AI automation for CPA firms in New Jersey
Collect documents without the chase, file them automatically, and give your team back hours every week of tax season.
What we automate for cpa firms.
Document collection
Clients get a checklist and reminders that keep going until every document is in.
Auto-filing
Uploads are identified, renamed and filed by client, year and form type.
Engagement and e-sign
Engagement letters and organizers sent and signed at the start of every season.
Client question assistant
Answers common questions about deadlines, status and what to send, and routes the rest.
Bookkeeping first pass
AI categorizes transactions for your staff to review.
A day with it running.
Every returning client gets their engagement letter and document checklist automatically.
A client uploads a phone photo of a W-2. It is renamed and filed to the right client and year in seconds.
Clients still missing documents get a friendly third reminder. Nobody on your team sent it.
Your dashboard shows who's ready for prep and who's still waiting.
Works with your tools.
We connect to the software you already use, so your team doesn't learn a new system.
Common questions
Is client financial data secure?
We use business-tier tools, limit access to what each workflow needs, and keep files in your existing secure portal or document system.
Will this change how clients send documents?
Only if you want it to. We can keep your current portal and automate the reminders and filing around it.
Can AI prepare returns?
We don't automate preparation or sign-off. We automate the chasing, sorting and admin around it so your preparers spend their time on the work that needs them.
See what your CPA firm could automate first.
Other industries: Real estate, Law firms, Title companies, Restaurants, Medical offices, Home services.
Read next: What to automate first: 5 AI automations that pay off fastest.