Tax season shouldn't run on chasing and re-typing.
Custom AI systems that chase the documents, answer the status calls, and onboard clients without triple entry — built inside your firm's accounts, live before January.
Where accounting firms bleed hours
The organizer chase
Every January the same ritual: send organizers, wait, remind, call, wait, remind again. Half your season is spent chasing documents instead of preparing returns — and the stragglers land in the two worst weeks.
Onboarding by re-typing
A new client means the same data keyed into the tax software, the portal, the engagement letter, and the billing system. Four entries, one typo away from a wrong return.
"Is my return done yet?"
From February to April the phones do not stop — and most calls are status checks your software could answer. Every interruption costs a preparer twenty minutes of focus at the worst possible time of year.
What Dave builds for accounting firms
Concrete systems, each tied to an outcome — not “AI transformation.”
Document-collection chaser
Automated, personalized organizer and document requests with polite persistent follow-up — email and text — that escalates until the file is complete, and tells you exactly who is still missing what.
The January chase runs itself.
AI receptionist for season overflow
Answers every call 24/7, handles the status-check and "what do I bring" questions, books appointments, and texts back missed callers — so preparers prepare.
Tax-season phones stop eating preparer hours.
Client onboarding automation
One intake collects everything once; engagement letters generate for signature and client data lands where it belongs without re-typing.
New clients set up in minutes, not afternoons.
Status & deadline comms
Proactive "we received your docs / your return is in review / ready for signature" updates, plus extension and estimated-payment reminders that go out on time, every time.
The status-call flood slows to a trickle.
The proof is answering questions on this page
The AI assistant in the corner of this site — the one that answers, qualifies, and books 24/7 — is the same technology Dave installs inside firms. 100+ systems shipped across 8 industries, results real and anonymized because client names stay private. The way your firm would want yours handled.
The questions partners actually ask
How is client data protected?
Every system is built inside accounts your firm owns and controls — your email domain, your portal, your storage, your API keys — with access scoped to the specific workflow. Client data is not used to train public AI models, and everything is documented and handed over. You know exactly where every piece of data lives, which is more than most firms can say about their current stack.
Does it work with our tax software?
These systems sit alongside whatever you run — Drake, Lacerte, UltraTax, ProConnect, QuickBooks. What integrates directly versus what hands off cleanly gets scoped on the discovery call; nothing assumes you change platforms.
We only really hurt during tax season.
Then build in the off-season and let it earn its keep year-round: document chasing works for extensions, monthly bookkeeping clients, and audit support requests too. Firms that wire this up in the fall walk into January with the chase already automated.
Nobody at our firm is technical.
You do not need to be. Systems are delivered working, your staff gets trained on them in plain English, and the AI Mastery Intensive ($997, one day) exists if someone on your team wants to genuinely own the tooling.
What does it cost?
The discovery call is free and the AI Strategy Session is $297 with a custom 90-day roadmap. Builds are scoped fixed-price after discovery — a document-chaser typically costs less than the staff hours it replaces in a single season. The honest number for your firm is what the discovery call is for.
How fast is a build?
Working prototypes in one to two weeks; production systems in three to eight weeks depending on integrations. Off-season is the ideal build window — live and tested before the January wave.
Build it in the off-season. Feel it in April.
Thirty minutes, no pitch. Walk me through how documents and status calls work at your firm today, and leave with a clear read on where AI pays for itself first.
Book a discovery call