AI automation for accounting firms, from 1099 season to the October extensions
Your tax software, portal and ledger each do their own job. We build the automation that moves work between them: document chasing in TaxDome or Canopy, source documents sorted for UltraTax, Lacerte or CCH Axcess, bank coding suggestions for QuickBooks Online and Xero, and client email drafts. Every output lands with a reviewer before it reaches a client or a return.
- Organizers chased until the last K-1 arrives
- Bank coding suggested for review, never posted
- Documented for your written security plan
What busy season does to a firm
January through April is a document hunt
A client sends the W-2 in January, the brokerage 1099 in February and the K-1 whenever the partnership files, which can be September. Staff spend more time asking than preparing.
Seniors keying source documents
Experienced preparers type 1099-B summaries and K-1 boxes into the return because nobody else is free, then review their own entry.
Extensions pile up behind one missing item
Returns that are nearly done sit waiting on a single form, and the extension list grows every week toward April 15.
What we build for CPA and bookkeeping firms
Custom code on the major model APIs, connected to your practice management, portal and ledger tools. It prepares and drafts. Your CPAs and EAs sign off.
Document chasing
Each client's request list is built from last year's return and this year's engagement, with reminders until every item is in.
Source document sorting
Uploads are classified as W-2, 1099-NEC, 1099-B, 1098 or K-1, named, filed and summarized for the preparer, ready for your tax software's import or manual entry.
Bank coding suggestions
Transactions get suggested accounts and classes from each client's own history, queued for a bookkeeper to accept or fix.
Close and reconciliation support
Month-end checklists track which accounts are reconciled and list unmatched items with a likely cause.
Engagement and extension tracking
Engagement letter status, Form 4868 and 7004 extension lists and missing-item counts kept current in Karbon or your practice management tool.
Client email drafts
Status questions, missing-item replies and notice acknowledgments drafted from the client record for staff to approve.
Specific services for accounting firms
Accounts payable automation
Accounts payable automation for CPA firms and their clients: bills extracted, checked for fraud signs, coded and routed for approval, with W-9s tracked.
Learn moreAI agents
AI agents for accounting firms: a K-1 tracking agent, IRS notice agent, 1099 prep agent and more, each preparing work for a CPA to review and approve.
Learn moreBookkeeping automation
Bookkeeping automation for accounting firms: coding suggestions from client history, receipt matching, reconciliation exceptions and close checklists.
Learn moreDocument collection automation
Client document collection automation for CPA firms: request lists built from last year's return, reminders until every K-1 arrives, uploads checked.
Learn moreWhere firms usually start
Client document collection
Request lists from the prior-year return and reminders until the file is complete.
Bookkeeping automation
Coding suggestions, receipt matching and close checklists across client ledgers.
Accounts payable automation
Client bills captured, coded and routed for approval, with W-9s tracked.
AI agents for accounting firms
Named agents for K-1 tracking, IRS notices, 1099 prep and more.
Invoice processing
The extraction engine behind bill capture, used across industries.
Client service automation
Drafted replies to routine client questions, approved by staff.
Built around the rules tax practices answer to
Fits your Safeguards Rule program
The FTC Safeguards Rule requires tax preparers to keep a written information security program. We document the access, encryption and vendors involved so the person who owns your plan can add them.
Publication 4557 habits built in
IRS Publication 4557 covers protecting taxpayer data. Our builds use multi-factor sign-in, least-privilege access and encrypted storage in accounts your firm owns.
Return data used for the return
Section 7216 limits using or disclosing tax return information without the taxpayer's consent. We keep return data inside preparation work, and your firm decides when a consent is needed.
Circular 230 diligence stays human
Circular 230 expects due diligence on what you prepare and file. Every extracted number links to its source document so the preparer can check it.
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Common questions
How are accounting firms using AI?
Mostly for document chasing, source document extraction, bank coding suggestions and client email drafts. Tax judgment, review and signing stay with credentialed staff.
Does it work with UltraTax, Lacerte, CCH Axcess or Drake?
Desktop tax products like UltraTax, Lacerte and Drake are largely closed to outside writes, so we prepare data for the import formats and workflows each supports. CCH Axcess offers more integration options. Karbon, SmartVault, QuickBooks Online and Xero have APIs we build against. For TaxDome and Canopy we use the access each vendor offers, plus exports.
Is our client data used to train AI models?
No. We use model provider business terms that exclude training on your inputs, under accounts your firm controls, with retention set to match your security plan.
Do we need Section 7216 consent for this?
Using return information to prepare the return is treated differently from using it for other purposes, such as marketing other services. Our designs stay inside preparation work, but the consent question is your firm's to decide with counsel.
Can it be live before tax season?
If we start in the fall, document collection usually can be, since organizers go out in January. A later start focuses on a narrower piece, such as K-1 tracking for extended clients.
We cannot hire enough staff. Does this fill the gap?
It takes on the assembly work open roles would cover, so the people you have spend their hours on review and client advice.
See what to automate before next busy season
Take the 2-minute AI audit and see which workflow would free up the most preparer time.
- Time last season's client files
We pick a handful of returns or close files and measure each step from first request to sign-off.
- Automate one service line
Usually 1040 document collection or monthly bank coding, with staff approving every output.
- Add the next bottleneck before January
When outputs rarely need edits, we add source document sorting, close checklists or email drafts ahead of the season.
- Maintain through each filing season
Forms, vendor APIs and portal formats change every year. We update the automation monthly and recheck it before each deadline.