§ 0For accounting & CPA firms
Stop chasing clients for documents and start every engagement clean.
Tax season runs on chasing: missing documents, half-answered emails, and deadlines tracked in someone’s head. A supervised AI Team can collect, organize, and chase, so your staff review complete files instead of assembling them.
Service lines we serve
- Tax preparation
- Audit & assurance
- Bookkeeping
- Client advisory (CAS)
- Payroll
- Forensic & valuation
§ 1The hidden pain
Today, a person is the glue between every system.
The real work of your firm scatters across inboxes, files, and systems that never agree. Someone holds it together by hand, copying, chasing, and retyping, instead of doing the work you bill for.
- Client onboarding
- Document collection
- Engagement letters
- Deadline tracking
- Status chasing
- Review notes
§ 2The managed role
One supervised role, designed for your workflow.
Every engagement starts with documents in hand and deadlines tracked, so staff stop chasing and start reviewing.
Fig. 2 — The Agent Card · Engagement CoordinatorReports to: Engagement partner
ToolsEmail · Document portal · Practice mgmt
OutputsDocument request & tracker · Structured engagement file · Missing-item flags
Permissions
- Request client documents Allow
- Draft engagement letter Draft
- Send client follow-ups Gate · human
- File returns Never
Edit rate7%
Review cadenceWeekly review
§ 3Where AI belongs
Safety draws the line.
- Requesting and tracking the documents each engagement needs
- Drafting engagement letters and onboarding clients
- Turning client emails and files into a structured engagement record
- Flagging missing items before a deadline becomes a fire
§ 3.1Where it does not
These stay human. The AI Team never crosses them, no matter how routine the request looks.
- Signing returns, opinions, or financial statements
- Giving tax or audit judgment
- Filing anything without preparer review
§ 4The outcome
Your people review complete work, instead of assembling it.
Every engagement starts with documents in hand and deadlines tracked, so staff stop chasing and start reviewing.
Before
A person stitches together client onboarding, document collection, engagement letters, and chases the rest by hand.
After
The Engagement Coordinator prepares it under permission and review. Your engagement partner approves, and the record is logged.
§ 5Other firms we work with
We start with your real work.
- 05.1 Law firms Intake, conflict checks, drafts, and deadlines, prepared for your attorneys to approve. See the workflow →
- 05.2 Engineering firms RFQs, field notes, and submittals, kept in sync while your engineers stay in control. See the workflow →
- 05.3 Architecture firms Proposals, consultant coordination, and permit packets, assembled so principals can design. See the workflow →
- 05.4 Investment & wealth advisors Meeting prep, follow-ups, and client comms, drafted and gated for compliance. See the workflow →
- 05.5 Consulting firms Proposals, research synthesis, and first-draft decks, so you focus on the thinking. See the workflow →
§ 6The first step
Start with one workflow
in your firm.
A three-week pilot sprint proves where an AI Team fits, safely, before you scale it.