We integrate with your existing tax and accounting platforms. We scope the specific integrations on the audit call.
Built with your stack
// Tax Automation
AI tax automation service for accounting firms - document collection, deadline tracking, and client reminders that run themselves across Xero, QuickBooks, DocuSign, and n8n. Your staff prepares returns instead of chasing them.
Built with your stack
The problem
The same bottlenecks hit every practice at the same time each year: clients who never sent their documents, staff chasing instead of preparing, deadlines tracked by hand, and last-minute panics that a reminder six weeks earlier would have killed.
Tax workflow automation runs the same process for every client, every year, automatically.
Want to make this tax season the last manual one?
Free audit. We map the workflow in 30 minutes.
Tax document requests sent automatically at the right time. Reminder sequences escalating until documents are received. Each document receipt triggers the next workflow step. Your staff handles exceptions, not routine chasing.
All client deadlines tracked centrally. Automated alerts to your team when deadlines are approaching. Client reminders sent automatically. No deadline missed because it fell through the cracks.
Engagement letters, document requests, confirmation of receipt, draft return notifications, and approval requests all sent automatically at the right workflow stage.
Returns and documents routed for client e-sign automatically. Signed documents received and logged. Unsigned documents followed up automatically.
Filing confirmations sent to clients automatically. Records updated. Post-filing follow-up scheduled. All without manual intervention.
Ready to automate your tax workflow?
Book the audit. We scope tax automation in 30 minutes.
We integrate with your existing tax and accounting platforms. We scope the specific integrations on the audit call.
Pricing depends on the scope of your system. After a free audit we give you a clear quote, fixed-price or hourly, whichever fits. Book the audit for a number tailored to you.
We design data handling with compliance in mind. Your legal team reviews final compliance requirements.
It depends on scope. We give you a clear timeline in your free audit before any work starts.
// Free Audit
Thirty minutes. No pitch. You leave with a prioritized roadmap for the highest-return automations in your business, yours to keep whether you hire us or not.