AI Employees for Accounting & CPA Firms.
Tax season turns your phone into a nightmare. Document collection drags on for weeks. Deadline reminders fall through the cracks and clients blame you.
$ xivg agent industry --daily-stats
Industry: accounting | Status: active
Agent: active | Role: Client Services Coordinator
Documents requested: 89 | Deadlines sent: 61
Client questions answered: 44
Appointments scheduled: 27
New client intakes completed: 8
Document pipeline moving. Deadlines tracked. CPAs billing hours, not chasing paper.
A Day in the Life
Here is what your AI employee does in a typical 24-hour period. Every single day. No days off.
Sends morning document collection reminders to clients with outstanding items for active engagements.
Handles inbound client calls. Answers status questions. Routes complex tax questions to the CPA team.
Sends upcoming deadline notifications to clients with extensions, estimated payments, or filing dates approaching.
Follows up on new client inquiries. Runs through the intake process and books onboarding appointments.
Processes appointment requests for tax review meetings. Sends calendar invites and preparation checklists.
Sends second-round document follow-ups to clients who have not yet responded to morning requests.
Answers questions about extension statuses, refund timelines, and estimated payment due dates.
Sends return completion notifications to clients. Provides delivery and signing instructions.
Processes requests for prior-year returns, account transcripts, and historical records.
Sends end-of-day status updates on pending document requests to the CPA team.
Tax season surge. After-hours inquiries captured. Nothing goes to voicemail.
Client calls panicking about a missed estimated payment. Gets immediate guidance and a next-step action plan.
What It Replaces
The math is not complicated. It is just uncomfortable.
Human Client Services Coordinator
Works 40 hrs/week. Can handle one task at a time. Goes home at 5. Your business problems do not.
What It Handles
Every task your AI employee manages, day in and day out. No task too small. No task forgotten.
Document Collection
Sends requests and follows up persistently until every document in the package is received.
Deadline Reminders
Sends clients advance notice of filing deadlines, extension dates, and payment due dates.
Appointment Scheduling
Books tax review meetings, onboarding calls, and planning sessions based on CPA availability.
Client Question Handling
Answers routine questions about status, timelines, and process so CPAs stay on billable work.
New Client Intake
Runs through the onboarding process for new clients and collects all required information.
Return Delivery Notifications
Notifies clients when returns are complete and provides signing and filing instructions.
Extension Tracking
Monitors extension deadlines and sends alerts well before the final filing date.
Prior Year Record Requests
Processes requests for historical records, prior returns, and account transcripts.
Estimated Payment Reminders
Sends quarterly estimated tax payment reminders to self-employed and business clients before each due date.
Who It Works For
Business types within this industry that get the most value from an AI employee.
CPA Firms
Tax season volume spikes that overwhelm client-facing staff and push CPAs onto phones instead of returns.
Bookkeeping Firms
Recurring monthly deliverables with consistent client communication and document handoff needs.
Tax Preparation Offices
High seasonal volume with tight deadlines and a large client base to manage simultaneously.
Enrolled Agent Practices
Complex IRS representation cases requiring careful client communication and document tracking.
Financial Advisory Firms
Ongoing client relationship management alongside tax and planning work.
Payroll Service Providers
Time-sensitive payroll data collection, client notifications, and deadline management.
Ready to survive tax season without burning out your staff?
Pick a plan and your AI accounting employee starts this week. Setup is handled entirely by our team.
Choose Your PlanPrefer to talk first? Schedule a free call