Stop chasing clients for documents every single tax season
AI-powered document intake, intelligent data extraction, and automated routing that turns your firm's biggest time sink into a hands-off pipeline.
per invoice processed manually vs $1.83 with AI. That's a 70% cost reduction on every single document your firm touches.
Source: Ardent Partners AP Automation Report 2024
A client just emailed 47 pages of mixed documents. W-2s, 1099s, bank statements, all in one PDF.
Last year, a staff accountant spent 3 hours sorting and entering this by hand. Watch what happens now.
Document Received
Client uploads a 47-page PDF through the secure portal. AI begins processing immediately.
Page-by-Page Classification
AI scans every page and sorts them: 3 W-2s, 2 1099-INTs, 1 1099-DIV, 4 bank statements, 1 mortgage statement.
Data Extraction
AI reads each document, pulling employer EINs, wage totals, interest amounts, dividend figures, and account balances.
Anomaly Flagged
AI notices the W-2 employer name doesn't match last year's file. Flags it for human review instead of auto-populating.
Data Mapped to Return
Verified fields populate directly into the tax software. Preparer gets a clean worksheet with everything pre-filled.
Client Checklist Updated
Portal marks received items complete. AI sends the client a confirmation and flags 2 missing documents still needed.
47 pages processed in 94 seconds. Last year that took a staff accountant until lunch.
The problems keeping you up at night
You send 5+ emails chasing a single client for missing documents every season
Staff spends hours keying data from PDFs and scanned documents into your practice management software
Advisory upsells never happen because your team is buried in compliance data entry
Here’s how we fix it
Smart Document Collection
Automated, persistent reminders that collect all client docs so you stop being the nag
Intelligent Data Extraction
AI reads W-2s, 1099s, K-1s, and bank statements, pulls the numbers, and drops them into your system
Deadline Automation
Automated client reminders for estimated payments, filing deadlines, and extension dates
Advisory Upsell Pipeline
AI flags tax planning and advisory opportunities based on patterns in client financials
Sound like your cpas & accountants business?
30 minutes. Free. We’ll show you exactly what this looks like for you.
What this means for your bottom line
Without Automation
$6.20 per document processed manually across thousands of returns
With Robot Friends
$1.83 per document with AI extraction. $500K+ in recovered labor at a 5,000-return firm.
Within 30 days
Before you decide
How long does setup take?+
Do I need to be technical?+
Do I own what you build?+
What if I'm not sure this is right for my cpas & accountants business?+
Ready to stop leaving money on the table?
Book a free discovery call and see exactly how automation can work for your cpas & accountants business.
No commitment. No pressure. Just a clear plan.