AI automation for CPAs

Nine months of the year you have a practice. Three months you have a triage unit.

Four hundred clients need the same three things in the same eight weeks.

Book a fit call
400xSame doc request per season
Apr 12When extensions get decided
8 wksTo do a year of work

$4,500 · live in 7 business days · nothing sends without your click

Where the money goes

Three leaks, every practice like yours.

400xThe same document request
April 12When the extension gets decided
$0Advisory work that got scheduled
The axiom

Busy season does not reveal you need better accountants. It reveals what one person was holding together.

The same document request, four hundred times

Nobody can say which returns are actually blocked.

Extension decisions made too late

The client was blocked in February.

Advisory work that never gets scheduled

Your highest-margin conversation has no deadline.

Returns blocked on a missing document returns
JFMAMJJASOND
Illustrative shape · the amber bar is where you are now
How the system works

Your data in. A drafted message out.

Input Return + client records Expected docs, what arrived, filing deadlines
AI reasoning Compares expected against received per client Ranks blocked returns by extension risk
Output Drafted document request Names the missing form and the filing date
The hard gate

Nothing reaches a client without you clicking send. That is not a setting you can turn off.

What you actually see

One screen. The work already done.

Morning brief7 returns blocked
Handel Plumbing Inc Missing 1099-NEC set · 22 days
overdue
K. Osei Mortgage interest + mileage log
waiting
Vela Holdings LLC K-1 not received · extension risk
urgent
SAGE · client document collection Watching
6:01 AMchecking 412 open returns
6:03 AM7 blocked on client documents
6:05 AM2 crossed extension threshold
Draft to Danielle Handel
Hi Danielle, we're still missing the 1099-NEC set for your subcontractors. It's the only thing holding up the return right now, and we'd need it by the 8th to file without an extension.
Held for your approval · nothing sends until you click
What your software does not do

You already pay for QuickBooks. This is the gap.

QuickBooks aloneWith SAGE
Stores client filesYesYes
Shows which returns are blockedNoYes
Names the specific missing formNoYes
Flags extension risk in FebruaryNoYes
Surfaces advisory opportunitiesNoYes
The change

Same practice. Different Monday.

Right now
  • Nobody can say which returns are blocked
  • Four hundred parallel email threads
  • Extensions decided April 12th
  • Advisory calls that never got scheduled
VS
After the first build
  • One screen shows every blocked return
  • Each follow-up names the missing form
  • Extension flagged in February, with time
  • Advisory outreach surfaces on its own
The first build

We start with client document collection.

Document collectionOne screen showing every blocked return and how long.
Extension warningsFlagged in February with time to act, not April 12th.
Advisory triggersYour highest-margin conversation gets scheduled.

Inside QuickBooks, Xero, Karbon, Canopy, TaxDome, Outlook or Gmail · no migration

How it works

Four steps. Then it runs without you.

01
A 30-minute fit call

Free. I tell you which leak is costing you most, and talk you out of it if the math is not there.

02
We scope what it can see

In writing, before anything connects.

03
First system live in 7 business days

Running on your real data. Not live in 7 days means I keep working free.

04
A 90-day roadmap for the rest of it

Sprint within 30 days credits the $4,500.

Before you book

Questions accounting firms ask.

Does this touch client financial data?

Only what it needs to see which returns are blocked, scoped in writing first.

Can it be built before busy season?

Yes, in 7 business days. Build it in the fall, not in February.

We use TaxDome and it already sends reminders.

Reminders fire on a date. This names the specific missing document and shows you every blocked return.

Other practices

The leak is different in every kind of practice.

Insurance AgenciesFirst build: renewal outreach Financial AdvisorsFirst build: review cadence and meeting prep Dental PracticesFirst build: recall and unscheduled treatment All industriesSee the full list

Start with the thing that slips the most.

Book a fit call