AI for CPA & Accounting
Tax and bookkeeping firms: intake, client emails, review prep.
Top use case
Organize client tax document intake
Track which documents each client has sent and what is missing.
Explain tax and accounting topics to clients in plain English
Draft clear client emails about notices, estimates and deadlines.
Pre-categorize bank transactions for bookkeeping
Use AI to suggest categories for uncategorized transactions.
Automatic client meeting notes and follow-ups
Record planning meetings and get action items.
Draft engagement letters and client checklists
Personalize engagement letters and document checklists for each client.