Tax season overwhelm — 16-hour days for 3 months. Clients sending documents in 47 different formats. You're losing $4,800/mo every month to problems that AI agents solve overnight. One-time setup. You own everything.
Every accounting business deals with these. Most just accept them. You don't have to.
Tax season overwhelm — 16-hour days for 3 months
Clients sending documents in 47 different formats
Follow-up emails for missing documents eating hours
Bookkeeping clients needing constant check-ins
Three agents working 24/7. Built for how accounting firms actually operate.
Sends automated requests for W-2s, 1099s, receipts. Follows up 3x. Tracks what's received vs. outstanding.
Monthly automated check-ins with bookkeeping clients. Flags anomalies, answers common questions, escalates to you only when needed.
New client onboarding in 10 minutes instead of 2 hours. Collects entity info, prior returns, access credentials — all automated.
A 4-person CPA firm in Denver deployed a document collection agent before tax season. Client document completion rate went from 62% to 94% by February 1st. They took on 40% more returns without adding staff.
From $399. No monthly fees to us.
Your agents, your data, your infrastructure.
Not months. Agents working within a week.
Your competitors are already automating. Every month you wait is another $4,800/mo gone. Let's fix that.
We build agent teams for any service business. Here are some we specialize in.