We embed agents into prep, review, and filing, built into the workflows you already run. Your team keeps the judgment.
Your seniors are re-typing bank balances into lead sheets. Your managers are keeping review notes in Excel spreadsheets. Your partners are catching what the tools couldn't. That's not talent, it's tolerance.
Clients upload to SharePoint. Some send QuickBooks exports, some send bank statements, some send an Excel summary, some send a shoebox. Someone opens every folder to know what's missing.
QuickBooks exports go into Caseware by hand. Prior-year numbers reconciled by eye. Lead sheets hyperlinked one supporting doc at a time. Every file, every year, the same manual pass.
The manager has questions. She lists them in a spreadsheet. She attaches it to the file. The preparer answers in the same sheet. Round-trip, forever. No history, no queue, no view of what's actually stuck.
GIFI export imports the basics. Everything past that (dividends, rental properties, related-company loans, shareholder info) is manual, every file, every year. Your team re-does last year's work to start this year's.
The line item you see is the license. The line item you don't is a senior spending their week on data entry.
Agents handle the intake, the trial balance, the lead sheets, the exceptions. Your team spends the time where judgment lives.
The trial balance draft is waiting for them. Supporting docs are already linked. They review, they don't transcribe.
Every exception the agent surfaces sits in one review workspace. Notes track by item, not by email thread. Nothing gets lost between rounds.
Every doc, every entry, every adjustment has a status, an actor, a disposition. The audit trail writes itself. You sign what you can see.
Every step of file prep, review, and filing, agent-drafted and human-approved. Wired into your firm, not sold as a SaaS.
Reads every file the client uploads, matches it against the expected doc list, and asks the client for what's missing. Your preparers open the file when the docs are ready, not before.
Whatever the client sends (QuickBooks export, bank statements, an Excel summary, a shoebox) gets normalized to your firm's standard chart of accounts. One shape in, no matter what came out.
First-draft trial balance built from the source. Lead sheets pre-populated. Every number hyperlinked to the supporting doc that produced it. Preparers land on a file that's already 80% done.
Year-over-year variance flagged before the manager opens the file. Large items without backup, unusual movements, anything that touches a special tax rule, surfaced with the reason. Your seniors see the story, not the spreadsheet.
The agent operates your tax software the way your team does. GIFI import, then the schedules that never imported (dividends, rental properties, related-company links, shareholder info) filled in from the file, logged step by step.
Every doc, entry, and adjustment has a status, an actor, and a disposition. Managers get an exception queue instead of an inbox. Partners see the sequence of operations for every file they sign off on.
Same client, same year end, same team of seniors and partners. What changes is where the hours go.
One call. We map the workflow, pick the highest-leverage step, and ship a pilot inside your firm.
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