CPA-AI automates client onboarding, deadline tracking, and practice communications so your staff spends time on work that actually appears on an invoice.
Engagement letters, W-9 collection, prior-year returns, portal invites. It is a multi-email chase that delays work start by an average of nine days per new client.
Extension requests, estimated payments, entity return dates, and state filings multiply quickly. One missed calendar entry means a penalty letter and a difficult client conversation.
Clients want updates. Writing the same "we are still waiting on your brokerage statements" message fifteen different ways is not a billable activity, but it consumes real staff hours every week.
Partners who do not know which returns are stuck, who is overloaded, or what is blocking a client cannot manage the practice. They manage by walking around and asking.
Send a single intake link per client. CPA-AI handles the engagement letter signature, prior-return upload request, entity questionnaire, and authorization forms. Average completion time drops from nine days to under 72 hours.
Automatically maps every client to their applicable deadlines: 1040, 1065, 1120-S, state returns, extensions, and estimates. Sends reminders to clients and staff at 30, 14, and 7 days. Tracks extension filings and adjusts all downstream timelines in real time.
Generate status updates, document request follow-ups, and billing summaries in your firm's voice. Review and send in one click. No more composing the same four messages to fifteen different clients each week.
Real-time WIP by staff member, by return type, by due date. Realization rates, average cycle time, and bottleneck alerts surface automatically. Partners see the whole practice in one view, not through status meetings.
Clients upload documents to a branded portal. CPA-AI classifies each file (W-2, 1099-B, K-1, property tax statement), flags items missing from the checklist, and routes everything into the correct return folder. Staff open a complete workpaper package ready for prep.
When a client receives a notice, they upload it. CPA-AI reads the notice type, summarizes what is owed or requested, assigns it to the correct staff member, and drafts an initial response outline. Nothing falls through an inbox again.
CPA-AI integrates with Drake, Lacerte, UltraTax, and QuickBooks Online. Import your client list and entity types. The system maps applicable deadlines automatically based on return history and filing status.
At the start of season, send one branded intake link per client. They complete the questionnaire, sign the engagement letter, and upload prior-year documents from their portal. Your staff receives a complete intake package without a single follow-up email.
The practice dashboard shows every active return: what stage it is in, who is assigned, what is missing, and when it is due. Bottlenecks appear before they become emergencies. Partners reassign work in two clicks.
At any point in the workflow, generate a client update, a document request, or a billing summary. CPA-AI drafts it in your tone profile. Edit or send as-is. Average review time is under 40 seconds per message.
All plans include a 30-day free trial. No credit card required to start.
Start a 30-day free trial. No credit card, no setup fee, no commitment until you see the time it returns to your practice.
Start Free Trial
Firms running on CPA-AI