Busy season ends
where complete files begin

CPA firms don't have an AI problem. They have a busy season that starts with incomplete files and ends with extensions. Here is where we start.

Where we'd start

Every firm has the same first two leaks: the document chase and the return itself. So that's where we start. Not with a platform, not with a roadmap. With the system that pays for the rest.

The chase. Client documents collected before busy season, not during it. The system chases, tracks, and escalates. Your staff stops being a collections department, and the season starts with complete files instead of extension requests.

The draft. Source documents extracted and coded on intake; returns drafted to review-ready so partners review instead of prepare. Every return a partner doesn't prepare is partner capacity sold at partner rates. The engagement letter said partner time. This is how it actually happens.

Once those two run, the rest of this page is paid for and the only question is what's next.

Then the rest of the shop

Busy season

  • Chase and collect client documents so busy season starts with complete files.
  • Extract and code source documents on intake.
  • Draft returns to review-ready so partners review instead of prepare.
  • Turn extensions from a capacity failure into a choice.

Year-round

  • Run reconciliations and flag exceptions for CAS clients.
  • Draft month-end close packages and client-facing commentary.
  • Surface tax-only clients who should be on advisory, with the fee attached.
  • Track engagement realization so scope creep gets caught during the job.

Growth

  • Compress onboarding for new clients and new staff.
  • Integrate acquired firms onto one workflow post-close.

Your job not on the list? Good. The list is where we usually start, not where we stop. Tell us the job in three sentences and we'll come back with a straight answer: buildable or not.

You do. Every return, every time

The system drafts. Your preparer of record reviews and signs, on every return, under your review procedures, the way they do today. Nothing goes out the door without a human who holds the license choosing to send it. Circular 230 diligence stays exactly where it has always lived: with your firm.

And on 7216: before any client document is processed, the consent sits in the file, the disclosure says what it must, and the data path matches what it said. We build that workflow first, not around. If your reviewer wants the data-flow map, it exists.

What we find in a typical engagement

The same three failures, in nearly every season we walk into. None of it takes a crystal ball. It takes a system pointed at it.

Weeks
The chase

Staff spend the first weeks of season chasing documents instead of preparing returns. Every chased week is a compressed one later.

Half
The draft

Partner review time is the scarce resource, and half of it goes to preparing what a machine can draft. Partners should review, not assemble.

Advisory
The upgrade

Tax-only clients are advisory clients who haven't been asked. The fee gap between the two sits in the data, unremarked, every year.

Built and run, on retainer

Your data doesn't leave your walls. No new logins for your team to learn.

Integrations include but aren’t limited to: CCH Axcess · UltraTax CS · GoFileRoom · TaxDome · Liscio

Monthly retainer, monthly report with numbers. If the numbers stop justifying it, you should cancel. We'll say so first.

What the retainer covers: the chase and the draft first, then the rest of the menu. Partner review capacity released to billable work is the whole case; one season's extensions converted to filings usually closes it.

1,402documents collected before season 214returns drafted to review-ready 31%partner prep time released 9extensions avoided, by choice

Tell us the job.

Book a call →

Straight answer within one business day. First system live in six weeks.