Tax & Accounting / Tax Prep Firms
Returns are stuck waiting on clients.
Your team shouldn’t chase every document.
We put AI specialists on document collection, extension tracking, and off-season contact. Missing forms come in, extensions stay on schedule, and clients don’t go silent between April and January.
Where Tax Prep Firms Lose Hours
Document Chasing at Scale
Every return waits on a W-2, a 1099, or a K-1 that hasn’t arrived. Chasing hundreds of clients for missing documents buries your preparers during the busiest weeks.
Extensions Slip Through
Returns on extension need tracking so nothing blows an October deadline. Managing that list by hand is where things fall through.
Off-Season Silence
You file in April and don’t talk again until next year. Review requests and referrals that would grow the firm never get sent.
The Agents We Put to Work for Tax Prep Firms
What Changes
We install the team. You direct it.
Audit
We find where your team’s hours leak and pick the role to agentify first.
Build
We wire your agents into the tools you already use, connected to your stack.
Train
We teach your people to run their agents like a team. This is what makes it stick.
Compound
Every month the team gets sharper, and we add agents as you grow.
Ready to survive the next filing season?
Tell us your most painful role. We’ll have an agent working on it this month.
Start with one agent