AI Automation for Accounting Firms
Client onboarding, document collection and deadline tracking for accountants.
Where it helps
- Onboarding: Engagement letters, documents and access requests in one flow.
- Document chasing: Automated reminders until the folder is complete.
- Deadline tracking: Alerts for filings and client responses.
Tools and guardrails
Financial data stays in approved systems with encryption, access control and retention rules.
How we build it
We map the workflow, connect systems in staging, test normal and edge cases, then launch with alerts and a named owner. Scope and price are agreed in writing before work starts.
Frequently asked questions
Can you integrate our practice software?
Usually yes, if it has an API, webhook or export. If not, we design a clean manual hand-off.
How do you handle compliance?
We scope data access, consent, logging and retention before the build, and document it in the handover.
Need this scoped? Book a free consultation or see pricing.