Stop Chasing Clients for Documents. Let AI Do It.
We build custom AI agents for accounting firms that handle client intake, document requests, tax season FAQs, and follow-ups automatically — so your team can focus on actual accounting.
Three things that eat accounting firms alive
Tax season means 50 clients asking the same questions at once.
Every February, your inbox floods with "Did you get my T4?" and "What do I owe this year?" Your AI agent answers every one of them — instantly, consistently, accurately.
Chasing clients for documents eats weeks of billable time.
You send a request. They ignore it. You send it again. Meanwhile, their file sits incomplete. Your AI agent follows up automatically — every 3 days, until the documents arrive.
New client intake is manual and inconsistent.
Every new engagement requires the same information — and collecting it takes back-and-forth emails. Your AI agent handles intake from start to finish: forms, reminders, data entry.
What your AI agent does for your firm
- Answers common client questions — tax deadlines, document requirements, what's needed and when
- Chases outstanding documents automatically with polite, timed follow-ups
- Onboards new clients — sends intake forms, collects signatures, logs everything
- Books client appointments directly into your calendar
- Sends deadline reminders to clients before filing dates
- Handles after-hours inquiries so nothing waits until Monday
Hiring a client coordinator vs. your Aveo AI Agent
How it works
Discovery Call
We learn your client workflow — how new clients come in, what documents you collect, what questions you answer every year, and where your team spends the most time.
We Build & Train It
We build an agent trained on your firm's specific services, requirements, and tone. Connected to your calendar, your CRM, and your email.
Launch + Ongoing Maintenance
Live before tax season. We update it as tax laws change, as your services evolve, and as you identify new time drains to automate.
Questions accounting firms ask us
What would you do with tax season if the document chasing was handled?
Book a free call. We'll show you exactly what an AI agent would handle for your firm — and what your team would get back.
Book My Free Call →