AI agents for accounting firms, each one built for a single prep job
For CPA and bookkeeping firms short on staff in season. Each agent reads the systems its job needs, does the prep a first-year associate would do and stops at a reviewer. We build the roster, retune it each season and keep the logs in your firm's name.
- Six agents for tax and accounting prep
- Every figure tied to a source page
- A credentialed reviewer signs off
Prep work your reviewers should not be doing
Nobody tracks the K-1s
Partnership and S corp K-1s trickle in from March to September. Knowing which extended clients still wait on which entity is a weekly spreadsheet exercise.
IRS notices sit in the mail pile
A CP2000 or balance-due notice has a response date. Scanned in with 50 other pages, it can sit until the client calls.
Reviewers rebuild workpapers
Tie-outs, carryforward schedules and prior-year comparisons get assembled by the most expensive person on the return.
Six agents we build for CPA firms
Each agent has one job, read access to what that job needs and a reviewer who approves its output.
K-1 tracking agent
Lists every expected K-1 per client from last year's return, watches the portal for arrivals, extracts box data and flags codes that need preparer attention.
IRS notice agent
Reads scanned IRS and state notices, identifies notice type, tax year and response date, matches the client and drafts a summary and next step for the preparer.
1099 prep agent
Builds each client's 1099-NEC and 1099-MISC list from ledger payments and W-9s, flags vendors missing a TIN and readies the file for review before January 31.
Prior-year comparison agent
Compares this year's draft return or financials with last year's line by line and writes the variance explanations a reviewer usually asks for.
Engagement letter agent
Tracks which clients have signed this year's engagement letter, drafts reminders and holds work for anyone who has not signed.
Extension list agent
Builds the Form 4868 and 7004 lists from missing-item status each spring and drafts extension notices to clients for approval.
Where these agents plug in
Document collection
The K-1 agent works on top of your collection flow.
Bookkeeping
The 1099 agent reads coded ledger payments.
Accounts payable
W-9s gathered in AP feed the 1099 agent.
Karbon and practice tools
Agents post their work to the client's job in Karbon through its API, or to TaxDome or Canopy where access allows.
Custom agent development
How we design, test and maintain agents for any business.
AI for accounting firms
Everything else we automate for CPA and bookkeeping practices.
Why a CPA can stand behind agent prep
Due diligence made checkable
Each figure an agent extracts links to the page it came from, so preparers can meet the diligence Circular 230 expects without redoing the work.
Section 7216 boundaries
Agents use return information only for preparing and servicing that return. Any other use, and whether it needs consent, is your firm's decision.
Each agent written into your WISP
Every agent's access, storage and vendors are written up for your Safeguards Rule program, with the multi-factor and encryption practices Publication 4557 describes.
Notices are never answered by an agent
The IRS notice agent drafts the summary. A credentialed preparer decides the response and signs anything sent to the IRS.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Common questions
What are AI agents for accounting firms?
Software workers built for one prep job each, such as tracking K-1s or summarizing IRS notices. They read your systems, prepare the work and stop for a reviewer.
How is this different from the AI built into our tax software?
Built-in AI works inside one product. These agents move between your portal, ledger, practice management tool and tax software exports, which is where most prep time goes.
Can an agent prepare a return?
No. Agents prepare inputs: extracted K-1 data, notice summaries, 1099 lists and variance notes. A preparer does the return and a reviewer signs it.
How do we check an agent's numbers?
Every number carries a link to its source page, and reviewers see what changed against last year. Corrections are logged and used to fix the agent.
Can the IRS notice agent tell us whether a CP2000 is right?
It summarizes what the IRS proposes and lines it up against the return and source documents on file. Whether to agree or dispute is the preparer's call.
What do agents do in the off-season?
Their work shifts with the calendar: engagement letters and organizers in fall, 1099s in January, K-1s and extensions in spring, and bookkeeping support all year.
Pick your firm's first agent
Take the 2-minute AI audit and see which prep job an agent should take first.
- Pick a job with one clear source
K-1 tracking and IRS notices make good first agents, because every output points back to a single document.
- Test on last season's closed files
We give the agent files where the right answer is known and correct it before it sees live work.
- Live work, reviewer on every item
The agent prepares, a preparer or manager approves, and each correction goes into the next update.
- Retune before each deadline
Forms and notice layouts change. We update agents monthly and recheck them before March 15, April 15 and the fall extension dates.