For accounting and tax firms
We build AI automations for small accounting firms. They send the reminders, answer the "where's my return?" emails, and onboard new clients, so your team can get back to the returns.
No prep needed. No sales pitch.
- Works with the software you already use
- One fixed price, agreed up front
- We work in US hours
Mon 9:00 AM
Request sent: W-2, 1099-INT, mortgage statement
Thu 9:00 AM
Two documents in. Reminder emailed for the 1099-INT.
Mon 9:00 AM
Still missing. Reminder sent by text.
Mon 2:14 PM
Client uploaded the 1099-INT.
Mon 2:14 PM
All documents in. Reminders stopped. Preparer notified.
Does this sound like your January to April?
Chasing clients for missing documents
You ask for the W-2 three times, then again in March. Someone on your team keeps a spreadsheet of who still owes what.
"Where's my return?" all day long
The same question by email, phone, and text. Every answer takes five minutes away from the work that would finish the return.
Typing in data by hand
Bank statements and receipts get keyed in and sorted into categories one line at a time.
Onboarding every new client manually
Engagement letter, intake form, signature, document list. The same string of emails, written again for each client.
Leads going cold
Someone fills in your contact form in February. Nobody has time to reply for a week. By then they've hired another firm.
What we take off your plate.
One fix for each problem. Start with the one that costs you the most time.
Chasing documents
Clients get reminded automatically until they send the docs
Each client gets a clear list of what you still need. Reminders go out by email and text on a schedule and stop the moment they upload. You only hear about the clients who are truly stuck.
Status questions
An assistant answers status questions and books appointments
Clients ask where their return is and get an answer in seconds, day or night, based on the status in your own system. If they need a person, it books a slot on your calendar.
Manual onboarding
New clients get onboarded without you sending a thing
When a client signs up, the engagement letter, intake form, and e-signature request go out on their own, in the right order. You get a finished client file instead of a to-do list.
Data entry
Transactions get sorted and entered for you
Transactions are categorized and entered into your books automatically. Your team reviews the few it isn't sure about instead of typing every line.
Cold leads
Every new lead gets a reply and a follow-up
A new enquiry gets a reply within minutes, then a few friendly follow-ups over the next days, until they book a call or say no.
See what actually happens.
No slides. Here is each automation, step by step, the way your clients would experience it.
Mon 9:00 AM
Request sent: W-2, 1099-INT, mortgage statement
Thu 9:00 AM
Two documents in. Reminder emailed for the 1099-INT.
Mon 9:00 AM
Still missing. Reminder sent by text.
Mon 2:14 PM
Client uploaded the 1099-INT.
Mon 2:14 PM
All documents in. Reminders stopped. Preparer notified.
Document reminders
A client owes you three documents. The reminders run on their own until the last one arrives.
Client
Hi, any update on my return?
Assistant
Hi Dana. Your return is in review and on track to be filed this week.
Client
Can I talk to someone about my estimated payments?
Assistant
Sure. Mark is free Tuesday 2:00 PM or Wednesday 10:30 AM. Which works?
Booked
Tuesday 2:00 PM, added to Mark's calendar.
Status assistant
A client asks about their return at 9 PM. They get an answer and a booked appointment without anyone on your team picking up the phone.
Day 1, 10:02
New client signs up on your website
Day 1, 10:03
Engagement letter sent for e-signature
Day 1, 4:40
Letter signed. Intake form sent.
Day 2, 8:15
Intake form completed. Document list sent.
Day 2, 8:15
Client file ready. Emails you wrote: zero.
Client onboarding
A new client signs up. The letter, the form, and the signature all happen without you writing a single email.
How it works
Three steps. About two weeks.
A free 15-minute call
We find the one or two tasks eating most of your team's time.
We build it and set it up
About two weeks. We build it on the tools you already use and test it with you before it goes live.
It runs, and we look after it
It works in the background. If something needs fixing or changing, you message us and we handle it.
The offer
Start with a free automation audit.
On the call we go through how your firm handles documents, client questions, onboarding, and new leads. Afterwards you get a short written plan: what to automate first, roughly how much time it would save, and a fixed price to build it.
A 15-minute call, no prep needed
A written plan for your firm
A fixed price quote
Yours to keep, whether you hire us or not
Free. No obligation.
You're probably wondering.
We're a small team based in India. Here is how that works for a US firm.
We work in US hours
Calls, updates, and support happen during your working day, not ours.
Your client data stays where it is
We build inside the tools you already use, so nothing gets copied somewhere new. We sign an NDA before we see anything and only take the access the job needs.
We stick around after launch
We don't hand it over and disappear. If something breaks or needs changing, we fix it.
The price is fixed
You get one price in writing before any work starts. No hourly billing and no surprise bills.
FAQ
Questions firm owners ask.
The call and the audit are free. Each automation has a fixed price that you get in writing before any work starts. Most first automations start at $1,500.
In most cases, yes. We work with QuickBooks, Xero, TaxDome, and Karbon, along with your email, calendar, and e-signature tools. If you use something else, tell us on the call and you'll get a straight answer on whether it fits.
About two weeks from the call to a working automation. Bigger jobs take longer, and we tell you the timeline before we start.
You message us and we fix it, during US working hours. We support everything we build after it goes live.
No. The automations run inside the tools your team already uses. Most of the time nobody has to do anything.
Pick a time. It takes 15 minutes.
Tell us what eats your team's time. We'll tell you plainly whether we can fix it.
Calendar not loading? Email hello@thecompanybehind.com and we’ll find a time.