Give Your Team Back the Hours Tax Season Takes
AI workflows built for CPA firms in Tampa Bay. Draft engagement letters, document requests, client follow-ups, and deduction analyses in minutes, with your firm's name and voice on every one.
Workflows Your Firm Can Use Today
Enter a few client details, and get a polished draft back in under a minute. Every draft is yours to review and edit before it goes out.
Tax Document Request
A personalized document request package for each client, so you get the right paperwork the first time instead of chasing it in March.
Engagement Letter
A professional engagement letter and a short transmittal email, drafted with your firm's details and ready for your review and signature.
Client Onboarding Questionnaire
An intake questionnaire tailored to the client's entity type and complexity, so new clients tell you what you need up front.
Standard Deduction Analysis
An estimate of the client's standard deduction with a plain-English explanation they can actually follow.
Itemized Deduction Analysis
Itemized deductions totaled and compared against the standard deduction, plus a list of the documents the client still needs to send.
Accounts Receivable Follow-Up
Three tiered follow-up emails, from a friendly reminder to a final notice, so you get paid without the awkward chasing.
Appointment Reminders
A three-email reminder sequence: one week out, one day out, and the morning of, so fewer clients miss their meeting.
Your Custom Workflow
Have a letter, checklist, or client email your firm sends every season? We'll build it into a workflow for your firm.
Your Clients' Information Stays Private
Your clients trust you with their most sensitive financial details. The AI behind every workflow is set up so that trust is never put at risk.
Our AI provider stores nothing
Every workflow runs on Amazon Bedrock with zero data retention. The AI model never keeps your prompts, client details, or drafts after it responds.
Never used to train AI
Your firm's data is never used to train AI models. What you enter is used to write your draft and nothing else.
Private to your firm
Your past drafts are saved to your firm's own history so you can find them later. No other firm can see them, and data is encrypted in transit and at rest.
Local, accountable support
We're based in St. Petersburg. When you have a question about how your data is handled, you talk to the person who built it.
Up and Running Without Changing How You Work
Set Up Your Firm Profile
Add your firm name, signing partner, address, phone, and email once. We'll help you do it on a short call.
Pick a Workflow
Choose what you need, enter the client's details, and the draft comes back in under a minute.
Review and Send
Read it over, make any edits, and copy it into your email or document. Every draft is saved to your history.
Tune It to Your Firm
Add house style instructions like your sign-off or tone, and every future draft follows them.
It Sounds Like Your Firm, Not a Robot
Your details on every draft
Your firm name, signing partner, and contact information are filled in automatically, so nothing goes out generic.
Your house style
Tell it once how your firm writes, such as "always sign off with Warm regards," and every workflow follows it.
Custom workflows
Need something we don't have yet? We build new workflows for your firm, like a specific letter or checklist you send every season.
Nothing to install
It runs in your web browser. Log in from the office or from home, on any computer.
Frequently Asked Questions
Is my clients' data used to train AI?
No. Workflows run on Amazon Bedrock with zero data retention, and your data is never used to train AI models. The AI uses what you enter to write your draft, then keeps nothing.
Does this replace my staff or my professional judgment?
No. It writes first drafts so your team stops starting from a blank page. You review, edit, and approve everything before it reaches a client.
What does it cost?
Pricing depends on your firm's size and the workflows you need. Book a free call and we'll give you a clear quote. Plans include a monthly allowance of workflow runs, and we can raise it during busy season.
How do we get started?
Book a call. We'll set up your firm's account, fill in your firm profile with you, and walk through your first workflows together.
Can it handle the specific letters and checklists our firm uses?
Yes. We can build custom workflows around the documents your firm already sends, so the drafts match what your clients are used to receiving.
See It Working on Your Firm's Own Examples
Book a free 15-minute demo. Bring a real scenario, like an engagement letter or a document request, and watch the draft come back in under a minute.
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