CPA & Tax Practice Assistant
Client document collection, organizers and deadlines for a tax practice
The CPA & Tax Practice Assistant helps a tax or accounting practice through busy season: sending organizers, collecting and indexing client documents, chasing what's missing, booking meetings and tracking extensions and deadlines.
The licensed professional gives all advice, prepares and signs returns, and makes every judgement. The assistant never answers tax questions and never tells a client what they owe or can deduct.
Supports a licensed professional only — never gives the advice itself.
Serves a licensed CPA, enrolled agent or CTEC-registered preparer only (Cal. B&P §5050; Circular 230; B&P §22250). It never gives tax or accounting advice, prepares returns for signature or signs anything.
Reports to the licensed professional it serves, not to a seat on this org chart.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: sends organizers to returning clients. Midday: indexes uploaded documents and lists what's missing. Afternoon: chases missing 1099s. Daily: deadline and extension tracker for the practice.
- ·Send organizers and engagement letters
- ·Collect and index client documents
- ·Chase missing documents
- ·Book client meetings
- ·Track deadlines and extensions
- ●Client files complete before preparer review
- ●Missing-document chase turnaround
- ●Deadlines tracked
- · CPA firms
- · Enrolled agents
- · Bookkeeping practices