Intake and engagement letters
Turn a new inquiry into a drafted letter and a client record.
AI automation for CPA and bookkeeping firms
Get ahead of firms still doing it by hand. We connect the tools you already pay for.
Based in Springfield, Virginia. Working with firms across Northern Virginia and DC, in person or remote.
What we could build for you
Pick a task to see it automated.
A prospective client asks about tax help. Today, someone sets everything up by hand.
A new client reaches out
From: Marcus T.
AI reads it and drafts the engagement letter
- Type
- New client
- Service
- Business tax return
- Letter
- Draft ready
You approve it
Nothing goes out until you review it.
Your tools update
- Letter sent for signature
- Client added to your practice tool
- Follow-up set for Friday
A client uploads their tax documents. Today, someone checks them against a list by hand.
A client uploads documents
From: Elena V.
AI pulls the details into your checklist
- Received
- W-2, two 1099s
- Missing
- K-1
- Reminder
- Draft ready
You approve it
Missing items get flagged.
Your tools update
- Reminder sent to the client
- Checklist updated
- Files saved to the client's folder
A client asks where their return stands. Today, someone looks it up and writes back by hand.
A client emails your office
From: Sam K.
AI checks your practice tool and drafts a reply
- Topic
- Return status
- Status
- In partner review
- Reply
- Draft ready
You approve it
Your team reviews it first.
Your tools update
- Reply sent
- Note added to the client's record
Good places to start
Document collection and reminders
Track what's in, flag what's missing, and draft the reminder.
Client status questions
Draft replies from what your practice tool already shows.
Recurring bookkeeping reports
Pull the numbers together so your team reviews instead of rebuilds.
Handoffs between your tools
Move work between your practice tool, client portal, and email.
How we handle client data
Your firm makes the final call on its compliance requirements.
Read our data-handling practices- A person approves anything sent to clients.
- We use your accounts and existing tools where practical.
- Access is limited to what the work needs and documented at handoff.
- We can work alongside your written information security plan (WISP) under the FTC Safeguards Rule.
- We review the data terms of any AI tool with you before it's used.
Pricing
Start with a fixed-price review, then a custom quote.
Automation review: $500
We map one workflow and give you a written plan and quote. Credited toward your build.
Implementation
Projects typically start at $1,000, including testing and handoff.
Recurring costs
Hosting and tools, listed separately.
Ongoing support
Optional, and scoped separately.
Questions
Do we have to switch practice software?
No. We connect the tools you already use.
Is this a good time before tax season?
Yes, if you start with one small workflow in November or December, and leave anything bigger until after the April deadline.
Who reviews what the AI drafts?
Your team does, before anything goes to a client.
Will client data go into an AI tool?
Only where a step needs it, and only after we've reviewed that tool's data terms with you.
Book a free consultation
Tell Zoraz what's slowing your team down.
