Tax season means 70-hour weeks chasing documents, sending status updates, and managing deadlines. Your AI employee handles the coordination — so your CPAs can focus on advisory work.
SOC 2 compliant. Client data encrypted at rest and in transit. On-premise available.
Type II certified
End-to-end encryption
Best practices compliant
Of CPA time spent on admin vs. billable advisory
Touchpoints per client chasing missing documents
Average cost per missed deadline (penalties + trust)
Trained on your firm's processes. Integrated with your practice management. Working 24/7.
Automated W-2, 1099, K-1 requests. Multi-channel follow-ups. Secure upload reminders.
"Where's my return?" answers 24/7. Progress tracking. Completion notifications.
Extension tracking. Quarterly estimate reminders. Proactive penalty prevention.
Engagement letters. Document checklists. Portal setup assistance.
Proactive outreach for tax planning. Estimated payment reminders. Deduction opportunities.
Post-filing thank yous. Referral request timing. Review generation.
vs. $12,000 custom setup + $1,000/month
Calculate ROI for Your Firm →“Tax season used to mean 70-hour weeks and missed family dinners. Now my AI sends all the document requests, follows up automatically, and handles the ‘where's my return?’ calls. I still work hard in busy season, but I'm not drowning in coordination anymore.”
— Managing Partner, 18-person CPA firm
(Sample case study)
Map your workflows. Document your communication templates. Inventory systems to integrate.
Practice management integration. Client portal connection. Custom AI configuration.
Parallel testing with sample clients. Edge case handling. Staff training materials.
Phased rollout. Staff training. 30-day optimization period. Busy season prep.
4 weeks to deploy means starting in early January gets you ready for the full tax season push. Your AI will handle the document chase while your CPAs focus on returns.
Get Started Now →Schedule a 30-minute discovery call. We'll show you exactly what an AI employee would handle at your firm.
Or email directly: john@johncrimmins.me