On the hours between a client’s documents and a reviewed return or a closed month: gathering and reading source documents, preparing first drafts, reconciling, and tying out. It runs inside your firm, so client tax information stays there, and a CPA reviews and signs everything, as now.
Desk by desk
What we would build across the office, each one trained on how your team works today.
01
Client documents
Gathering and reading what clients send you.
Document gatheringWhat is missing chased, and what arrives sorted by client and year.
Source documents readW-2s, 1099s, K-1s and statements pulled into the workpapers.
OrganizersPrepared from last year and checked against what came in.
Client questionsAnswered from the file, for a person to check.
02
Tax
Getting returns to a first draft for review.
Return preparationPrepared to a first draft from the workpapers for a preparer to review.
NoticesRead, matched to the return, and a response drafted.
ResearchEvery answer with its source in the code and guidance.
Review checksYear-over-year changes and missing items flagged before review.
03
Bookkeeping and the close
Closing the month faster.
ReconciliationsBank and card accounts reconciled, exceptions listed.
CategorizingTransactions coded from each client’s own history.
The close checklistAccruals and adjustments prepared for a person to post.
Client reportsThe monthly package drafted from the closed books.
04
Audit and advisory
The prep work before the engagement team starts.
Tie-outsFigures tied to their support, with every link kept.
WorkpapersCross-referenced and indexed as they are prepared.
SamplingSamples pulled and the support gathered.
Variance explanationsDrafted from the ledger for the team to confirm.
We don’t replace people.
We build tools that take the repetitive part off people’s desks, so they have more time for the work only they can do, and every day is a little easier. Every agent works for someone on your team, and a person stays in charge of what matters.
The rules you work under
We work within your rules.
It runs where your data already lives, and a person approves what matters. How we handle your data
Client tax informationTax return information is protected by rules on its use and disclosure, IRS section 7216 in the US. It stays inside your firm and is used only for the work the client engaged you for.
A CPA signsThe agent prepares. A preparer reviews, and a CPA signs every return and every opinion, as now.
An audit trailEvery step it takes is recorded with its reason, so a reviewer or an inspector can follow the work.
How it starts
One desk at a time, so every step is proven before the next.
01A working callHow the office runs today, where the hours go, and what must never go wrong.
02One desk firstWe pick the work worth the most and build that, joined to the systems you have.
03Run alongsideIt works real cases next to your people until it matches them.
04Then the next deskEach desk added once the last one has earned its place.
Questions
Is client data used to train a model?
No. Client information stays inside your firm, is used only for the engagement, and never trains anyone else’s model. Security and trust.
Does it work with our tax and accounting software?
Yes. We work with the software you already run, through its own connections where it has them and through its exports where it does not.
When is the best time to start?
Outside the busy season: one desk first, run alongside your team, ready before the next deadline.
Tell us about the work. We’ll show you the AI for it.