Industry · Accounting Firms

An accounting assistant that handles client requests without burning your CPAs.

CPA firms and bookkeepers: client intake, document collection, deadline reminders — and a clean wall against unlicensed advice.

Accounting Firms · AI agent• Online
Typing|
The industry problem

What's breaking in accounting firms right now.

Document chasing burns hours

CPAs nag clients for missing receipts; nobody enjoys it; busy season is worse.

Deadline overload

Different deadlines per client; mistakes are catastrophic; manual tracking breaks.

Unlicensed advice risk

Junior staff giving 'just a hunch' tax answers; license risk.

Advisory time crushed

CPAs lose advisory hours to admin; can't grow firm revenue.

How it works · 01

What the accounting assistant knows

  • Client roster: business type, filings due, fiscal calendar
  • Document requirements by filing type and jurisdiction
  • Service catalog: tax, audit, advisory, bookkeeping
  • Each CPA's specialty and capacity
  • Deadline calendar with grace periods
  • Hard wall: education yes, licensed advice no
How it works · 02

What it does for every customer

  • Collects documents with smart checklists by filing type
  • Reminds on deadlines with appropriate urgency
  • Onboards new clients with structured intake
  • Books advisory and review meetings
  • Answers operational questions (status, fees, ETA)
  • Escalates advice questions to a licensed CPA
A real example

Mid-size CPA firm · 22 staff · 1,400 clients

Client emails/day
320
Doc chase emails/wk
600
Tax season OT
Brutal
Advisory hours/CPA/yr
200
Before the AI agent
600/wk
Doc chase emails
Brutal
Tax season OT
200h/yr
Advisory hours
Risky
Junior advice drift
Friday · 23:40 Reply < 30s
I'm self-employed photographer in Israel. Need to file 2024. Never been client before. Cost? And how complicated is it?
Welcome — I can get you set up. Self-employed annual filing in Israel typically takes a CPA ~6 hours; our retainer for that profile is ₪2,400 (covers filing + Bituach Leumi reconciliation + 1 quarterly review). Quick intake to confirm fit: 1) Annual revenue ballpark? 2) Solo or any employees? 3) Currently registered as Osek Patur or Murshe? 4) Bookkeeper or self-tracking? 5) Any equipment / vehicle / home-office expenses? Take your time.
~₪380K revenue, solo, Osek Murshe, self-tracking spreadsheet, yes equipment + home office.
Perfect — standard profile, well within our wheelhouse. CPA match: Avia (specializes in self-employed creatives). Standard retainer ₪2,400. Document checklist sent (14 items: bank statements, expense receipts, equipment invoices, home-office calc, etc.). Once 80% uploaded, Avia books a 30-min kickoff to walk through tax-saving questions specific to your situation — I can't give tax advice but Avia absolutely can. Want me to start the engagement?
What your team sees
Client
✅ New · self-employed photographer
CPA match
Avia · creatives specialist
Retainer
₪2,400 standard
Checklist
14 docs sent
Compliance
No advice given · clean handoff
Pushed automatically to your CRM via webhook.
After 4 months
Doc collection time
−65%
Auto-checklists
Deadline misses
0
Auto-reminders
Advisory hours
+ 40%
Per CPA
Tax-season OT
−30%
Capacity returned
Industry-specific

Built for accounting firms.

01

Smart document checklists

Tailored by filing type, business profile, and jurisdiction.

02

Deadline intelligence

Tracks every client's calendar; escalates as urgency builds.

03

Advice hard wall

Educates only; advice questions go straight to a licensed CPA.

04

Secure intake

Documents encrypted, organized by year and filing; CPA-ready.

05

Advisory scheduling

Books quarterly check-ins and year-end planning automatically.

06

Advisory upsell

Spots client moments (new venture, big purchase) and offers advisory.

Who it fits

Made for every shape of accounting firms.

CPA firms

Tax & advisory

Bookkeeping firms

Monthly close + clients

Audit firms

Client documentation

Corporate finance

FP&A advisory

Outsourced controller

Fractional CFO

Cross-border tax

Olim, ex-pat specialists

Common questions

  • Yes — native connectors for the tools accounting firms use (CRM, scheduler, billing, catalog). Custom APIs via webhooks.

Ready when you are

Free CPAs for advisory. Let the assistant chase docs.

14 days · No credit card · Cancel any time

מוכנים כשתהיו מוכנים

תנו לאתר שלכם עובד שלא ישן לעולם.

קביעת דמו