The AI Operations Team Your Tax Practice Never Had
Four connected tools that answer every inquiry, chase every document, track every deadline, and keep clients informed, while your preparers keep sign-off on everything
The season is short. The leaks are expensive
Season calls unanswered
In peak weeks the phone rings out. The prospect files with whoever answered first
The document chase
Staff spend weeks emailing clients for income statements, expense records, and receipts
Organizers typed by hand
Engagement letters and tax organizers are prepared manually for every client, every season
"Is my return filed yet?"
Preparers stop mid-return to answer status calls that a system should have answered
Four tools. One connected system for your practice
Capture the inquiry, convert it into a client, deliver the return, and retain the relationship
Every inquiry answered instantly, even in peak season
When a prospect contacts your practice, the intake assistant responds in seconds, on your website, WhatsApp, or email. It collects the filing type, prior-year situation, and deadlines, books the appointment, and files a complete record into your CRM. The busiest weeks of the year are exactly when it earns its keep.
- ✓ Peak-season inquiries captured around the clock
- ✓ Filing type and deadlines collected up front
- ✓ Appointments booked straight into your calendar
Organizers out, documents in, without the email tennis
Engagement letters and tax organizers are generated from the client record instead of prepared by hand. Document checklists go out automatically and the system chases every missing item until the file is complete. A preparer signs off before anything reaches a client.
- ✓ Organizers and letters generated in minutes
- ✓ Missing documents chased until complete
- ✓ Mandatory preparer review before anything is sent
Every return visible, nothing slips near a deadline
Inquiries are scored on return complexity and value before they reach you, business clients trigger instant alerts. Every return in progress sits in one live pipeline with its stage and deadline, so the practice sees exactly what is at risk as filing dates approach.
- ✓ Scoring tuned to return complexity and value
- ✓ Instant alerts on high-value business clients
- ✓ One pipeline of every return and its deadline
Clients informed at every stage, preparers left to prepare
Clients get automatic updates as their return moves, documents received, in preparation, filed, plus reminders ahead of every deadline and extension date. Last season’s clients are re-engaged automatically when the new season opens. Anything sensitive routes to a human first.
- ✓ Status updates from documents-in to filed
- ✓ Deadline and extension reminders sent automatically
- ✓ Prior-year clients re-engaged every season
Built around how your practice already works
No rip-and-replace. The operations layer wraps around the software and workflow you already trust
Discover
We map how returns move through your practice, from first call to filed, and where hours leak in season
Build around your software
The tools connect to your tax software, email, calendar, and WhatsApp. Nothing gets replaced
Pilot one return type
We go live on a single stream first, for example individual returns, before the system expands
Manage through the season
We run it as a monthly service, tightening it before peak weeks, with your preparers keeping sign-off
What We Can Build for Tax Practices
Your preparers keep sign-off on everything
What practice owners ask us
The assistant introduces itself honestly and hands off to your team whenever a human should take over. Nothing pretends to be your preparer
The system works inside your existing tools and your data stays yours. Sensitive communications are always routed to a human before anything is sent
No. The operations layer is built around what your practice already uses. Your tax software, email, and calendar stay exactly where they are
That is the point. The system answers every inquiry and chases every document at 2am in April exactly as it does in the quiet months, and your team keeps sign-off throughout
Find out where your practice leaks hours every season
A free manual audit of your intake, documents, pipeline, and client communication. Delivered within a day. No obligation