01 · YOUR DIGITAL EMPLOYEES
Digital employees that do the work.
Not chatbots. Named digital employees with photos, titles, and jobs they own, trained for accountants. They draft, send, book, follow up, and learn your business in your voice, 24/7.
NEWAI FOR ACCOUNTANTS & CPAS
The work is the easy part. The chasing isn't.
A trained team of digital employees and custom AI apps that handles client intake, document collection, and quarterly check-ins so you can do the actual accounting.
LenaClient Onboarding
MarcusDocument Chaser
PriyaStatus & Comms
TheoQuarterly Tax Planner
/HOW TO USE AI IN YOUR ACCOUNTANTS BUSINESS
Digital employees. Plus custom AI apps. Built for your accounting business.
Not a chatbot. Trained digital employees plus custom AI apps, shaped to how your accounting business actually works.
02 · CUSTOM AI APPS
AI apps built for your business.
Software used to be for tech companies. Not anymore. Describe what your accountants business needs (a quiz, calculator, intake, portal) and BuildAI builds it. With database, payments, and users included. Your digital employees run it for you.
1 Describe
2 Build
3 Launch
/THE WORK YOU'RE DOING MANUALLY
Every week, tax season follows you everywhere.
Document chasing. Status-update emails. New-client intake. Quarterly review reminders.
01Chasing clients for missing documents~8 hrs / week
02Answering "where is my refund?" emails~4 hrs / week
03Onboarding new clients (engagement letters, intake)~3 hrs / week
04Quarterly tax planning reminders~2 hrs / week
05Year-end planning outreach~3 hrs / week
/MEET YOUR DIGITAL EMPLOYEES
Your firm's digital employees. Working through tax season.
Four trained digital employees who know how an accounting firm actually closes engagements.
Lena
Client Onboarding
- Sends engagement letters and intake forms
- Collects prior returns and statements
- Routes new clients to the right CPA
- Logs to Karbon / Canopy / Jetpack
Marcus
Document Chaser
- Pings clients for missing 1099s and K-1s
- Auto-escalates to phone for stragglers
- Tracks status of every open file
- Frees CPA time during deadlines
Priya
Status & Comms
- Answers "where is my return?" automatically
- Sends progress updates by stage
- Schedules planning calls when ready
- Routes complex questions to the CPA
Theo
Quarterly Tax Planner
- Sends Q1-Q4 planning prompts to clients
- Coordinates estimated-payment reminders
- Flags year-end opportunities by industry
- Drives renewal of advisory packages
/CUSTOM APPS · BUILT FOR YOU
Apps that kill tax-season chaos.
Describe what your firm needs. We build it. Your team runs it.
INTAKE
Client Intake & Engagement
Walks new clients through engagement, intake form, and initial document upload in one flow.
yourfirm.com/onboard
Tell us about your filing
Filing typeS-Corp + personal
Number of K-1s3
Prior CPAYes - PDFs available
PORTAL
Client Document Portal
Clients upload exactly what's missing. Marcus chases what isn't there.
yourfirm.com/docs
2025 Return · in progress
W-2 formsDone
1099-INT statements
K-1 partnershipsUp next
MEMBER
Quarterly Planning Hub
Advisory clients see their tax position each quarter. Theo schedules the planning call.
yourfirm.com/planning
Q2 2026 review
PlanAdvisory Plus
Next planning callJun 10 · 2 weeks out
/HOW THEY WORK TOGETHER
From new lead to renewed advisory client. Without a single chase email.
One team owns intake, document chasing, status comms, and quarterly planning so your CPAs do CPA work.
01 · ONBOARDLena
LenaLena sends engagement letter and collects intake
02 · CHASEMarcus
MarcusMarcus collects every missing document before due date
03 · COMMSPriya
PriyaPriya owns status updates and refund-status questions
04 · PLANTheo
TheoTheo runs quarterly planning prompts and advisory upsells
05 · RENEWTheo
TheoYear-end review turns into next-year engagement letter
/HIRE A TEAM. OR HIRE THIS ONE.
The team your firm needs every April.
Karbon, your tax software, and your portal keep working. You'd still need humans chasing documents, sending status, and running quarterly planning.
Hire the team yourself
Real salaries. Real recruiting. Real onboarding time.
- Client Onboarding Specialist~$55k/yr
- Document Coordinator~$48k/yr
- Client Comms / Bookkeeper~$52k/yr
- Tax Planner / Junior CPA~$75k/yr
Plus recruiting + onboarding$230k/year+
VS
Hire your BuildAI team
WORKS WITH YOUR STACKPlugs into the tools you already pay for.
- Lena · Client Onboardingincluded
- Marcus · Document Chaserincluded
- Priya · Status & Commsincluded
- Theo · Quarterly Tax Plannerincluded
All four, live in 60sFrom $39/mo
/ WORKS WITH WHAT YOU ALREADY USE
Keeps the tools you already use.
Connect what you want, when you want. Nothing to rebuild, nothing to move over, and you stay in control of what goes out.
Gmail
Google CalendarQuickBooks
Karbon
Canopy
Jetpack
...and many more. If you use it, chances are we connect to it.
Logos via Logo.dev
/WHAT YOU'LL SHIP
From engagement letter to renewed advisory, year over year.
Every engagement letter signed.
Lena onboards new clients, captures intake, and routes to the right CPA the same day.
Document chase running on rails.
Marcus knows exactly what's missing on each return and chases until it shows up.
Quarterly planning compounds.
Theo turns one-time tax returns into year-round advisory relationships.
/ROI MATH
1 retained advisory client pays for the year.
Average advisory engagement$3,600
BuildAI (1 year)$468
Hours saved / month~38 hrs
Break-even≤ 1 retained client
Your firm is 60 seconds away from sanity.
No credit card. No contracts. Spin up Marcus and stop chasing documents this week.
NO CREDIT CARD · 60-SECOND SETUP · MADE BY HUMANS