--- title: "AI for Accounting Firms: A Done-for-You AI Team | Astra AI" description: "AI for accounting firms, done for you. Astra AI designs, installs and runs 19 AI agents for accounting and CPA firms. $2,500/mo + AI costs." canonical: "https://www.m-i-n-d.ai/ai-team/accountants" updated: "2026-10-12" --- # AI for accounting firms: Your firm’s back office, running while you prepare returns. Astra AI designs, installs and runs a team of 19 AI agents built for accounting firms. You review and sign. They do the chasing, the follow-up and the reports. Astra AI designs, installs and runs a done-for-you AI agent team for accounting firms. It runs on the AI the client already uses (Grok Bot, Muse, Dots, Hermes, OpenClaw or Claude), shares one memory in MIND, and is managed by Astra AI every month. ## The team ### Get New Clients - **Speed-to-Lead Agent**: Answers every web form, text and email inquiry in minutes and asks three scoping questions. (works in Your website form, firm text line, TaxDome, Karbon, Canopy, Google Business Profile messages) - **Fit and Scope Qualifier**: Sorts personal vs business, entity type, states, bookkeeping state and complexity. Flags work the firm does not take. (works in TaxDome, Karbon, Canopy, QuickBooks Online, Xero) - **Referral Partner Agent**: Keeps the list of attorneys, bankers and advisors who send work, logs who referred whom, and drafts thank-yous and quarterly check-ins. (works in The CRM in TaxDome or Karbon, Gmail, Outlook) - **Reviews and Local Presence Agent**: Asks every client for a review after delivery, drafts replies to reviews, and keeps the business profile current. (works in Google Business Profile, email, text) ### Win the Deal - **Booking Agent**: Books the consult, sends reminders and rebooks no-shows. (works in Google Calendar, Outlook calendar, TaxDome scheduling) - **Proposal and Engagement Letter Agent**: Drafts the scope, the fee from your own fee schedule, and the engagement letter. (works in Ignition, TaxDome, Karbon, Word or Google Docs) - **Proposal Follow-Up Agent**: Checks back on unsigned proposals on a schedule you set and stops when signed or declined. (works in Ignition, TaxDome, email) - **Onboarding Agent**: Sends the welcome, e-sign request, portal invite, organizer and a list of prior-year items to upload. (works in TaxDome, Karbon, Liscio, SmartVault, Ignition) ### Serve and Keep Clients - **Document Chase Agent**: Chases missing W-2s, 1099s, K-1s and receipts by text, email and portal, and stops when the item arrives. (works in TaxDome, Liscio, SmartVault, email, text) - **Intake Review Agent**: Compares the organizer and uploads to last year’s return and lists what looks missing or new. (works in Drake, Lacerte, ProConnect and CCH Axcess exports, PDFs in SmartVault) - **Client Question Agent**: Answers "what do you still need" and "what is my status" from the firm’s own notes in MIND, day or night. (works in Text, email, portal chat, TaxDome, Karbon, MIND) - **Deadline and Extension Watch Agent**: Tracks filing and estimate dates for each client and drafts reminders. (works in Karbon, TaxDome, Canopy work calendars) - **Return Delivery and Signature Agent**: After the preparer signs off, sends the return for review, chases the e-file authorization form and sends the invoice link. (works in TaxDome, SmartVault, Liscio, Ignition) - **Renewal and Advisory Offer Agent**: Lists clients who may want bookkeeping, payroll or planning and drafts a short offer. (works in TaxDome, Karbon, QuickBooks Online) - **Reactivation Agent**: Writes to clients who did not return and to prospects who went quiet. (works in TaxDome, Karbon, email) ### Back Office and Owner - **Bookkeeping Prep Agent**: Suggests categories for bank-feed lines, lists what is uncategorized and prepares reconciliation notes. (works in QuickBooks Online, Xero) - **Billing and Collections Agent**: Sends invoice reminders and payment links on your rules. (works in Ignition, QuickBooks Online, TaxDome billing) - **Compliance and Security Agent**: Keeps the written security plan checklist, the consent log and the AI review log current, and reminds staff of due items. (works in TaxDome, Karbon, MIND, email) - **Owner Briefing Agent**: One page each Monday: new leads, proposals out, work in progress, documents missing, overdue invoices. (works in TaxDome, Karbon, QuickBooks Online, MIND) ## Price $2,500/month · AI running costs billed at cost · cancel any time. Checkout: https://buy.stripe.com/bJeaEW2LRbYJ4co4qRe7m09 ## FAQ **What AI tools do accounting firms use?** Most accounting and CPA firms start with one AI tool, like a chatbot or a writing assistant. The bigger gain comes from a team: 19 agents that each own one job, such as answering new client inquiries, chasing documents, sending deadline reminders and building reports. They share one memory in MIND, so nothing restarts from zero. Astra AI designs that team for your office, installs it on the AI you already use and runs it every month. A licensed person on your team approves tax positions and filings. **What does the AI cost to run?** The $2,500 a month is our management fee for designing and running your team. What the AI itself costs to run is billed separately, at what the provider charges. We show you the figure before you start. **Do I have to switch software?** No. Your team works in what you already use. We confirm access to each tool when we scope your team. **Is this allowed under IRS rules?** A licensed person reviews all AI-created work before it goes to a client or the IRS, as the IRS Office of Professional Responsibility says it should. Agents prepare and draft. They do not sign or file. Your counsel makes the final call on your rules. **What about client privacy and security?** Each agent gets its own account and only the access its job needs. The firm keeps a written security plan, and we help you keep it current. We do not promise that any system is unbreakable. **Will it send marketing texts to my clients?** Only where you have the right consent on file. Opt-outs stop every agent. **Which AI agent do you use?** We work with any AI agent you already use, including Grok Bot, Muse, Dots, Hermes, OpenClaw and Claude. We pick the right setup for your firm. **Does it replace my staff?** No. It takes the chasing, the follow-up and the reports so your people spend their time on review and clients. **Is there a free trial, a guarantee or a refund?** No. We scope your team on a call first so you know what you are buying. You can cancel any time. ## Facts - Provider: Astra AI (https://www.m-i-n-d.ai) - Price: $2,500/month management fee, AI running costs billed separately at cost, cancel any time - Page: https://www.m-i-n-d.ai/ai-team/accountants