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Small accounting firmIn use on live client files since August 2026

How a small accounting firm saved 4 hours per tax return with AI

An AI assistant now tracks every client tax document and drafts the follow-up. That saves 4 hours per tax return, time staff now spend advising clients.

4 hours
saved per tax return, now spent advising clients
11
forms found automatically in one 72-page upload
31 → 19
items on one client’s follow-up request
0
emails sent without a person
  1. The problem

    Every season, staff retyped document lists from last year’s return and tracked what was missing from memory.

  2. What we built

    An assistant that builds the checklist, reads and matches every document, and drafts the follow-up.

  3. The result

    4 hours saved per tax return, so staff can focus on advising clients. Every email is still sent by a person.

How it works

Last year’s returnRead for every payer the client should hear from again
ChecklistChecked against the return’s own totals
Repeats each time documents arrive
Documents arriveRead, split and matched by fixed rules
Anything still owed?
Yes
Follow-up draftedOnly what the client can act on today
A person sends itStaff edit and send from their own email
Client sends more
↺ Back to Documents arrive
No
Every item settledReceived, ruled out or waived for the year
The loop repeats each time documents arrive, until every item is settled.

Before and after

  • The checklist
    Before

    Retyped by hand for every client

    After

    Built automatically and checked against the return’s own totals

  • A 72-page upload
    Before

    Paged through by eye

    After

    Split into its 11 documents, each one matched

  • The follow-up email
    Before

    Written from scratch each round

    After

    Drafted in one click, with one request cut from 31 items to 19

  • What’s still missing
    Before

    Someone’s memory

    After

    A live list for every client

People stay in control

  • A person sends every email. The assistant can’t.
  • Client data stays on the firm’s own computers.
  • Uncertain matches go to a person, with a record of who decided.

Could this work for you?

Any business that collects paperwork and chases what’s missing: mortgage brokers, insurance agencies, property managers, law offices.

Apply for a pilot

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