The Sales Tax Filing Agent gathers sales data, tracks exemption certificates and prepares each state return for review, so tax staff stay with clients.
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The Financial Statement Delivery Agent builds each client's statement package with a plain summary and delivers it, so your accountants stay with clients.
The Accounts Payable Agent captures vendor invoices, runs the three-way match and routes each bill to its approver, so bookkeepers stay with clients.
The Estimated Tax Calculations Agent calculates quarterly estimates, applies safe harbor rules, consolidates pass-through income, and sends reminders—freeing.
The Transaction Categorization Agent codes routine transactions from vendor history and client rules, and sends bookkeepers only splits and odd items.
The Month-End Close Preparation Agent chases client items, drafts recurring entries, flags variances and shows close status so accountants serve clients.
The Tax Notice Resolution Agent traces payments behind balance-due notices, gathers proof, drafts the reply and routes it to the CPA before the deadline.
The Bank Reconciliation Agent matches cleared items, chases stale checks and deposits in transit, and pinpoints differences so bookkeepers serve clients.
The Tax Notice Resolution Agent reads IRS and state notices, pulls the return and payments, drafts the response and tracks the deadline for CPA review.
The Document Agent answers client file and portal requests, names and files every document, and applies your retention policy so staff stay with clients.
The Expense Agent captures, codes, and reconciles client expenses before your bookkeeper logs in — freeing them for advisory work.
The Quarterly Tax Filings Agent ties wages, withholding and deposits to payroll registers, tracks each state deadline and frees your payroll team.