Tax season, handled.
Year-round.
Your AI assistant handles client questions, collects documents, and sends deadline reminders. You focus on the numbers.
Zero friction, just deploy
For growing teams
Sound familiar?
Drowning in client questions during tax season
AI handles common questions 24/7
Chasing clients for documents
AI collects and organizes automatically
Clients missing deadlines
Automated reminders keep everyone on track
Repetitive data entry
AI extracts info from documents
Your AI accounting assistant
Handle more clients without burning out your team. AI manages the communication overhead.
Client FAQ Bot
80% fewer callsAI answers questions about deadlines, required documents, and process. Accurate and instant.
Document Collection
2x faster collectionAI requests, receives, and organizes client documents. Sends reminders for missing items.
Deadline Management
Zero missed deadlinesAI tracks deadlines per client and sends timely reminders. Nothing slips through.
Secure Messaging
Bank-grade securityClients can share sensitive documents via encrypted channels. No more email attachments.
80%
Fewer calls
2x
Faster doc collection
0
Missed deadlines
Frequently asked questions
Is it secure enough for financial data?
Yes. Enterprise-grade encryption, dedicated servers, and SOC 2 compliant infrastructure. Your clients' financial data is protected.
Can it handle tax-specific questions?
The AI answers questions about your services, deadlines, and document requirements. It doesn't provide tax advice—that's your expertise.
Does it work with my practice management software?
We integrate with popular accounting tools. Documents and client communications sync automatically.
What about during tax season surge?
AI handles unlimited concurrent conversations. It doesn't get overwhelmed, take sick days, or need overtime pay.
Ready for a smoother tax season?
Join accounting firms who automated client communication. Deploy in 2 minutes.
Get Started Free