Sound Familiar?
Tax season hits and your firm transforms into a pressure cooker. Clients call constantly asking when their returns will be ready. Others still haven't sent their documents despite three reminder emails. Your staff is working seventy-hour weeks and still falling behind. The worst part is that half the calls are simple questions: Did you get my W-2? What's my extension deadline? Can you resend that organizer? Each interruption breaks concentration and adds to the backlog. Outside of tax season, the pace slows but the chaos doesn't disappear. Advisory clients want quick answers about payroll, bookkeeping questions pile up, and new leads call while you're in client meetings. You've hired more staff, but training takes months and turnover is expensive. There has to be a better way.
AI agents that work for you 24/7.
Client Inquiry Agent
Handles routine client questions instantly by accessing your practice management system. Provides return status, confirms document receipt, explains deadlines, and answers common tax questions. Reduces phone interruptions by 60% during busy season.
Document Collection Agent
Sends document request reminders on your schedule with increasing urgency as deadlines approach. Tracks what has been received and what is outstanding. Follows up automatically with clients who haven't responded. Gets documents in the door faster.
Deadline & Extension Agent
Proactively notifies clients of upcoming deadlines. Explains extension options and files extensions for clients who won't make the deadline. Keeps clients informed and reduces last-minute panic for your staff.
See it in action.
Here's what changes when AI agents handle your firm communications:
Before the office opens, your agent has answered five client texts. Two asked about their return status, one confirmed documents were uploaded, and two had questions about estimated payments.
Your agent sends the third reminder to clients who haven't submitted their organizers. This time it's more urgent, with the deadline mentioned clearly. Two clients respond within the hour.
A client calls asking if you received their K-1. Your agent checks CCH Axcess, confirms receipt, and tells them their return is in queue. No interruption to your preparers.
A prospective client calls about switching firms. Your agent qualifies them, explains your services, and schedules a consultation for next week.
Your agent identifies clients who won't meet the deadline based on missing documents. It reaches out to explain extension options and gets consent to file.
A panicked client texts about a notice they received from the IRS. Your agent calms them down, confirms you'll review it tomorrow, and schedules a callback.
Every client question answered instantly. Every document chased down. Every deadline communicated. All while your staff focuses on the actual work.
Everything you need. Nothing you don't.
Return Status Updates
Clients check their return status anytime without calling. Your agent provides accurate updates from your system.
Document Collection
Automated reminders with increasing urgency. Track what's received and follow up on what's missing.
Deadline Management
Proactive notifications for tax deadlines, quarterly payments, and extension options.
CCH Axcess Integration
Works with CCH Axcess, QuickBooks, Xero, and other accounting software.
New Client Intake
Qualify prospects and collect information before consultations. Capture leads during busy season.
IRS Notice Response
Handle initial notice inquiries, reassure clients, and schedule review appointments.
Get started in minutes.
Connect Your Practice Systems
Integrate with CCH Axcess, QuickBooks, or your current software. Your agent accesses client and return data.
Configure Your Workflow
Set document reminder schedules, deadline notifications, and escalation rules for your practice.
Activate Client Communications
Clients reach your agent via phone or text. They get instant answers based on real-time data.
Survive Tax Season
Your staff focuses on returns while your agent handles the communication flood.
“Last tax season nearly broke us. This year, our AI agent handled over 2,000 client inquiries and document follow-ups. Our preparers could actually focus on returns. We finished ahead of schedule for the first time in years.”
David
Managing Partner,Cornerstone Tax Advisors
Pick your server. We handle the rest.
Starter
2 vCPU · 2 GB RAM · 20 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- Management dashboard
- Email support
Pro
2 vCPU · 4 GB RAM · 50 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- More RAM & storage
- Priority support
Business
4 vCPU · 8 GB RAM · 100 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- High-performance server
- Dedicated support
Common questions.
Your agent integrates with CCH Axcess or your practice management software. It can see return status, document receipt, and workflow stage in real-time.
Your agent handles common procedural questions about deadlines, extensions, and estimated payments. Substantive tax advice questions are routed to your team.
We never store client documents. Your agent confirms receipt and status from your existing systems. All data is encrypted and access is logged.
Absolutely. Year-round, your agent handles bookkeeping questions, payroll inquiries, financial statement requests, and new client intake.
You pay $49/month for the server plus AI usage based on interactions. During tax season, usage increases, but costs scale with value delivered.
Explore more ways AI can help.
Ready to deploy?
Pick a plan, connect your AI provider, and have your agent running in minutes.