Survive tax season. Bill more hours.
An AI agent that captures new client intake, chases missing 1099s and W-2s, schedules consults, and answers FAQ — so your CPAs do CPA work and you stop losing March nights to admin.
Custom AI agent · Illustrative workflow
PreviewSample flow. No client data or outcome metrics.
Actual routing rules and success measures are set during scoping.
March is hell. Most of it isn't accounting work.
Document chasing, administrative FAQs, and scheduling create repeat work during tax season. The workflow handles approved administrative tasks and routes tax questions to staff.
The Document Chase Spiral
You email a client for a missing K-1. They do not reply. You follow up again and receive the wrong document. Repeated across the client list, document chasing consumes time that could go to review and advisory work.
The "Quick Question" Tax
Clients repeat administrative questions about deadlines, received documents, and next steps. The agent answers from approved firm guidance and routes tax-advice questions to staff.
The New-Client Funnel That Leaks
A prospect calls during tax season to ask whether you take new clients. They reach voicemail and keep looking. By the time your team calls back, they may have chosen another firm. Use your own call data to evaluate the gap.
From scoping call to a tested launch plan.
A focused build follows a defined scope, approval, testing, and launch sequence.
30-min Scoping Call
We map your client intake, deadline load, document chase, and pricing. Define exactly what your agent says.
We Build & You Approve
Custom code, your phone number, your pricing. You walk through every response before it goes live.
Test, Launch & Monitor
Launch against the approved workflow. Review activity, exceptions, and staff handoffs before expanding the scope.
What your firm agent handles
Strict scope: admin only. Never gives tax advice. Routes everything substantive to your CPAs.
- New-client intake & engagement letter routing
- Auto document chase (1099s, W-2s, K-1s, receipts)
- Secure portal upload links sent automatically
- Books client tax-season consults
- FAQ answers from your past guidance only
- Plugs into Drake, Lacerte, ProConnect, Karbon, etc.
Measured outcomes come after launch.
This page describes a workflow, not a client result. Southern AI Systems publishes named outcomes after the client approves them and the underlying data supports the claim.
Accounting & CPA AI agent FAQ
What does the accounting and CPA AI agent do?
It answers new-client inquiries, screens for the services you offer, and books consultations 24/7 — especially useful for capturing tax-season overflow without adding front-desk staff.
Can it screen clients before booking?
Yes. It asks your intake questions (entity type, services needed, timeline) and books only the consultations that fit your practice.
How fast is it live and who owns it?
The timeline depends on integrations, data access, approval, and workflow risk. We confirm the build plan before work starts. Delivery terms, credentials, language support, and maintenance are defined in the scope.
Still have a question? Book a 30-min call and we\'ll answer it.
Bill more. Chase less. Sleep in March.
30-min call. We map your tax-season workflow. If a focused five-day launch fits the scope, we confirm it before work starts. If not, you leave with a clear plan.
No commitment · No prep needed · Built in Jackson, MS
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