AI for CPA and tax firms, built around busy season
A CPA firm runs on deadlines. AI agents can keep every client moving toward them: engaged, onboarded, documents in, questions answered, return signed, invoice paid.
$2,500 a month · AI running costs billed at cost · cancel any time
Busy season, covered
Proposals and engagement letters go out and get followed up. New clients are onboarded. Documents are chased. The Deadline and Extension Watch Agent flags anyone at risk. Returns go out for signature.
Off season, growing
The Renewal and Advisory Offer Agent and Reactivation Agent reach past clients with the services you choose to offer.
Run for you
$2,500 a month, AI billed at cost, cancel any time. Tax positions and filings stay with your licensed staff.
The agents that do this work
- Proposal and Engagement Letter AgentDrafts the scope, the fee from your own fee schedule, and the engagement letter.You approve: You read and release every proposal.
- Onboarding AgentSends the welcome, e-sign request, portal invite, organizer and a list of prior-year items to upload.You approve: You approve the onboarding checklist for each service.
- Deadline and Extension Watch AgentTracks filing and estimate dates for each client and drafts reminders.You approve: Staff confirms the extension list before any extension message goes out.
- Return Delivery and Signature AgentAfter the preparer signs off, sends the return for review, chases the e-file authorization form and sends the invoice link.You approve: Your preparer releases the return. The agent never e-files.
- Renewal and Advisory Offer AgentLists clients who may want bookkeeping, payroll or planning and drafts a short offer.You approve: You approve each offer and list. Written consent is checked before any use of return information.
See all 19 agents on the accounting firms team →
Questions
Can AI prepare tax returns?
This team does not file returns. It handles the work around them: engagement, documents, questions, deadlines and signatures.
How fast can it be running before busy season?
Timing is scoped on the first call based on your systems and which agents you start with.
What does it cost?
$2,500 a month plus AI running costs at cost. Cancel any time.
Get your AI team
Astra AI designs, installs and runs a done-for-you AI team for accounting firms, on the AI you already use. It starts with a 30-minute call to map your office.