We build automation for accounting and tax firms — client intake, document collection, bookkeeping, reconciliation — so your CPAs can focus on planning and advisory instead of chasing W-2s.
Book a firm reviewdrop-off during tax season from clients who get tired of the document collection back-and-forth.
response time to new inquiries — usually at the exact moment they're shopping three firms.
to close the books each month, mostly spent on manual transaction categorization.
of a tax return is data entry. Only 30% is the CPA judgment you're actually paid for.
24/7 conversational intake. Intelligent document requests. Validation as things come in. 85% less back-and-forth.
Pulls data from W-2s, 1099s, receipts, bank statements. Categorizes. Flags deductions. Your team reviews instead of types.
70–80% of transactions categorized automatically. Bank reconciliation in 1–2 hours instead of 8–12. Month-end close from 5–7 days to 1–2.
Routine client questions answered instantly. Deadline reminders go out without anyone remembering. Complex questions routed to partners.
Automated documentation, testing, and finding tracking. Audit prep time cut by 50–60%.
Cut tax prep time by 40–50% by automating data extraction and deduction flagging.
Read playbookAutomate 75% of monthly bookkeeping. Catch errors before they become problems.
Read playbookReduce document collection time by 70–85% with intelligent intake.
Read playbookTell us where your team is losing time. We'll tell you honestly — whether AI can help, and if so, what we'd build first.
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