AI operations for tax firms
Your team spends busy season chasing documents and re-keying numbers between tools. An agent does that work in the background and hands your preparers a clean queue.
The manual work we take off your team
Every tax firm does the same repetitive work by hand. That’s where an agent starts.
Chasing missing documents
W-2s, 1099s, receipts — the same three follow-up emails to every client, every year.
Re-keying between tools
Copying figures from bank feeds to the workpaper to the return, tab by tab.
Deadline triage
Which clients are at risk of missing an extension? It lives in someone’s head.
What an agent does here
Document chasing on autopilot
The agent tracks what’s outstanding per client and drafts the follow-up — you approve the send.
Reconciliation with a paper trail
Bank feeds reconciled against the books; every discrepancy flagged with its source.
Deadline radar
Clients approaching a filing or extension deadline surface in the morning brief, ranked by risk.
What it looks like for a tax preparer
Morning brief: 4 clients still missing 1099s, 2 returns ready to review, 1 extension due Friday.
Agent drafts a document-request email to the 4 clients. You approve 3, edit 1, send.
A bank feed reconciles itself; a $2,400 discrepancy is flagged with the transaction that caused it.
End-of-day: everything approved is logged. Nothing silently changed a return.
Connects to the tools tax firms already run on
Further reading
AI Agents for Accounting and Tax Firms: Filing Checks to Billing Reconciliation
Accounting firms run on deadlines and reconciliation — exactly what AI agents do best. Filing checks, billing gaps, client chasing: a practical deployment guide.
Revenue Leak Detection: How AI Finds Work You Never Billed
Unbilled work is the quietest leak in professional services. How an AI agent cross-references tasks, email, and invoices to find money that was earned but never billed.
The Approval Queue Pattern: Human-in-the-Loop for AI Agents
Why fully autonomous AI agents fail in enterprise settings, and how the approval queue pattern — AI proposes, human decides — makes AI adoption possible. Design guide with risk tiers and UI requirements.
Tell us what your tax firm does by hand.
We’ll show you what an agent can take over — in weeks, not quarters.
Book an Intro Call