01
Client Intake & Onboarding
Automated engagement letters, document collection workflows, conflict checks.
AI FOR CPA & ACCOUNTING
Client intake, document processing, advisory content, marketing systems — built for the rhythm of a real CPA practice.
Industry context
CPA firms have rhythm: tax season is hand-to-hand combat; audit season is documentation purgatory; off-season is sales and marketing. AI tools designed for one season fail in another. We build for the full cycle.
We also understand the regulatory environment — AICPA, state board requirements, and the very real liability that comes with software that touches tax data.
Capabilities
01
Automated engagement letters, document collection workflows, conflict checks.
02
Statement parsing, receipt categorization, source-document AI for tax prep.
03
SEO content for advisory practice, lead-gen for high-value clients (not commodity 1040 work).
04
Capacity planning, project tracking, client communication automation across the calendar year.
Compliance
We respect data segregation, working-paper retention, and confidentiality requirements. We don't deploy systems that put client data through unauthorized AI vendors.
Investment
Single-firm: $8,000–$35,000 + $500–$2,000/month. Multi-office: $50,000+ depending on integration scope.
Every quote is fixed-scope and fixed-price. We don’t surprise-bill.
Free 30–60 minute consultation. In-person at our Providence office or virtual. We respond within 24 hours.