For Accounting & CA founders
AI program manager for accounting and CA practices
Keep clients, engagements and recurring deadlines in one record, with reminders and follow-ups drafted for your approval.
Where it slips
In a accounting and CA business run by its owner, these are the gaps that cost money:
- Recurring client work runs from memory and a shared calendar.
- A client has not sent the documents you need.
- A new engagement letter or proposal is not signed.
A week with dpaperwork
An example week. The details change with your setup.
- Reads. Recurring engagements set up as Cycles in Delivery, proposals in the Pipeline, and Gmail threads with each client.
- Drafts. A reminder to the client who has not sent documents, and a follow-up for the unsigned engagement.
- You approve. Every client-facing draft waits for you. Nothing is emailed until you accept it.
What the setup call configures
- Import clients and create a Cycle template for each recurring engagement.
- Write a Playbook that drafts a document request ahead of each cycle.
- Connect Gmail and your calendar.
What it does not do
- It is not accounting or tax filing software and does not file returns.
- It does not replace your practice management or billing system.