Accounting and finance firms
Busy season goes on chasing documents. We do the chasing, on a schedule you approve.
We help firms spend less time chasing documents and more time with clients.
Accounting, tax and bookkeeping practices, financial advisers and planners, and mortgage brokers.
Where the time goes
Clients send documents late, and your team spends busy season chasing them. In Financial Cents' 2025 report, 47% of more than 800 accounting firm owners called client and staff onboarding inefficient. Among firms on one of its paid plans, clients took 5 days on average to send documents.
What we’d build first
- AI task: Chase clients for missing documents on a schedule you approve
- AI task: Turn client meetings into notes and next steps in your files
- AI task: Draft replies and follow-ups for your team to send
The rules we build to
- A person approves every client message, and every message is kept in your records.
- The AI gives no tax, investment or loan advice.
- We work within the data rules your regulator sets, such as the FTC Safeguards Rule for tax preparers and mortgage brokers or Regulation S-P for SEC-registered advisers.
- For tax work, return data reaches an AI tool or anyone outside the US only after you confirm the client’s signed consent.
An example day at an accounting firm
- AI task: Chase 14 clients for missing tax documentsApproved by Priya
- Client review meetings
- AI task: Turn 3 client meetings into notes and next stepsSaved to client files
- Prepare returns
- AI task: Sort 26 client uploads into the right folders2 flagged as incomplete
This is an example, not a promise. The assessment finds what fits your business.
See where AI could save your team time.
In a free 30-minute call, we learn how your team works and find the tasks worth starting with. You keep the ideas either way.