AI agents for cpa & bookkeeping firms
Source-doc chase across Karbon, Canopy, and TaxDome. 1099 plus W-9 vendor management at year-end. The chase nobody had time for now runs itself.
Systems of record this works alongside
Starter workflows
Source-doc chase
Per client per service line, surface the missing documents, email and call the client to get them, write back to Karbon, Canopy, or TaxDome on receipt, and move the engagement forward.
1099 plus W-9 year-end roll-up
Across the entire bookkeeping book, identify every vendor who hit the 1099 threshold, chase the W-9 from any vendor missing one, draft the 1099s, and route for the partner's review.
Engagement letter auto-renewal
Engagement letters expire annually. The agent drafts the renewal, routes to the partner for approval, sends to the client through DocuSign, and tracks signature status.
Quarterly tax deadline calendar
Per client per state, surface the upcoming sales tax, payroll tax, and estimated tax deadlines. Draft the filing where the agent has the data. Escalate to the bookkeeper where the agent does not.
Why the source-doc chase eats the firm
Every bookkeeping engagement is gated on the client returning their bank statements, credit card statements, and receipts on time. They mostly do not. The bookkeeper spends roughly twenty percent of their week chasing source documents, which is twenty percent of the firm's revenue spent on a non-billable activity. The agent runs the chase. Email goes out at the right cadence. Voice calls fire when email goes unanswered. The bookkeeper steps in only when the client has a specific question, not when the client is just behind.
The year-end 1099 cliff
January is a fire drill. Every firm spends two weeks trying to assemble W-9s for vendors who never sent one and 1099s for vendors who hit the threshold. The agent runs the year-end roll-up across the bookkeeping book all four quarters, so by January the W-9 gaps are already chased and the 1099 list is already drafted. The partner approves rather than reconstructing.
Frequently asked
Does this work with Karbon, Canopy, and TaxDome simultaneously?
Yes. The firm can run different practice management systems for different service lines or different teams. The agent reads from each on the standard adapter.
Can the agent talk to the client's bank to fetch a missing statement?
Through Plaid for connected accounts, yes. For accounts not on Plaid, the agent emails the client to upload through the portal.
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