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AI for accounting firms: less chasing, calmer seasons
Tax season is mostly waiting on clients, then sorting what they send. We build AI that asks for the right documents, follows up, and files everything where your preparers expect it.
Sound familiar?
Most of the busy season isn't accounting. It's collecting and sorting.
Chasing the same documents
W-2s, 1099s and statements, asked for again and again from every client.
Uploads in every format
Photos, screenshots and PDFs named “scan_001” that someone has to open, rename and file.
Re-typing numbers
Figures from statements and receipts keyed into your software by hand.
“Is my return done?”
Status calls and emails in the weeks you have the least time to answer them.
Notices that can't wait
IRS and state letters arrive mixed in with everything else and need to reach the right person fast.
Busy season, step by step
Three example workflows for an accounting firm. Pick one and watch a file go down the line. Your preparers still do the review.
Example workflow · accounting firm
Tax-season documents
Before, staff spent weeks chasing documents before the real work could start.
- Season starts (Your systems)
- Sends checklists (AI does it)
- Chases gaps (AI does it)
- Sorts uploads (AI does it)
- Preparer reviews (Your team checks)
- Full fileready before the preparer starts
- AI does it
- Your team checks
- Your systems
Four more things AI can do for your firm
We haven't published an accounting project yet, so each of these is an example workflow: something we know how to build.
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Statements and receipts into your books
AI reads bank statements and receipts and prepares the entries in your bookkeeping software for review.
BeforeNumbers are keyed in from PDFs and photos.
With AIEntries are ready for a quick review and approval.
Uses document reading and connected systems.
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Engagement letters and e-signature
AI prepares each client's engagement letter, sends it for e-signature, and tracks who's signed.
BeforeLetters are built and chased by hand every season.
With AILetters go out together and signatures are tracked for you.
Uses connected systems and client intake.
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“Is my return done?” answers
Clients ask about their return by text or email and get an answer based on where it really stands.
BeforeStaff stop work to check status and reply.
With AIClients get an answer right away. Staff keep working.
Uses phone and text assistants and AI agents.
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Month-end reconciliation prep
AI gathers statements, matches what it can, and lists the items a person needs to look at.
BeforeEvery account is gathered and matched by hand.
With AIStaff start with a short list of items that need attention.
Uses connected systems and reporting.
Every example keeps your preparers in charge of the numbers.See all services
Which of these would help most before next season?
The audit answers that in writing, with a price for each piece. From $500.
Closest real result
10–20 hoursback a week at an insurance claims firm
That's what our missing-documents agent gives one claims team. It isn't an accounting firm, but the job is the one you face every season: asking clients for documents, checking what comes back and following up until the file is complete.
See the claims workHow we'd start
Every engagement begins with a paid audit. Start a few months before busy season and the first workflow is built and tested in time.
Find where the hours go
We talk with the people who do the work at your firm, map how it flows, and hand you a written plan ranked by hours saved.
- 1–5 people$500
- 6–14$750
- 15–19$1,250
- 20–29$1,500
- 30 or moreCustom quote
Build the first workflow
Larger projects are priced in your plan. If your first project is $2,000 or more, your audit fee comes off the build price.
You can stop after any step. The written plan is yours to keep, whoever builds it.
How we handle client financial data
- Client data stays in your systems, such as your document portal and bookkeeping software.
- Entries and messages can wait for staff approval before anything changes.
- You decide what's kept and for how long.
- We choose AI providers and settings that don't use your data to train their models.
What we won't automate
AI collects, sorts and drafts. Your team makes the calls.
Tax positions, advice and sign-off stay with your preparers and partners. They review every number before it goes anywhere.
Accounting firm questions
Something else on your mind? Call (305) 807-7015.
What can AI do for an accounting firm?
AI can take over the collecting and sorting: sending clients document checklists, following up on missing items, renaming and filing uploads, reading statements and receipts, preparing engagement letters and routing IRS and state notices. Your preparers review the numbers.
Does it work with our tax and bookkeeping software?
Often, yes. We connect to tools like QuickBooks and your document portal where they allow it. The audit confirms what's possible with your exact setup before you pay for a build.
Will AI prepare tax returns?
No. We use AI to collect, sort and prepare information so your preparers start with a complete file. The return, the tax positions and the sign-off stay with your team.
When should we start, before or after tax season?
Ideally a few months before your busy season, so the first workflow is built and tested in time. The audit takes 1 to 2 weeks.
How much does it cost?
The audit is $500 for up to 5 people, $750 for 6 to 14, $1,250 for 15 to 19 and $1,500 for 20 to 29. Firms with 30 or more get a custom quote. First builds typically run $2,000 to $3,500.
Is our client financial data kept private?
Yes. Client data stays in your systems, access is limited to what each system needs, and we choose AI providers and settings that don't use your data to train their models.
Find out where AI fits in your firm
Start with a free call, or go straight to the audit. Either way, you talk to the person who builds it.
Not sure yet?
Book a free 20-minute call
Tell us what's eating your team's time. We'll tell you honestly if AI can help. No pitch, no obligation.
Book a free callReady?
Book your AI workflow audit, from $500
1–2 weeks, ending in a written plan ranked by hours saved, with a price for each piece.
Book your audit
Today, every call and every audit is led by our founder, Aramis M. Figueroa. Or call (305) 807-7015.
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