Tax Ai Systems

Why Accounting Firms Automate With Us

Save 50–150 Hours Every Month

Automate client reminders, reconciliations, reporting, payroll
tasks, onboarding, document
collection, and more.

Zero Manual Data Entry

Push & sync data between QBO, Xero, Google Sheets, portals, CRMs, and reporting tools automatically.

Faster Month-End Close

Automated recurring tasks, reconciliations, trial balance validations, and monthly reporting packages.

Never Chase Clients Again

Automated email/SMS reminders for documents, signatures, missing info, payments.

Automated Monthly & Weekly Reporting

Deliver P&L, balance sheets, KPI dashboards, AR/AP summaries without lifting a finger.

Eliminate Human Errors

No more misclicks, duplicate entries, wrong uploads, or manual mistakes.

Scale Without
Hiring More Staff

Automation handles repetitive work so your team can handle 2–5× more clients.

AI Assistants for Accounting Teams

AI agents summarize documents, categorize expenses, analyze statements, and generate insights.

End-to-End Accounting Automations

If a workflow is repetitive, manual, or done more than once — we can automate it. From simple reminders to full end-to-end processes across bookkeeping, tax, CAS, payroll, client management, and advisory — anything you use in your firm can be turned into a streamlined, automated system.

Free Workflow Audit

Client Communications & Intake

Digital onboarding

Document collection

Missing document reminders

E-sign + ID verification workflows

Pre-engagement questionnaires

Client status notifications

Identity verification workflows

Bookkeeping & Monthly Close

Automated reconciliations

Posting recurring entries

Trial balance checks

Data validation workflows

Automatic task creation in Karbon / Jetpack

Month-end checklist automation

Close status alerts & escalations

Reporting & Insights

Automated P&L, Balance Sheet, Cash Flow reports

Client KPI dashboards

Emailing reports & summaries

Forecasting templates

Budget-to-actual comparisons

Tax Firms

Tax organizer workflows

Missing forms follow-up

Deadline reminders & escalation paths

E-file status notifications

Extension filing automation

Client communication sequences

Payroll

Payroll run reminders

PTO approvals

Timesheet syncing

Filing confirmations

New hire setup workflows

Employee change notifications

CFO Advisory

Automated weekly KPI emails

Variance reports

Rolling forecast updates

Alerts for anomalies

Cash runway updates

Board meeting reporting packs

AI Assistants

AI expense categorization

AI document extraction (P&L, receipts, invoices, bank statements)

AI-generated summaries for clients

AI answering client queries

AI-powered data cleanup

AI chatbots for internal teams or clients

AI Chatbots Built for Accounting, Bookkeeping & Tax Firms

Automate client communication, document intake, FAQs, and internal questions — with secure, accounting-trained AI assistants.

Cuts 40–80% of client emails

Removes 50–90% of document chasing

Works 24/7 with 100% consistency

Client Intake& Communication

Request & track documents

Deadline reminders

Instant answers to common questions

Bookkeeping
& Tax Support

Status of uncategorized items

Reconciliation & close updates

Tax document validation & reminders

Internal Knowledge Bot

Answers SOP, workflow & checklist questions

Helps team onboard clients faster

Security & Data Protection

SOC-2 encryption • Secure QBO/Xero integration • IRS/GAAP/AICPA compliantNo external data storage. Optional local/VPC hosting.

Why Firms Use Our Chatbots

Instant client answers • Less document chasing • Faster close cycles
Works on: Website, Portal, Email, SMS, WhatsApp, Slack, Teams.

Book a Free Chatbot

What Happy Clients Tell

James W., CFO Advisory Director

“I didn’t believe the ROI numbers… then we saved more than predicted.”

“Forecasting updates and weekly KPI emails run automatically.
Each account now saves us 6–7 hours/week, which across 14 clients is ~350 hours/month freed. This let us scale without hiring — easily a $40k/month ROI.”

Emily R., Founder — LedgerFlow Bookkeeping (12 staff)

“We saved over 60 hours every month — instantly.”

“Your team automated our monthly close workflow and document collection.
We measured it: 62 hours/month saved, mostly from no longer chasing clients or posting recurring entries manually. We hired you for automation, but we stayed because it finally feels like our firm runs itself.”

Stephanie T., Managing Partner — Beacon Ledger & Payroll

“Client communication chaos? Gone. Saved 10 hours per week.”

“Before automation: constant emails, missed docs, late responses. After automation: everything runs on autopilot. We save 8–12 hours/week, and our clients finally send what we need on time.”

Carlos D., Payroll Manager — ClearBooks CPA Group

“Payroll used to take two full days. Now it’s 35 minutes.”

“Timesheet reminders, approvals, syncing — all automated. What used to be 16 hours every pay cycle now takes less than one hour. Our accuracy is up, errors are down, and clients think we ‘grew our team.’ We didn’t — we automated.”

Laura S., Tax Partner — SummitTax Advisors

“Our tax season admin dropped by 70%. That’s not an exaggeration.”

“The organizer → reminders → document tracking workflow saved us $25,000+ in seasonal labor. We didn’t have to hire temps this year. Automation handled the chasing, and our preparers finally focused on actual prep work.”

