AI for Accounting Firms

Reclaim your billable hours. Let AI handle the rest.

Tax season means long weeks for months straight. Document collection alone can consume hundreds of hours per season. We build AI that handles the admin so your CPAs can bill more hours.

🔒 All solutions follow SOC 2 practices: encrypted data, access controls, no client data stored on our systems

SOLUTIONS

Efficiency Tools for Accounting Firms

Designed around how accounting firms actually work: your software, your chart of accounts, your workflow.

Document Intake & Classification

Clients upload through a secure portal. AI reads every document (W-2s, 1099s, receipts, K-1s), classifies it, files it to the right return, and flags what's still missing. Your staff stops chasing paper.

Setup

Starting at $7K

Monthly

From $500

Transaction Categorizer

Imports bank and credit card data, categorizes against your specific chart of accounts, and flags anomalies for review. Exports directly to your accounting platform. A week of bookkeeping in minutes.

Setup

Starting at $5K

Monthly

From $400

Client Communication AI

Answers the questions that flood your phone lines during tax season (due dates, document status, estimated payments) so your staff can focus on returns, not callbacks.

Setup

Starting at $5K

Monthly

From $400

BEFORE & AFTER

Tax Season: Before vs. After

What changes when your firm stops doing work that doesn't require a CPA.

Task	Before	After
Document collection	Staff sends 3+ reminder emails per client, chasing docs through April	Clients upload to portal, AI classifies and flags missing items automatically
Transaction categorization	Bookkeepers manually categorize thousands of transactions weekly	Auto-categorized against your chart of accounts, anomalies flagged for review
Client questions	Receptionist fields dozens of repetitive calls daily during tax season	AI answers due dates, document status, and payment questions 24/7
Engagement letters	Partners draft and customize scope language for each client manually	Auto-generated from templates with client-specific terms, tracked to signature

FAQ

Frequently Asked Questions

Is client data secure?

Absolutely. All data is encrypted in transit and at rest. We follow SOC 2 practices and never store client financial data on our systems. It flows directly to your existing tools.

Does this integrate with our accounting software?

We integrate with most major accounting platforms. Transaction categories, client data, and document workflows sync automatically.

How does this help with firm valuation?

AI-driven efficiency increases margins and demonstrates scalable systems, both factors that can increase your firm's multiple when it comes time to sell.

Will my CPAs actually use this?

We design for adoption. The tools fit into existing workflows rather than replacing them. Most staff see the value within the first week of tax season.

Further reading: AI for CPA Firms: It's Not Just About Tax Season, How Much Does AI Cost for a Small Business? Honest Numbers

GET STARTED

Ready to See the Numbers?

Run the savings calculator and see exactly how much time and money AI could save your business.

Schedule a Call

SOC 2 Practices

Data Encrypted at Rest

Florida-Based Team

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