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AI Assistants for Accountants & CPAs
CPA firms juggle tax deadlines, audits, advisory work and a steady stream of client requests. Engagement letters, document requests and deadline reminders consume staff time that could go to billable work.
Everyday headaches in the accountants & cpas business
- Engagement letters. Letters go out and sit unsigned, delaying work.
- Portal uploads. Clients forget to upload documents to the portal.
- Deadline tracking. Estimated payments, extensions and filings across many entities need tracking.
- Client questions. The same questions about deadlines and documents arrive by email daily.
- Advisory follow-up. Planning meetings produce action items that clients forget.
- Thought leadership. Client newsletters and tax update posts never get written.
A week with your AI team
Monday the team reminds clients about unsigned engagement letters. Tuesday it drafts portal reminders. Wednesday it sends estimated payment reminders. Thursday it drafts replies to routine questions, and Friday a partner reviews the tax update newsletter draft.
What your AI team handles
- Tracks engagement letters and drafts signature reminders Documents & data
- Drafts portal upload reminders listing exactly what is missing Documents & data
- Keeps a deadline calendar and drafts reminders to clients and staff Operations
- Drafts replies to routine questions for staff review Inbox & communication
- Turns planning meeting notes into client action item emails Scheduling & admin
- Drafts tax update newsletters and posts for partner review Marketing & content
Anything that goes to your customers is drafted for your approval or sent under rules you agree to.
Where the time goes
Busy season concentrates a year of client communication into a few months. Engagement letters, organizers, portal reminders and extension notices all need to go out on time to every client. The AI team handles that steady flow of reminders and routine replies so your staff can focus on preparation and review.
What stays with you
Tax positions, audit judgments, advice and signatures stay with your licensed professionals. G&K builds, runs and fully manages the setup on our own system; it is never handed over. To be clear: the assistants do clerical work, not accounting or tax work. They don't advise clients, and sensitive information follows the rules your office already has in place.
Pricing starts at a published base and is customized on your free Blueprint call. See pricing & packages.
Accountants & CPAs: frequently asked questions
Can it prepare returns?
No. It handles communication, reminders and drafts. Preparation and review stay with your staff.
Does it work with my firm's portal?
It connects to your tools where they allow it. We confirm on the Blueprint call.
How is client data handled?
Inside your firm's systems under your policies. G&K does not claim any certification.
More ways we help
Related professions: Insurance agents · Independent insurance agencies · Financial advisors · Tax preparers · Bookkeepers · Credit unions & community banks · All industries
Related services: Documents & data · Operations · Inbox & communication · Scheduling & admin · Marketing & content · Social media & content · Everything we do
See what an AI team could take off your plate.
Book a 30-minute AI Team Blueprint call. We'll show you our own team working live and map out which assistants fit your business.
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