Tax Season Shouldn't Mean
80-Hour Weeks.
Your firm drowns in the same cycle every year: chase documents, onboard new clients manually, scramble to hire seasonal staff. We build AI systems that collect documents automatically, onboard clients without your team touching a form, and screen candidates while you sleep.
● BUILT FOR ACCOUNTING FIRMS. NOT A GENERIC WORKFLOW TOOL.
The Annual Grind That's Burning You Out
The average accounting firm contacts each client 23 times to collect all their tax documents. That's emails, calls, texts, and follow-ups, for every single client. Multiply that by your client list and you've got a full-time job that adds zero billable value.
New client onboarding takes 6+ hours of manual work per client, engagement letters, W-9s, prior year returns, entity documents. Most of it is copy-paste and follow-up. Your CPAs should be advising clients, not chasing paperwork.
Finding qualified seasonal staff takes 45+ days on average. By the time you've screened resumes and run interviews, busy season is half over. The good candidates already took other offers.
The average CPA firm spends 40% of busy season on administrative work that could be automated. That's hundreds of billable hours going to document chasing instead of client advisory.
You built your firm to advise clients, not to play email tag about missing K-1s.
Here's What Changes
When AI Handles the Admin
Automated Document Collection
The system sends personalized document requests to each client based on their entity type and prior year filing. Clients upload through a simple portal. The system tracks what's missing and sends reminders automatically. You stop chasing and start preparing.
Client Onboarding on Autopilot
New clients get a seamless onboarding flow: engagement letter, document checklist, portal access, and prior year data requests, all sent and tracked automatically. Your team gets notified when everything is complete and ready for work.
Seasonal Hiring Pipeline
Post once and let AI screen every application. The system scores candidates on relevant experience, availability, and software proficiency, then ranks them for your review. You interview the top 5 instead of reading 200 resumes.
Your team focuses on advisory work and client relationships. The admin runs itself, during busy season and beyond.
Firms that automate document collection report finishing busy season 2-3 weeks earlier. That's time back for your team and your family.
Systems Built for Accounting Firms
Real projects we build for firms like yours
Client Onboarding System
Engagement letters, document checklists, and portal setup, all automated from the moment a client signs.
Learn moreSeasonal Hiring Pipeline
Screen and rank seasonal staff applications automatically. Interview the best, skip the rest.
Learn moreMarket Intelligence
See how competing firms position themselves, what clients say about them, and where you can differentiate.
Learn moreWhat AI Automation Delivers for Accounting Firms
1-3 Weeks From Kickoff to Live System
A thorough process that delivers a complete system, not a rushed template job.
Discovery
Day 1-2- Audit your current onboarding and document collection flow
- Map entity types and document requirements
- Identify the biggest time drains
Design
Day 3-5- Design document request sequences by entity type
- Build the client onboarding workflow
- Create hiring screening criteria
Build
Week 2- Build and integrate all AI systems
- Connect to your practice management software
- Test with sample client scenarios
Launch
Week 2-3- Go live with new client onboarding
- Activate document collection for existing clients
- Train your team on the dashboard
Questions & Answers
We work with QuickBooks, Xero, CCH, Drake, Lacerte, and most major tax prep platforms. If you use something specific, we'll confirm compatibility on our first call.
Absolutely. The system customizes document requests based on entity type, sole props get different checklists than S-corps or partnerships. Multi-entity clients get separate, organized requests for each entity.
A single system takes 1-2 weeks. A full automation suite (onboarding + document collection + hiring) takes 2-3 weeks. We recommend starting before busy season for maximum impact.
Quick Fix projects start at $1,497. Custom Builds run $3,497-$4,997. Full System builds start at $7,997+. Every project is flat-fee, no monthly retainer. That's less than one busy season hire, and these systems work year-round.
Stop Drowning in Document Chasing
Book a call to see which AI systems will give you and your team time back.
FREE CONSULTATION · NO OBLIGATION