AI that reads the source documents and chases the missing ones before busy season.
We build AI for accounting and tax firms that pulls the figures out of W-2s, 1099s, K-1s and bank statements, checks your client portal for what has not arrived, and sends the reminders. Your preparers review and decide. It runs on systems the firm controls, so what you told clients about where their data goes stays true.
What we hear from accounting and tax firms
Every quarter one person types source documents into the tax software for a week.
Half of February is emailing clients for the forms they have not sent.
Our clients ask where their data goes and the answer has to stay true.
The work we take off your team's desk first.
Each of these is a service we build on systems you control, test on your own data, and look after. A person stays in charge of every decision that matters.
- 01AI integrations and custom software
Source document extraction
Bank statements, brokerage forms, W-2s and K-1s come in as PDFs and scans in every layout. We build intake that reads each document, extracts the figures into the fields UltraTax, Lacerte, Drake or CCH Axcess expects, and stops on anything it cannot match. The preparer reviews a filled return in place of a stack of paper.
AI that does the work
- 02AI staff
Chasing the client portal
The agent checks each client's portal against what last year's return needed, marks what has arrived, sends a polite reminder for what has not, and keeps doing it on a schedule you set. Your staff see one list of who is still missing what, and nobody spends February writing the same email.
AI that does the work
- 03AI phone line
The phone from February to April
Clients ring to ask whether their extension went in, where to send a late K-1, and whether anyone is in on Saturday. The voice agent answers from your own material and takes a message with the client name and return year on it. It gives no tax advice, because it only says what is in the documents you gave it.
AI that talks to your customers
What you told your clients about where their data goes stays true.
The question a client asks is short: where does my data go. Your engagement letter and your written information security plan answer it, and the answer has to hold up on the day somebody in the office finds a new AI tool. A model running on a machine in the office or in the firm's own cloud account adds no AI vendor to that plan, because the numbers go from a workstation to a system you control and come back.
It matters most in season, when the hours are longest and the seasonal staff are newest. Giving them an approved private tool on day one is simpler than asking them to avoid the public ones.
Your security plan and your qualified individual stay yours. We supply what they need about the AI part: where it runs, what it can reach, what it logs and who can access it, written up so you can add it to your written information security plan.
Other work we build for accounting and tax firms.
Once the first job is running, these are the next ones worth handing over. Each links to the service that does it.
Recurring filings on state portals
Sales tax and payroll returns filed on state sites one client at a time, each with its own login and form, and the confirmation saved back into the client folder. A person approves anything that submits a payment.
Bank feeds and reconciliation cleanup
Transactions coded in QuickBooks Online, the exceptions gathered, and the adjustments carried into the workpapers. Which account something belongs in stays your call.
Questions across your own files
Engagement letters, prior year workpapers and firm memos, searchable and answerable on a machine the firm controls, so nobody pastes a client's numbers into a chat window to get a summary.
An AI policy before the seasonal staff arrive
A written policy on which AI tools may touch client data, training for the team on the approved ones, and a plan for the builds worth doing over the summer.
The services that do the most for accounting and tax firms.
Ranked by how much of the day each one gives back, with the reason beside it. The free AI review ends with a written page that puts your own firm in this order.
- 01
AI integrations and custom software
AI that does the work
Source document extraction, built over the summer so it is routine by January.
- 02
AI staff
AI that does the work
Portal chasing, state filings and reconciliation cleanup, all on dates somebody else set.
- 03
AI phone line
AI that talks to your customers
In season the phone is what stops a return getting finished, and the questions are the same every year.
- 04
Private AI
Private AI
An approved AI tool for preparers, on a system the firm controls.
- 05
AI readiness and policy
AI strategy and leadership
A written AI policy and a ranked plan for the quiet months.
The engine under the AI staff is ours.
Most firms selling AI to an office resell somebody else's tool. Our engineering team writes and ships its own, and the agent that would work your screens runs on it.
DeskVNC
In active developmentRemote desktop access and tools that let AI agents see and operate computers, with permission and human takeover.
- Remote desktop connections
- MCP tools for viewing and input
- Human takeover controls
Computer control connected to an AI workflow
psmux
A native Windows terminal multiplexer for persistent sessions and coding agents.
- Native Windows terminal sessions
- Panes and layouts
- Detach and reattach workflows
Engineering tools built around how developers work
What accounting and tax firms ask us first.
- Does the AI make accounting decisions?
- Your staff make them. The AI reads documents, moves data between screens and stops when something does not match. Coding, classification and anything with judgment stays with your preparers, and every step that touches a filing keeps a human check.
- Does this work with our tax software?
- Yes. Where your software accepts an import we use it, and where it does not the agent works through the screen. Desktop software, a browser based system or a remote desktop into a hosted environment all work.
- Can this be built before busy season?
- That is the best time. We look at the work while it is in front of you, send a written quote with an estimated price and timeline, and build over the summer so the new process is familiar by January.
- What does the review of a return look like?
- The preparer sees each extracted figure beside the page it came from, and anything the intake could not read with confidence is marked for them. They approve the entry the same way they would review a junior's work.
Start with a free AI review.
Thirty minutes with the engineers who would build it. Bring the job your team most wants off its desk, and you leave with a written page you keep: what we would build first, which systems it touches, and where your data stays.