Chase the documents. Keep the signature.
AI automation for accounting firms
Tax season and month-end are mostly waiting on files and answering the same questions. We draft the chase emails and the first-pass summaries. A person at the firm reviews anything that is advice or a number a client will rely on.
The portal is half empty
Clients upload some files and email the rest. Staff re-ask for the same W-2 and the same bank statement.
“What’s my status?” arrives daily
The answer is in the practice system. Typing it is not accounting work.
Workpaper notes start late
The narrative around a return or a close is written after the numbers, under a deadline.
Where firms start
Missing-document drafts
A checklist compared with what arrived produces a specific ask, not a generic “please upload your documents.” A person sends it.
Status replies
A drafted reply states the stage you have already recorded. It does not estimate a refund or a tax position.
Close narrative first draft
From the variance notes you provide, the workflow drafts the commentary. The reviewer edits the judgment.
We do not prepare returns, sign opinions, or give tax advice.
What stays with the firm
- •Tax positions
- •Signed returns and attest work
- •Client advice
- •Any number that has not been tied back to a source file
A free 30-minute call, then a Payback Audit (1–2 weeks), then a build if you want one. Your build quote includes a written timeline and support period. Before we change anything, we measure how long the task takes today, so you can see what changed.
Example only. Not a real client.
The sample plan shows the shape of a Payback Plan. Your numbers will be yours.
The Payback Audit is $1,500. The fee is fully credited toward any build started within 60 days.
Satisfaction guarantee: If you don't think your Payback Plan was worth the fee, tell us within 14 days of your readout call and we'll refund the full $1,500, no questions asked, and you keep the plan. If you instead apply the fee as a credit toward a build within 60 days, the refund no longer applies.
“Will this file a return?”
No. It chases inputs and drafts internal notes. Filing, e-file authorization, and advice stay with licensed people at your firm.
“What about client tax data leaving the firm?”
The audit names the system and the fields. We do not claim an IRS or state certification. You decide which files a tool may see.
“Is this only for tax season?”
Tax document chase is the usual first workflow. Monthly bookkeeping questions and close commentary are the usual second, if the audit says they pay back.
Price the chase before busy season.
The Payback Audit counts the follow-ups your staff already sends.