reads them there and writes into your systems, nothing is copied out.
Can it answer tax questions?
It answers about your process, deadlines and status. Tax questions go to a person, with the question already written up.
Your systems stay yours
Nothing to migrate and nothing new to learn. AI plugs into the phone number, inbox, calendar and books you already use, and a person is always one step away.
- Week 1: we map your calls, emails and paperwork
- Weeks 2 and 3: we build and test on your real cases
- Week 4: live, with a person watching every hand-off
- Every month: we tune what it says and what it may do