Stop Chasing Clients for Tax Details
Automate client interviews to gather missing income and deduction info—fast.
Every tax season, you waste hours emailing, following up, and clarifying client responses just to get the details you need. It’s tedious, repetitive, and delays your real work. Imagine never having to chase clients for missing info again.
The hidden cost
What this is really costing you
Interviewing clients for additional taxable income and deductible expenses is a constant bottleneck. You spend hours crafting follow-up questions, interpreting vague answers, and updating records. This manual back-and-forth eats into your productivity and increases the risk of errors.
Time wasted
1.9 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,755/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing this manually, you’ll continue losing time, risking incomplete returns, and facing client frustration from repeated follow-ups.
Return on investment
The math speaks for itself
Today — without agent
1.9 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,175/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Clarify Unreported Income
You ask your agent to review a client’s file and draft questions about potential missing income sources.
Verify Deductible Expenses
You ask your agent to generate a checklist of deductible expenses for a self-employed client.
Prepare for Client Meetings
You ask your agent to summarize what info is still needed before your next client call.
Streamline Follow-Up Emails
You ask your agent to draft a personalized follow-up email requesting specific missing documents.
How to hire your agent
Connect your tools
Link your accounting, tax preparation, and document management tools to centralize client info.
Tell your agent what you need
Example: 'Review the Smith file and draft questions about any missing income or deductions for 2023.'
Agent gets it done
The agent returns a ready-to-send list of targeted questions and a summary of missing details.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Draft Targeted Follow-up Questions
The agent crafts clear, specific questions to fill gaps in client-provided tax info.
Summarize Client Responses
The agent organizes and summarizes client answers, highlighting key income and deduction details.
Identify Missing Data
The agent reviews client files and flags missing or unclear information for follow-up.
Generate Interview Scripts
The agent creates custom interview templates for different client scenarios.
Document Updates
The agent logs new information directly into your workflow for easy reference.
AI Agent FAQ
Hire your AI agent
Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.
Free to join. No credit card required.