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AI Engineering for Tax Practice

We automate client document collection, workpaper assembly, multi-state filings, and review note tracking — built and operated for you.

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What We Automate

We don't know every problem in your operation. You do. These are the types of work we engineer AI for. You tell us where it hurts most.

Data Entry Automation

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Your team re-types data from one system to another. We eliminate that.

W-2s & 1099s K-1 schedules trial balances prior year data

Incoming Request Processing

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Requests come in from everywhere in every format. We read, classify, and route them.

client documents organizer responses IRS notices

Document Generation

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Workpapers and engagement letters assembled from client data automatically.

workpaper packages engagement letters extension requests

Compliance & Audit Readiness

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Every peer review is a fire drill. We keep you ready all the time.

filing deadlines preparer checklists peer review files

Risk Detection

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Patterns hiding in your data that your team can't catch at scale. AI finds them.

missing documents inconsistent data deadline risk

Reporting & Consolidation

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Tax season data pulled together so partners see the real picture.

season status extension tracking staff workload
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Common Questions About AI for Tax Practice

How do we start?
We start with a 2-week AI Roadmap. Our engineers spend time inside your tax practice — watching your staff chase client documents, mapping your workpaper assembly process, measuring your review cycle times. The output is a ranked list of workflows by ROI, with implementation timelines and expected savings. No commitment to build beyond the roadmap.
What does my team do differently on day 1?
Almost nothing. The first workflow runs alongside your existing process — AI processes client documents or assembles workpapers in parallel while your team works normally. Once accuracy is validated (typically 2-3 weeks), we switch over. Your staff starts managing exceptions instead of processing everything manually. The transition is gradual, not a big bang.
How does this work with our tax software?
We build on top of your existing systems. We integrate with CCH Axcess, UltraTax, GoSystem, Lacerte, and every major tax preparation platform. The AI layer connects your tax software, document management, and client portals. Your IT team keeps managing infrastructure. We build the automation that sits between your systems.
What about accuracy on complex returns?
Every workflow we build includes validation against IRS rules and state requirements. For complex returns with K-1s, multi-state filings, or entity structures, the AI prepares the workpapers and flags items that need reviewer attention. We maintain audit trails for every automated step. The AI doesn't file returns; it eliminates the manual work around preparation.
How do we measure success?
We define success metrics with you before building anything. Typical metrics: document collection time, workpaper assembly speed, review cycle time, and returns per staff member. We set up dashboards that show before/after in real-time. If the numbers don't improve within 90 days, we fix it on our dime.
What's the total cost for year 1?
Two options. Per Workflow: $25K-$75K per workflow, best for starting with one high-impact process like client document collection or workpaper assembly. Dedicated Team: ~$22K/month for 2+ AI engineers embedded in your practice, building multiple workflows continuously. Most tax practices start with one workflow, prove the ROI, then move to a dedicated team.

Your operations are too complex for manual processes.

Book a free 30-minute AI Assessment. We'll map your highest-volume workflows and show you the 3 processes with the highest ROI.

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