The Tax Document Collection Agent chases missing items, checks each client's list and flags at-risk returns, so partners decide on extensions early.
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The Engagement Letter Agent drafts letters from your templates, chases signatures, tracks renewals and flags scope creep, so partners stay with clients.
The Month-End Close Preparation Agent chases client paperwork, drafts routine entries and tracks the close checklist, so bookkeepers stay with clients.
The Deadline Calendar Agent keeps filing, extension and client deadlines in one calendar and reminds clients and staff, so partners stay with clients.
The Client Question Agent handles inbound client questions across channels, tracks every exchange, and surfaces urgent items—freeing CPAs from message triage.
The Tax Document Collection Agent handles document follow-ups and tracking so your team can focus on tax preparation, not chasing missing files.
The Document Agent handles intake from every channel, classifies files, enforces retention, and surfaces what you need—freeing your team from document chaos.
The Return Preparation Agent pre-populates returns, flags prior-year changes and asks clients the open questions, so CPAs review instead of keying data.
The Accounts Payable Agent captures invoices, runs the three-way match, routes approvals and confirms payments, so bookkeepers stay with client businesses.
The Client Onboarding Agent sends engagement letters, requests prior-year files, sets up ledger access and watches bank feeds so staff can meet the client.
The Client Onboarding Agent handles intake so your team stops chasing access, documents, and approvals. You get back to advisory work.
The Staff Workload Allocation Agent spreads complex returns beyond one senior, pairs juniors with reviewers and keeps clients told who owns their file.