Pricing

Simple, ROI-Driven Pricing for Accounting Firms

Starter Automation Package

For small bookkeeping firms, solo CPAs, and early-stage accounting teams that want to eliminate 1–2 manual workflows quickly.

$600–$1,500

/mo

Estimated ROI:

Typical firms save $2,000–$6,000/month by automating client onboarding, reminders, and simple reporting tasks.

Free Workflow Audit

Includes:

1–2 fully built workflows (QBO, Xero, TaxDome, Karbon, ClickUp, Airtable, Email, Slack)

Setup, testing, and deployment

Workflow documentation + Loom videos

14–30 days of post-launch support

Basic monitoring

Light optimization during support period

Priority email support (next business day)

Operations Automation Pack

For growing accounting firms handling 30–150 clients that want to automate a larger part of operations: onboarding → document collection → workflows → reporting.

$1,500–$4,500

/mo

Estimated ROI:

Typical firms save $6,000–$15,000/month in admin time, reduced errors, and faster month-end close.

Free Workflow Audit

Includes:

3–5 fully built workflows

Automation architecture + process mapping

QA, testing, deployment

Loom training videos for your team

30–45 days of post-launch support

Monitoring + fixes during support window

Optimization recommendations

Priority support (<12–24 hours)

Most Popular

Automation Partner (Retainer)

For firms that want a long-term automation team to maintain workflows, prevent issues, and continuously build new automations every month.

$900–$2000

/mo

Estimated ROI:

Typical firms save $10,000–$25,000/month through ongoing optimization, avoided manual work, and new workflow builds.

Free Workflow Audit

Includes:

Dedicated automator for your firm

10–20+ hours/month (development + maintenance + consulting)

Unlimited small tasks (<15 min)

Full monitoring + proactive improvements

Monthly reporting + KPI insights

Quarterly automation roadmap

Internal team training + onboarding sessions

Priority response (<12 hours)

Try It Free — No Risk, No Commitment

Make your firm automation-ready without paying anything upfront.

Get Free Automation now

Included in your free package:

Free Workflow Audit

We map all your processes, tools, bottlenecks, and automation opportunities.

Free “Quick Win” Automation

A small but useful automation built for your firm (e.g., Slack notifications, Google Sheets sync, client reminders).

Free Strategy Session

30–45 minute consulting call to answer your tech questions and uncover ROI opportunities.

Free 3-Month Automation Roadmap

A detailed plan showing what to automate, expected savings, required tools, and timelines.

Free Data & Integration Check

We evaluate your tools (QBO, Xero, Canopy, TaxDome, etc.) and confirm what’s possible.

Free Tooling Recommendations

We suggest the cheapest and fastest setup for your firm (n8n, Make, Zapier, AI agents, etc.).

Free “Automation Potential” Report

A document you can share internally showing:

how much time can be saved

which tasks to automate first

cost-benefit breakdown

what manual tasks can be eliminated this month

Bonus: Free 7-Day Slack/Email Support

Ask questions anytime. We help your team understand automation, tools, and best practices.

Free Workflow Audit

Your Automation Journey

Begin your transformation today — zero cost, zero risk.

Free Workflow Audit

Free Automation Audit

We map your workflows & identify savings.

Fast Setup

Connect QBO, Xero, CRMs, spreadsheets & portals.

Build Automations

New workflows delivered every month.

Monitor & Support

We catch issues before your team even notices.

Optimize & Scale

Add new services, new workflows, new AI tools.

Case Study

Problem:

Client onboarding and monthly close were chaotic. Staff were manually sending reminders, collecting documents, and creating tasks.

Solution:

Onboarding

Document collection

Reconciliation checks

Recurring entries

Task creation in Karbon

Results:

62 hours/month saved acrossa 6-person team

Close time reduced by 28%

Estimated $6,500/month labor savings

Zero missed client deliverables in 60 days

Problem:

Tax season required temporary staff for chasing missing documents and managing organizer status.

Solution:

We built a fully automated organizer → reminders → document tracking workflow integrated with their client portal.

Results:

70% reduction in admin workload during tax season

$25,000 saved by not hiring temps

Return preparation speed improved by 20–25%

Clients submitted documents 5x faster than previous year

Problem:

Payroll was taking the payroll manager nearly two full days each cycle because of approvals, timesheet chasing, and manual syncing.

Solution:

Automated:

employee reminders

approval routing

data validation

syncing to payroll system

Results:

Time reduced from 16 hours → 1 hour

15 hours saved per pay cycle

99% accuracy rate in payroll data

Equivalent of $1,800/month in recovered productivity

Problem:

Weekly KPI reporting and forecast updates were completely manual and took analysts several hours per client.

Solution:

We automated:

revenue/cash pulls

KPI calculation

variance analysis

weekly email summaries

forecast refresh

Results:

6–7 hours saved per client per week

Across 14 clients → ~350 hours/month saved

$40k/month in ROI (no new hires needed)

Analysts shifted to higher-value CFO advisory work

Problem:

Month-end close was inconsistent across teams. Managers had no visibility into bottlenecks, overdue tasks, or missing documents.

Solution:

We built:

automated close checklists

real-time close dashboard

alerts for stuck tasks & missing data

automated follow-ups

Results:

30% faster month-end close

40+ hours/month saved across teams

Fewer errors → client satisfaction up 22%

No more last-minute scrambles or “fire drills”