Client document intake
Sort, name, and summarize uploaded W-2s, 1099s, and K-1s, and flag what's missing.
Home CPA firms
Your tech department for CPA and tax firms.
Agents that handle your routine work alongside you, even when you take a break. For CPA and tax firms, that's document intake, follow-up and notice drafts. We set them up to work within your firm's information security program under the FTC Safeguards Rule.
Typical work
Missing-items follow-up
Draft personalized reminder emails from your checklist.
Engagement letters and organizers
Generate first drafts from templates for partner review.
Notice responses
Summarize IRS and state notices and draft response letters.
Bookkeeping cleanup
Categorize transactions and flag anomalies before review.
Advisory memos
Turn meeting notes into clear client summaries.
We measure your actual numbers during the Pilot.
Compliance
Tax preparers are covered by the FTC Safeguards Rule under the Gramm-Leach-Bliley Act, which requires a written information security program, risk assessment, access controls, MFA, and oversight of service providers. IRS Publication 4557, Safeguarding Taxpayer Data, lays out how practitioners should meet it, and that program has to cover every system that touches taxpayer data, including any AI tool that does.
We set up business-grade AI with data controls, MFA, and access policies, and we document what we set up so your compliance advisor can use it.
Not legal or tax advice. Confirm requirements with your compliance advisor.
Also for insurance agencies, law offices, dental practices, and any small business with repetitive work.