AI that chases the documents and tracks every deadline.
We train your team to use AI on real engagements, build agents for document requests and deadline tracking, and connect them to the tools your firm already uses.
- ✓Drafted 34 document reminder emails for clients missing source files2 hrs
- ✓Flagged 11 engagements due to file within 5 business days1 hr
- ✓Reconciled staff time entries against engagement budgets1.5 hrs
- ✓Compiled the weekly work in progress report by partner1 hr
Where the current setup breaks.
- 01
Client status is scattered across staff inboxes
A partner asks where a return stands and has to check with whichever preparer is handling it, since there's no shared view of progress.
- 02
Tax deadlines are tracked by memory and spreadsheets
Filing deadlines for dozens of clients live in a spreadsheet someone updates manually, and things fall through when that person is out.
- 03
Working papers get emailed back and forth
Client documents and working papers pass through email attachments, so version control depends on someone naming files correctly.
The tools, built for how you run.
Shaped around your workflows, with your team trained on each piece. Pick one to see it work.
Every client engagement and deadline in one view
Track engagements, filing deadlines, staff assignments, and billing from a single dashboard built around how your firm runs tax season.
Keep what works. Own the rest.
We don't rip out the tools your team relies on. We connect them, and replace the subscriptions that only cover part of the job.
The tools your team likes stay. We connect them, so the data moves on its own.
Practice management subscriptionsSeparate document portalsManual deadline spreadsheetsEmail based document requests
Replaced by a system you own. No seats, no renewal.
The discovery guarantee. First build live in 30 days and more than the fee in yearly savings found, or the fee comes back. The terms →
Other industries we work with.
AI that drafts the updates and watches every budget
Budgets live in three places.
AI that dispatches, invoices, and remembers every truck
Dispatch and invoicing don't talk.
AI that tracks every matter, deadline, and file
Matter status lives in someone's head.
See where AI fits in your business.
Your workflow mapped, every tool audited, and your first build live on your own data within 30 days. The discovery fee counts toward whatever comes next.
Book a conversation