CPA & Accountant Tax Season Automation

Price

$797/mo

Setup Time

3 days

ROI

Saves 15 hrs/week per CPA, increases client capacity by 2x during tax season

Effort

Done for you

15 hrs/wk

Time Saved

per CPA on document chasing

2x faster

Document Collection

with automated follow-ups

0

Missed Deadlines

with automated alert system

Upload your client list — AI sends personalized document request emails to every client automatically

Automated follow-ups every 5 days until all required documents are received and confirmed

Staff receives organized document summaries and deadline alerts; clients get filing status updates

What is the CPA & Accountant Tax Season Automation workflow?

AI sends personalized document request lists to every client, follows up automatically until everything is collected, reminds both client and staff of upcoming filing deadlines, and organizes all documents in a structured folder system — so your team can serve twice as many clients without adding headcount during peak season.

How much does CPA & Accountant Tax Season Automation cost?

CPA & Accountant Tax Season Automation starts $797/mo (per accounting firm). This is a done-for-you service — we build and run the workflow for you.

How long does it take to set up CPA & Accountant Tax Season Automation?

Setup takes 3 days. From form submission to a live, working workflow.

Who is CPA & Accountant Tax Season Automation designed for?

CPA & Accountant Tax Season Automation is built for: CPAs, Tax Preparers, Bookkeepers, Accounting Firms, Financial Advisors.

What is the ROI of CPA & Accountant Tax Season Automation?

Saves 15 hrs/week per CPA, increases client capacity by 2x during tax season