Four to five hours of daily email became twenty minutes
Email that took three people now takes one person 20 minutes a day, and nobody copies between three sales tools any more.
- 18 hours a week back
- From 3 people to 1
- 12 weeks to hand over
More returns per preparer, with the staff you have.
I find the job that takes your staff the most hours, take it off their plate, and show it working every day.
- 18 hoursback every week for one sales team
- 3,256 notesfiled by voice, not typed up at night
Where your firm's hours go.
Client documents
Every client's missing documents requested, chased and checked off, and every client told where their return stands, with no reminder written by staff.
Engagement letters
Every engagement letter sent in December, chased weekly until signed, and filed before return work starts.
Client email
Client emails answered in draft within an hour from your firm's own documents, each draft showing the page it used.
See it in the workThe partner's inbox
Sorted by 7am, with replies drafted and a one-page brief of what needs the partner.
Works with the tools you already run.
- Karbon
- Canopy
- TaxDome
- SmartVault
- ShareFile
- Microsoft 365
- Google Workspace
I connect to each through its own access, and the AI Roadmap confirms what yours allows before you pay for a setup.
From the work
From a client
This is exactly what we needed. Before, we were copying data between 3 tools constantly. Now everything is in one place and we can find leads by what we talked about.
He is reliable and consistently meets deadlines, and is always willing to go the extra mile to ensure that projects are completed to the best of his abilities.
Anton’s work ethics and result-oriented approach amazed me.
How it works.
- 01
Book a 15-minute call
You tell me where your firm's hours go.
- 02
The AI Roadmap
In one week, I find the job that costs the most, put a dollar figure on it, and test a fix for it.
- 03
The job comes off your staff's plate
The fix goes live within 14 days, and your staff get their hours back.
What's guaranteed
- 100% money-back guarantee on the AI Roadmap, within 14 days of payment
- 14 days from signing to up and running, at a fixed price, or the setup fee comes back
- Month 3 the work is worth more than the monthly fee, or I keep working for free until it is
Questions
Does client tax data go into AI?
Not in the first setup. It works on your firm's own documents and on the chasing, letters and email around a return, not on the return itself.
Our practice software already has AI. Why add this?
It does its part. This takes on the work around it, the chasing, the letters and the client email, inside the software you already use.
Will it be ready before busy season?
Each setup is up and running within 14 days of signing, so one signed by mid-December runs before busy season.
Find out where your firm's hours go.
A 15-minute conversation about how your firm runs today.