AgentOps / Business services / Accounting and CPA firms
AgentOps for accounting and CPA firms
We drive down operating costs and make your team more efficient by handing the repeat work to AI agents, one area at a time, starting with a guaranteed pilot.
Busy season shouldn't burn out your best people. We hand the repeat work, like chasing client documents, setting up new clients and billing, to AI agent pods, one area at a time.
Use this if you run a CPA or accounting firm, your staff spend busy season chasing documents and doing admin, and you want to take on more clients without hiring at the same pace.
In one short call, we map every department, find your 3 biggest time drains, and show what fixing them is worth. Free, and yours to keep.
What you do with the time back
The agents take the repeat work. You decide what your team does next.
Win 1
Grow without hiring
Take on more clients with the same staff. The pods chase documents and handle the admin.
Win 2
Move good people up
Your preparers and managers spend more time reviewing, advising and building client trust.
Win 3
Reshape the team over time
As pods take the admin, you decide how to shape the team. On your own schedule.
By department
The repeat work we hand off
This is the work that eats the week in most accounting firms. Your Hand-Off Map finds your biggest drains.
Client intake
- Send engagement letters and collect signatures
- Set up new clients in your systems
- Request prior returns and documents
Tax prep support
- Chase missing client documents with reminders
- Sort and name uploaded files
- Enter source data for a preparer to review
- Update clients on return status
Bookkeeping and client accounting
- Code bank transactions for review
- Match statements to the books for review
- Prep month-end packets
Billing and collections
- Build invoices from time and set amounts
- Send payment reminders
- Post payments
Admin and scheduling
- Book client meetings
- Answer “where is my return?” emails
- Keep deadline calendars up to date
Reporting
- Build the staff workload report
- Build the work-in-progress report
Your people keep the judgment calls. Agents do the repeat steps and hand anything unusual to a person.
Example first pods
Each pod is built around one set of work it runs from start to finish. Your agent division grows pod by pod, beside your team.
to clients, growth and problems only people can solve
Example only. Your Hand-Off Map picks your real first pod.
Step 1
Start with the Pilot
One pod goes live in about 30 days. The before-and-after measure is agreed up front.
Step 2
One pod, one set of work
Each pod runs one set of work from start to finish, and logs every step.
Step 3
Add the next pod
When the first pod proves itself, we add the next one from your plan.
Step 4
Your division takes shape
Pod by pod, they add up to a second division that works beside your team.
Systems
Works with the tools you already use
Common systems we see in this field. No need to switch.
- CCH Axcess
- UltraTax CS
- Lacerte
- Drake
- Karbon
- Canopy
- TaxDome
- SmartVault
- QuickBooks Online
- Xero
- Microsoft 365
- Client portals and e-signature tools
We check first. Your free Hand-Off Map checks every system you use: can we connect, and can we automate? If the answer is no, we say so and pick a different first pod.
Enterprise value
What it means for your company's value
Buyers of accounting firms, including investor-backed groups, look at how much work each person can handle and how much depends on the partners.
Pods that take the busy-season admin raise what each person can handle. The firm leans less on a few people. Both show up in what a buyer will pay.
Every pod is tracked against a before-and-after measure, so the gain is written down, not guessed.
Start free
See what you can hand off first. Free.
Use this if you want to know which department to hand to AI agents first, what its bottleneck costs you each month and whether it's safe to start.
What you get
- 1Every department, scannedThe biggest bottleneck in each one, and the systems it runs on.
- 2Hours and dollarsWhat each bottleneck costs you each month, and what fixing it could add to EBITDA and company value. Shown as estimates.
- 3Your top 3 hand-offsRanked on a simple value-vs-ease chart, so your first pick is clear.
- 4A yes or no for every systemOur Tech Check covers tools like CCH Axcess, UltraTax CS, Lacerte, Drake and more. Can we connect? Can we automate?
- 5A security snapshotGreen, yellow or red: where your data lives, who can reach it and what stays with a person.
- 6A 30-day pilot planFor your first pick, with the before-and-after measure agreed up front. Ready to approve.
- 7A one-page board summaryForward it to your board, partners or investors as is.
- 83 quick winsThings your team can do this week, without us.
- 9The cost of waitingWhat each month of not fixing the bottleneck costs you.
How to get it
- Fill in a short formTell us about your departments, the work that eats their week and the systems you use.
- Have one short callWe walk through each department: where the hours go and what the work runs on. No logins needed.
- Get your mapYour Hand-Off Map comes to you after the call. It's yours to keep.
Free, and yours to keep. No obligation.
Want a full security review too? Ask about the Security Assessment add-on on your call.
Request your Hand-Off Map
Pick a time for your short call, then fill in the short form.
Questions
Will agents sign returns or give tax advice?
No. Your licensed staff review, sign and advise. Agents do the prep and admin steps.
Is client tax data safe?
Your Hand-Off Map includes a security snapshot. It shows where client data lives, who can reach it and what stays with a person.
Other industries
Same approach, built around different work. See how AgentOps works.
Industry
Business services
Accounting, staffing, insurance, legal, agencies, IT, engineering and logistics.
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