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Accounting, Bookkeeping & Tax Firms
It's March and you're still waiting on the same K-1s as last year, from the same clients. Chasing documents was never supposed to be the job.
Where we'd start
The first agents we'd put to work in a business like yours.
Start here
Organizer Chaser
Nudges clients until every W-2, 1099, and K-1 arrives.
Engagement Letter Chaser
Chases unsigned engagement letters and Form 8879 e-signatures.
Notice Triage
Reads IRS and state notices, drafts responses for CPA sign-off.
Deadline Board
Tracks every return, extension, and filing deadline across the book.
Estimate Nudger
Texts quarterly estimated payment reminders with amounts due.
Monthly Narrative
Turns monthly financials into plain-English owner summaries.
Quiet Client Watch
Flags disengaged clients before they leave for another firm.
The full roster
22 agents in the Accounting & Tax catalog, each named for the job it does.
See all 22 agents for Accounting & TaxHide the full list
First-Call Catcher
Answers new-client calls, qualifies fit, and books the consult.
Fee Quote Builder
Drafts fixed-fee proposals from prior returns and scope notes.
Engagement Letter Chaser
Chases unsigned engagement letters and Form 8879 e-signatures.
Organizer Chaser
Nudges clients until every W-2, 1099, and K-1 arrives.
Doc Sorter
Renames and files client uploads into the right workpaper folders.
Onboard Runner
Collects prior returns, portal logins, and bank feed access.
Ledger Tidier
Drafts QuickBooks categorizations for one-click bookkeeper approval.
Close Board
Tracks month-end close tasks and flags stalled reconciliations.
Return Diff
Flags year-over-year return anomalies before preparer review.
Notice Triage
Reads IRS and state notices, drafts responses for CPA sign-off.
Refund Line
Answers where's-my-refund calls and texts with e-file status.
Estimate Nudger
Texts quarterly estimated payment reminders with amounts due.
Deadline Board
Tracks every return, extension, and filing deadline across the book.
Appointment Desk
Books, confirms, and reschedules tax appointments by text.
Invoice Chaser
Follows up unpaid invoices with friendly reminders and payment links.
Monthly Narrative
Turns monthly financials into plain-English owner summaries.
Inbox Triage
Drafts replies to routine client questions for preparer review.
Tax Alert Writer
Drafts deadline reminders and tax law change client emails.
Review Harvester
Asks happy clients for Google reviews after filing.
Quiet Client Watch
Flags disengaged clients before they leave for another firm.
Season Staffing Desk
Screens seasonal preparer applicants and schedules interviews.
Workload Balancer
Assigns returns to preparers by capacity and due date.
Nearby industries
See one that hits a nerve?
These are the agents we'd build for Accounting & Tax. The audit tells you which one comes first for your business.
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