For accounting & tax

Survive the season without drowning in email.

Accounting and tax firms get buried before and during tax season. It drafts client emails, chases W-2s, K-1s, receipts, and missing signatures, and keeps the back-and-forth from piling up, so your team stays on the work that bills.

Book a demo Where do I begin?

For accounting & tax

Survive the season without drowning in email.

Book a demo

What eats the week

The inbox owns you in season.

Client email buries the work

Questions and document requests bury the real work.

Chasing documents

Every return waits on a client who still owes a document, signature, or answer.

Same questions, every year

The repetitive back-and-forth eats hours you cannot bill.

The inbox owns you in season.

Client email buries the work

Questions and document requests bury the real work.

Chasing documents

Every return waits on a client who still owes a document, signature, or answer.

Same questions, every year

The repetitive back-and-forth eats hours you cannot bill.

Where it pays off first

The jobs accounting & tax firms hand over first.

Inbox & email drafting

It drafts the client emails and replies in your voice.

See how →

Client follow-up

It chases missing documents until they arrive.

See how →

Recurring tasks

The seasonal reminders and check-ins run on their own.

See how →

Where it pays off first

The jobs to hand over first.

Inbox & email drafting

It drafts the client emails and replies in your voice.

See how →

Client follow-up

It chases missing documents until they arrive.

See how →

Recurring tasks

The seasonal reminders and check-ins run on their own.

See how →

See it in the product

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Sofia

Sent the quote, follow-up booked

Marcus

Notes from the kickoff are ready

Elena

Summarized the contract for you

Sofia

● Online

SofiaMarcusElena

Hi, I'm Sofia, your Client Coordinator. Ask me to draft an email, plan a task, or pull up what a client needs.

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It chases the missing tax docs, drafts the client replies, and turns every open item into tracked work.

What changes

More billable hours in season.

Your time goes back to the work only you can do.

✓

Client emails drafted and ready to send.

✓

Missing documents chased automatically.

✓

The repetitive back-and-forth, handled.

What changes

More billable hours in season.

Your time goes back to the work only you can do.

Starter pack

What to hand over first

1Connect Gmail or Outlook before tax season.
2Hand over the missing-document chasers.
3Keep client sends in approval.

Trusted by growing firms in agencies, advisory, staffing and more

Already putting an AI employee to work

8 hours a week backFollow-ups handled for DDReps

40+ calls written upNotes and next steps for Bear Maple

Replies already writtenDrafted in his voice for D.C. Ranieri

"It gives me back about 8 hours a week. The follow-ups go out without me, and I only step in when something needs a person."

Brian Podnos
President, DDReps

Built for accounting & tax

Get through season without the inbox winning.

Start free with the email drafter, or book a walkthrough before your next season.

Book a demo Book a demo

Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.

Built for accounting & tax

Get through season without the inbox winning.

Start free with the email drafter, or book a walkthrough before your next season.

Book a demo Book a demo

Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.

Free email drafter
No card · start in minutes

Start free