Accounting & tax firms — Automation for accounting and tax firms
Accounting and tax firms lose time to chasing documents, retyping forms, answering status questions and running the same close steps for every client. Automation handles that routine work, while preparers and bookkeepers make every tax and accounting decision. 38 automations fit, each with an example and workflow written for accounting & tax firms.
What accounting & tax firms automate
Showing 38 use cases for accounting & tax firms
- Calls & leadsPlanned for a clientAI receptionistIn tax season, an AI assistant answers calls, books tax appointments and passes IRS notices to a preparer.Accounting & tax firmsHow it works
- Calls & leadsPlanned for a clientMissed-call text-backWhen a call rings out in busy season, the caller gets a text asking if they're a client and what they need.Accounting & tax firmsHow it works
- Calls & leadsBuilt for a clientInstant lead responseNew client inquiries get a reply right away asking which services they need, with a link to book a call.Accounting & tax firmsHow it works
- Calls & leadsBuilt for a clientLead qualification & routingNew inquiries are sorted into individual tax, business tax and bookkeeping, then sent to the right person.Accounting & tax firmsHow it works
- Calls & leadsLead nurture sequencesBusiness owners who want to switch firms after the season get short, useful emails until they're ready to talk.Accounting & tax firmsHow it works
- Calls & leadsIn build for a clientWebsite chat assistantA chat on the firm's site answers service, fee and portal questions from approved content and books discovery calls.Accounting & tax firmsHow it works
- Calls & leadsPlanned for a clientQuote follow-upEngagement proposals that sit unsigned get timed reminders, and a partner hears when a client asks about scope or fee.Accounting & tax firmsHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderA draft engagement proposal is built from the discovery call answers and the firm's fee rules for a partner to review.Accounting & tax firmsHow it works
- SchedulingBuilt for a clientOnline self-bookingTax clients book prep appointments, drop-offs and review calls online from the preparers' real open times.Accounting & tax firmsHow it works
- SchedulingAppointment remindersTax clients get reminders before each appointment, with the documents to bring and a link to reschedule.Accounting & tax firmsHow it works
- Intake & documentsBuilt for a clientDigital intake formsNew tax and bookkeeping clients answer intake questions online, and the answers decide which documents to request.Accounting & tax firmsHow it works
- Intake & documentsClient onboardingOnce a client says yes, the engagement letter, billing setup, portal invite and first document request run in order.Accounting & tax firmsHow it works
- Intake & documentsDocument collectionTax clients get a checklist built from last year's return, with reminders that name only what's still missing.Accounting & tax firmsHow it works
- Intake & documentsBuilt for a clientDocument data extractionFigures from W-2s, 1099s, K-1s and bank statements are pulled out for the preparer to check instead of retype.Accounting & tax firmsHow it works
- Intake & documentsBuilt for a clientDocument generationEngagement letters, organizers and year-end client summaries are filled from the client file for partner review.Accounting & tax firmsHow it works
- Intake & documentsDocument classificationClient uploads and IRS notices are labeled by form and tax year, filed to the right client and routed.Accounting & tax firmsHow it works
- Customer communicationCustomer status updatesClients hear when their return is in prep, ready to sign, e-filed and accepted, without calling the office.Accounting & tax firmsHow it works
- Customer communicationInbox triageClient emails are sorted into documents, questions, notices and new inquiries, linked to the client and routed.Accounting & tax firmsHow it works
- Customer communicationAI reply draftingDrafts replies telling clients what's still missing or when their return is due, for staff to check and send.Accounting & tax firmsHow it works
- Customer communicationReview requestsAfter a return is delivered and signed off, the client is asked for a review, and new reviews are flagged for a reply.Accounting & tax firmsHow it works
- Customer communicationWin-back campaignsBusiness clients who paused monthly services get a note before year end, based on the work the firm used to do.Accounting & tax firmsHow it works
- Customer communicationRenewal remindersNext year's engagement letters go out before the season, and clients who haven't signed are listed for the partner.Accounting & tax firmsHow it works
- Customer communicationMeeting notes & follow-upsClient planning calls become a summary, a document list and a draft email filed to the client record.Accounting & tax firmsHow it works
- Customer communicationSupport ticket triageClient portal messages and emails are tagged, matched to the client and routed, with notices and deadlines first.Accounting & tax firmsHow it works
- Billing & paymentsBuilt for a clientInvoicing automationMonthly fees and extra work are drafted from engagement letters and time entries, for partner review.Accounting & tax firmsHow it works
- Billing & paymentsPayment remindersClients with unpaid fees get friendly reminders with a payment link, and partners decide whether to hold work.Accounting & tax firmsHow it works
- Billing & paymentsFailed payment recoveryA returned monthly fee debit sends the client a link to update payment, and the partner sees who stays unpaid.Accounting & tax firmsHow it works
- Billing & paymentsSupplier invoice processingClients' vendor bills are read from a bills inbox and drafted in their books, for the client to approve.Accounting & tax firmsHow it works
- Billing & paymentsExpense receipt routingBookkeeping clients text or upload receipts, which are matched to card charges and coded with that client's categories.Accounting & tax firmsHow it works
- Billing & paymentsBank and payment reconciliationBank and processor activity is matched for each bookkeeping client, and the bookkeeper reviews only exceptions.Accounting & tax firmsHow it works
- Inventory & operationsBuilt for a clientApproval workflowsFee write-downs, scope changes and refunds go to the right partner with the details, and each decision is saved.Accounting & tax firmsHow it works
- Inventory & operationsCompliance trackingCPA licenses, CPE hours, PTINs, the EFIN and peer review dates are tracked with reminders before anything lapses.Accounting & tax firmsHow it works
- Inventory & operationsRecurring task coordinationMonth-end closes, sales tax filings and quarterly estimates are created per client with a checklist and followed up.Accounting & tax firmsHow it works
- Team & HREmployee onboardingA new staff accountant gets paperwork, software access, security training and a first-week plan before busy season.Accounting & tax firmsHow it works
- Team & HRTimesheets & payroll prepStaff time is collected, missing days and odd entries are flagged, and approved hours go to payroll and billing.Accounting & tax firmsHow it works
- Data & reportingBuilt for a clientSystem syncClients, contacts and billing stay in step between the practice system, the client portal and QuickBooks Online.Accounting & tax firmsHow it works
- Data & reportingAutomated reportingMonthly client financial packages and a weekly firm workload report arrive on schedule with a short summary.Accounting & tax firmsHow it works
- Data & reportingData cleanup and alertsClient books are scanned for uncategorized items, duplicate vendors and odd balances, and the bookkeeper is alerted.Accounting & tax firmsHow it works
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