Stop Chasing Documents & Missing Tax Season Leads
We automate the high-friction manual tasks that cost CPA firms 40% of their potential revenue. From automated K-1 collection to AI-driven scheduling, we give your team their billable hours back.
CPA firms face a crushing volume of administrative overhead during the Q1-Q2 window, where 40% of incoming calls and leads are often lost due to staff capacity limits. With the average recurring tax client valued between $2,000 and $5,000, missing just five calls a week can result in $100k+ in lost annual revenue.
Beyond lead loss, the 'document chase'—manually emailing clients for missing 1099s, K-1s, and bank statements—consumes roughly 15-20 hours per week for most senior staff. By integrating automation layers atop tools like Drake Tax, CCH Axcess, and Karbon, firms can eliminate these bottlenecks and ensure IRS Pub 4557 compliance without increasing headcount.
Problems We Solve
Tax Season Call Overload
During peak season, firms miss 40%+ of calls. We deploy AI voice agents that qualify leads, schedule appointments, and intake basic client data into your CRM 24/7.
The Manual Document Chase
Stop manually emailing clients for missing files. We automate follow-up sequences that trigger based on your tax software's 'missing document' status, saving 15+ hours per week.
Onboarding Bottlenecks
New client setup in Thomson Reuters or Karbon often takes 45 minutes of data entry. We automate the sync from your engagement letter signature to your project management suite.
Invoice Lag & Unbilled Time
Firms often wait until the end of the month to bill. Our workflows trigger invoice generation in QuickBooks or Xero the moment a return is marked as 'Ready for Review'.
What You Get
Automated Doc Collection
Secure, automated upload requests that map directly to client folders in your document management system.
Tax Software Sync
Deep integration with Lacerte, Drake, and CCH Axcess to update project status in real-time.
Deadline Reminder Engine
Automated SMS and email alerts for estimated payment deadlines and filing dates to keep clients compliant.
AI Appointment Routing
Intelligent scheduling that accounts for staff expertise (e.g., routing S-Corp inquiries to specific partners).
Compliance-First Archiving
Every automated interaction is logged and archived to meet AICPA and state board record-keeping standards.
What It Costs
Setup
$2,000 - $5,000
Monthly
$300 - $600
ROI Example
By automating document collection and lead intake, a 5-person firm can save 60 hours/month. At a $200/hr billable rate, that is $12,000 in recovered capacity every single month.
Frequently Asked Questions
Does this work with legacy tax software like Drake Tax or Lacerte?
Yes. While some legacy tools lack open APIs, we utilize Robotic Process Automation (RPA) to bridge the gap between your tax software and modern automation tools like Zapier or Make.
Is this compliant with IRS Pub 4557 and Gramm-Leach-Bliley Act?
Absolutely. We prioritize end-to-end encryption and ensure all automated workflows reside within SOC 2 compliant environments to protect sensitive PII and financial data.
How long does it take to get a firm up and running?
Typical implementation takes 3 to 5 weeks. We recommend starting no later than November to ensure your team is fully trained before the January tax rush.
Can you automate the 7216 consent form process?
Yes, we can build workflows that require a digital signature on 7216 consent forms before the client is permitted to upload documents to your portal.
Will my clients find the automated system difficult to use?
No. We design 'mobile-first' interfaces. Clients receive a simple link via SMS or email that allows them to upload docs or schedule calls without needing to remember a password.
Audit Your Firm's Workflows
Book a free 15-minute consultation to identify the three biggest bottlenecks costing your firm billable hours this year.
Serving CPA Firms businesses nationwide. Based in Westlake Village, CA.