Tax practice (AU) · 6 weeks
18d → 6d collection cycle
Outcome: Median document collection cycle reduced from 18 days to 6 days.
For accounting firms, bookkeepers & tax advisors
Stop chasing clients.
Start billing more hours.
Hire a vetted AI expert who understands accounting workflows. Client intake, document collection, FAQ bots, and deadline reminders — all automated. Fixed price.
Expert matched in 48 hours · fixed price · escrow protected
Top accounting experts
TM
Tom M.
16 accounting projects · CPA specialist
Available
PK
Priya K.
12 projects · bookkeeping & payroll
Available
"Our intake used to be 45 minutes of emails. Now it's automated. New clients arrive with everything signed. We save 6 hours a week."
— Robert C., CPA firm, Atlanta GA
The 3 things stealing your billable time
Every accountant knows these. Now there's an affordable fix.
📋
Document chasing is eating your week
You email clients for their documents. They don't respond. You follow up again. You're a CPA, not an inbox manager — but here you are.
❓
Same questions answered 30 times in April
"When will my return be ready?" "What do I need to bring?" Your team answers these instead of doing actual accounting work.
⏰
New client onboarding takes too long
Engagement letters, access setup, initial data collection — all done manually over email for every single new client, every single year.
What your AI expert will build
01
Automated document collection
AI sends clients a secure upload link, chases them with reminders until everything arrives, and alerts you the moment a file is complete. No more chasing.
02
FAQ & pricing chatbot
Answers "What do I need for my return?" and "What are your fees?" on your website 24/7. Qualifies leads and books calls before they reach your desk.
03
Tax deadline reminder campaigns
AI sends clients timely reminders before quarterly estimated taxes, extension deadlines, and year-end prep. No more surprised clients in October.
04
Client progress updates
Automated status messages as you work through each return. Clients stop calling to ask "what's happening?" — freeing your team for billable work.
Results in this industry
Recent measured outcomes from comparable implementations.
Experts who understand accounting
Not general AI freelancers. Specialists who've built for CPA firms, bookkeepers, and tax practices before.
TM
Tom M.
4.8★ · 16 projects · CPA specialist
Client intake, document collection, and FAQ automation for CPA firms and independent tax advisors.
IntakeDoc collectionFAQ bot
From $1,100
PK
Priya K.
5.0★ · 12 projects · bookkeeping & payroll
Automates recurring workflows for bookkeepers and payroll teams. Bank statement collection, reconciliation reminders, and client reporting.
BookkeepingPayrollReports
From $900
DL
David L.
4.9★ · 14 projects · tax advisory firms
Deadline campaigns, client update automation, and lead qualification for tax advisory and wealth management practices.
DeadlinesUpdatesLead qual
From $1,300
What accounting clients say
★★★★★
"Our intake used to be 45 minutes of emails back and forth. Now it's fully automated. New clients arrive with everything signed. We save 6 hours a week."
RC
Robert C.
CPA firm · Atlanta GA
★★★★★
"The FAQ bot handles 80% of our client questions during tax season. My team can actually focus on returns instead of the phone. Best decision we made this year."
SM
Sarah M.
Bookkeeper · Denver CO
★★★★★
"Deadline reminders alone paid for the whole project. Clients stopped calling us in a panic in October. It just runs — automatically. Best investment we've made in years."
JT
James T.
Tax advisor · Seattle WA
Ready to reclaim your billable hours?
Get matched with a vetted accounting AI expert in 48 hours.
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