Documents in without the email chain
Personalized request lists, reminders, and secure uploads run per client until the file is complete.
Accounting firm automation for busy season and beyond
Busy season runs on chasing documents. AA19 collects the paperwork, tracks the deadlines, and surfaces advisory opportunities hiding in the client base.
01Outcomes
What changes in the business.
Deadlines nobody misses
Filing dates, extensions, and estimated payments track per entity with escalation ahead of the date.
Advisory revenue surfaced
Historical returns and client data flag entity structure, retirement, and tax planning conversations worth having.
Engagements that renew cleanly
Engagement letters, pricing updates, and signatures cycle on schedule before work begins.
02Examples We Can Build
Pieces that ship in a build like this.
- 01Client document request and collection
- 02Deadline and extension tracking
- 03Engagement letter workflows
- 04Advisory opportunity flagging
- 05Onboarding sequences for new clients
- 06Quarterly estimate reminders
- 07Bookkeeping status dashboards
- 08Referral partner nurture
03Related
Systems for this trade
- Business Process AutomationLess time in the office
- Customer PortalsFewer inbound status calls
- Automated Follow-UpJobs closed from old quotes
- Customer RetentionRenewals that happen on time
- Team KnowledgeNew hires productive faster
- Reporting & DashboardsOne page instead of five logins
- Lead GenerationPipeline that does not depend on referrals
[ 04 / The System Underneath ]
A system that learns the operation.
Automation with no memory repeats the same mistake at scale. AA19 preserves the correction, verifies output against the standard, and keeps a record of anything executed without a person. Governance stays with the owner: spend caps, approval thresholds, and escalation rules.
05FAQ
Questions owners ask about this.
Is client data protected?
Access is scoped by role, sensitive actions require approval, and a decision history logs anything executed automatically.
Can it chase documents?
Requests escalate on a schedule with the specific missing items listed, not a generic reminder.
Does it work with our tax software?
Integration with common tax and workflow platforms keeps status in the system of record.
Can it help grow advisory work?
Client history and filing data surface planning conversations ranked by potential value.