Tax Preparation AI Agent
A 24/7 digital assistant purpose-built for tax preparation firms. It handles client intake, document collection, deadline tracking, pre-filing verification, and client communication — so your preparers spend their time on complex returns instead of chasing paperwork.
What this agent handles
The agent covers six core areas — from the moment a client books an appointment to the day their return is filed. It works alongside your existing team, integrating with email, calendar, document storage, and tax software.
Best fit for
- Solo practitioners and small firms doing 100–300 returns per year who need intake and reminders automated
- Growing firms with 3–10 preparers who need pipeline visibility and workflow management
- Multi-office firms with 10+ preparers who need enterprise-grade coordination, custom workflows, and API integration
Client Intake & Collection
Automated intake via email with smart checklists. New clients get a full questionnaire; returning clients get a prior-year refresh. Real-time document validation at receipt. Timed follow-ups with escalation to extension warnings.
Deadline Management
Federal, state, and client-specific deadline calendar. 14-day and 7-day advance reminders. Identifies clients with missing documents per deadline. Extension tracking and quarterly estimate management.
Client Communication
24/7 automated status responses. Multi-channel: email, SMS, WhatsApp. Appointment confirmations and completion notifications. All communication uses your firm's branding and email address.
Document Organization
All documents auto-categorized and indexed. Instant search across all client files. Data extraction from W-2s, 1099s, and common tax forms — feeds directly into the Pre-Filing Verification Report.
Tax Law Monitoring
IRS and state regulatory change alerts. Client-impact analysis per change. Curated weekly briefing of relevant updates. Flags clients who qualify for new credits or are affected by rule changes.
Workflow Pipeline
End-to-end tracking of every return through all preparation stages. Bottleneck detection and season capacity dashboard. Estimated completion dates per client. Individual preparer workload balancing.
What is included
- Automated client intake — personalized questionnaires for new clients, smart checklists for returning clients
- Real-time document validation — catches missing pages, wrong tax years, and unreadable scans before a preparer sees them
- Deadline management with automated reminders at 14 and 7 days before each deadline
- Pre-filing verification report — data extracted from W-2s, 1099s, and common tax forms, flagged for discrepancies
- Client portal with 24/7 status access — reducing "is it filed yet?" calls to near zero
- Multi-channel communication — email, SMS, and WhatsApp, all from your firm's address and branding
What the agent does not do
- Does not prepare tax returns or provide tax advice — that remains your preparers' expertise
- Does not file returns or interact directly with IRS systems
- Does not replace your client relationships — it handles the paperwork so you can focus on the people
Service tiers
Three tiers based on firm size and needs. All tiers include onboarding and priority support during the first 30 days.
Essential$379/month
Solo practitioners and 2–3 person firms
- Automated client intake questionnaires
- Document checklist with automatic follow-ups
- Client status dashboard
- Federal, state, and client-specific deadline calendar
- Automated reminders at 14 and 7 days
- Daily summary of approaching deadlines
- Appointment confirmations and reminders
- Status update responses to client inquiries
- Completion notifications with next-steps guidance
- Document auto-categorization and indexing
- Search across all client documents
Professional$779/month
3–10 preparers, 300–1,000 returns/year
- Everything in Essential
- End-to-end return pipeline tracking
- Bottleneck detection and alerts
- Season capacity dashboard
- Estimated completion dates per client
- IRS and state regulatory change alerts
- Automatic client-impact analysis
- Curated weekly regulatory briefing
- Branded client portal — 24/7 secure access
- Multi-channel outreach (email + SMS)
- Engagement tracking — opens, responses, who needs a call
- Auto-extraction from W-2s, 1099s, and common tax forms
Premium$1,279/month
Multi-office firms, 10+ preparers, 1,000+ returns/year
- Everything in Professional
- Multi-staff coordination and assignment
- Workload balancing across the team
- Individual preparer dashboards
- Custom workflow builder — define your own pipeline stages
- Client segmentation (individual, business, estate, trust)
- Direct API integration with tax software (Drake, UltraTax, ProConnect, Lacerte)
- Bidirectional sync — one source of truth
- Season-over-season analytics and comparison
- Revenue forecasting based on pipeline velocity
- Staff performance insights
- Dedicated onboarding and quarterly optimization reviews
- 4-hour response SLA during tax season
How the service works
Discovery
We map your current tax preparation workflow — how clients are onboarded, how documents are collected, how deadlines are tracked, and where the bottlenecks live.
Configuration
We configure the agent to your firm's specific processes, deadlines, preparer assignments, and communication preferences. Your branding, your voice.
Onboarding
We onboard your client list and configure intake templates. Staff training is minimal — the agent works inside email and tools your team already uses.
Go Live
The agent begins handling intake, reminders, and status updates immediately. We provide priority support during the first 30 days.
Optimize
We review performance, adjust workflows based on real usage patterns, and the agent learns from every correction — getting more accurate with each tax season.
Ready to free your preparers from paperwork?
Tell us about your firm — how many preparers, how many returns, and where the bottlenecks are. We will recommend the right tier and show you how the agent fits into your existing workflow.