Custom AI automations designed for the daily challenges cpa firm administrators face. Stop doing manually what AI can handle.
AI selects the correct organizer template for each client based on their filing history, personalizes it, and sends it with follow-up reminders for non-responses.
AI generates engagement letters from client data and service selections, populates correct fee schedules, and routes for partner signature.
AI tracks which documents have been received per client, sends personalized follow-ups for missing items, and escalates to the preparer when complete.
These are just examples. If you're a cpa firm administrator with a repetitive process that's eating your time, we can probably automate it.
