OpenIntel

Accounting firms

CPA and bookkeeping practices with seasonal spikes in demand.

Overview01

Accounting firms carry most of the year's work in a few busy months. We take the repetitive follow-up and searching off your team so tax season is about the work, not the inbox.

Every engagement starts with a fixed-price audit of how your firm handles inquiries and daily work today. You get a ranked plan, and we build only what pays for itself.

Problems and fixes02

Accounting firms

CPA and bookkeeping practices with seasonal spikes in demand.

Where it breaks

  • Tax season inquiries pile up faster than staff can answer.
  • Hours lost chasing clients for missing documents.
  • The same questions answered by email again and again.
  • Client information scattered across folders and inboxes.

What we fix

  • Automated document request reminders that follow up until files arrive.
  • Intake and scheduling that sorts new clients by service.
  • Search across firm files so answers take seconds, not hours.
  • Reporting that builds itself each month.
Services that fit04
01

AI and Workflow Audit

A one to two week review of your website, intake, and daily workflows, with a written roadmap of ranked fixes. The fee is credited toward any build started within 30 days.

From $1,500Learn more→
02

AI Intake and Lead Follow-Up

Missed-call text back, website chat, automated follow-up, online scheduling, and a direct connection to your CRM or case management system.

Learn more→
03

Internal AI Tooling

Tools that draft routine documents, search across your firm's files, and build reports automatically. Set up for how your firm already works.

Learn more→
04

Advisory Retainer

A monthly strategy call, honest guidance on vendors and software, and a technology roadmap that stays current as your firm grows.

Learn more→
Example engagements04
Case study

Tax season document collection for a CPA firm

A small CPA firm spends tax season chasing clients for missing documents. The fix is automatic reminders that follow up until files arrive, plus intake and file search.

Read the example→
Case study

Month-end close for a bookkeeping firm

A bookkeeping firm closes the month late because client answers and receipts trickle in. The fix is automatic requests for missing items, clearer work assignment, and reports that build themselves.

Read the example→
Case study

Extension season for a CPA firm

A CPA firm files hundreds of extensions in April and then loses track of them until October. The fix is one tracked list, reminders that start in summer, and a plan for disaster postponements.

Read the example→
Case study

Safe AI adoption for a tax practice

A tax practice wants AI help with letters and research but is unsure what client data it can use. The fix is a clear policy, consent where it is needed, an updated security plan, and vetted tools.

Read the example→
Guides04
Guide

How CPA firms can stop chasing clients for documents

Collecting documents is the biggest workflow problem accounting firms report. A per-client checklist with automatic reminders takes most of the chasing off your staff.

Guide

Extension season workflow for CPA firms

Extensions buy time to file, not to pay, and they often turn into a second tax season. A simple workflow keeps extended returns moving from April to October.

Guide

Using AI tools in a tax practice without risking client data

AI can draft letters and summarize notices quickly, but tax return information has special rules. Here is what to check before your staff paste client data into any tool.

Guide

Written information security plans for small CPA firms

Tax and accounting firms are required by federal law to keep a written information security plan. Here is what it covers and how to keep it current as your tools change.

Start with an audit.

Book an Audit