Inbox
Questions, documents, and status arrive through connected Gmail or Outlook.
Accounting, tax & bookkeeping
AI for accounting, tax, and bookkeeping firms. The inbox finally balances.
Workforce AI gives your firm an AI employee. It writes up client meetings from Zoom, drafts the client email in your voice for your approval, chases missing documents by name, and keeps every follow-up owned and dated. Your people keep the judgment and the sign-off. The coordination stops owning the week.
Client-facing drafts wait for your approval. The books, the return, and the opinion stay with your professionals.
Client work trailThursday, 2:16 PM
Client email
ContextTwo requested statements arrived. One question is still open.
Review meeting
CapturedDecision captured. Three explicit next actions identified.
Team handoff
ReadyRecap drafted, owners proposed, one exception routed for review.
Choose the workflow that matches your firm
One category. Three very different operating rhythms.
Each page below follows the real client-service rhythm of that firm type. Pick the one that matches how your month actually runs.
01Accounting firmsMove client work forward after every review.
Turn connected Zoom conversations into recap drafts, proposed tasks, and a visible list of unresolved client questions.
Best for meeting-to-follow-up workflows02Tax firmsOrganize the missing-document chase.Prepare specific client reminders, separate routine requests from tax questions, and keep deadline-sensitive exceptions visible.
Best for seasonal client communication03Bookkeeping firmsGive monthly client work a steadier cadence.Recurring requests, client questions, review calls, and month-end updates run on a cadence. The ledger stays the ledger.
Best for recurring service workflowsThe shared administrative layer
The client journey crosses four places. The context should not restart in each one.
Meeting
A connected Zoom review adds decisions, explanations, and explicit commitments.
Work queue
Proposed tasks make the owner, next action, and unresolved exception visible.
Follow-up
A draft closes the loop using the context the team has reviewed and approved.
See the operating layer
The task view makes the loose ends visible.
This interactive product preview shows the dashboard pattern. The exact workflow is determined by the tools, permissions, and review rules a workspace configures.
dashboard.hireworkforce.ai
EmployeesMeetingsTasksChatImage GeneratorIntegrationsSettings
Tasks
3,250 credits+ New task
Pending Approvals
SofiaEmail
Send revised quote to a client
Drafted from the meeting with the 10% discount. Schedules send for 9:00 AM.
ApproveRejectEdit
MarcusCalendar
Book Friday follow-up
30 minutes, invites the attendees, adds the agenda from the recap.
ApproveRejectEdit
History
A practical first decision
Start where coordination repeats and judgment does not.
A narrow first workflow is easier to review, measure, and improve than a vague order to “automate the firm.”
Map the first workflowCandidateGood first workflow?
Draft a recap from an approved client review Yes
Prepare a reminder for a specifically identified missing item Yes
Decide whether a client's tax treatment is correctThat stays with your professionals.
Reconcile the ledger without a bookkeeping systemThe ledger stays the ledger.
Questions before connecting a client workflow
The questions firms actually ask, answered straight.
Last reviewed July 10, 2026.
How is this page different from the accounting-firms page?
This is the category hub for accounting, tax, and bookkeeping businesses. The accounting-firms page focuses specifically on client reviews, meeting handoffs, and the work that follows a professional-services conversation.
Does Workforce AI do accounting or tax work?
The accounting and tax work stays with your professionals. It handles the layer around it: email drafts in your voice, Zoom meeting write-ups, document chasing, recurring tasks, scheduling, and follow-up that keeps its owner.
Which tools can a firm connect?
Gmail, Microsoft Outlook, Google Calendar, Zoom, Slack, and the Workforce AI dashboard carry the documented workflows, part of 60+ tools it connects with. The integrations pages list what each one does today.
Can a person review work before it goes to a client?
Yes. Client-facing drafts wait for approval. You read it, adjust it if you want, and send. Start with one narrow workflow and expand once it has earned it.
Where should a firm start?
Choose the one repeatable administrative workflow that consumes the most attention, such as post-meeting follow-up, document reminders, or monthly client updates. The plan builder maps that starting point without requiring a login.
Two minutes, no sales call
Get a plan built around the work your firm repeats.
Nine questions, about two minutes. No login and no card.
