AI for Accounting & Tax Firms
Tax Season on Autopilot
Every tax season your team drowns in document collection emails, manual data entry, and deadline tracking spreadsheets. While you chase missing W-2s and 1099s, your competitors are closing engagements faster with fewer staff. The firms that automate now will own the next decade.
The Problem
Tax Season Chaos Is Costing You Clients
Document collection turns into weeks of follow-up emails. Data entry eats 15+ hours a week per preparer. Deadlines pile up across hundreds of clients, and one missed extension can mean penalties, complaints, and lost trust. Your team works 70-hour weeks during season and still feels behind. The bottleneck is not talent. It is process.
Document collection chaos during tax season
Chasing clients for W-2s, 1099s, and K-1s consumes hours every day. Documents arrive in different formats, at different times, and often incomplete.
Deadline pressure with hundreds of clients
Tracking filing deadlines, extension dates, and estimated payment due dates across your entire client base using spreadsheets is a recipe for missed deadlines.
Repetitive tax prep work across similar returns
Your preparers handle the same types of returns over and over, manually keying in data that could be extracted and mapped automatically.
Manual data entry from client documents
Keying numbers from PDFs and scanned documents into your tax software burns 15+ hours per preparer each week. Errors compound and require costly rework.
Automation 01
Client Document Collection
The AI sends personalized document request lists to each client based on their return type, tracks what has been received, follows up automatically on missing items, and organizes everything into your workflow. No more chasing. No more spreadsheets.
Full Collection
Average client document set collected in 2 days instead of 2 weeks, with automated reminders and status tracking.
Missing Docs
Every required document tracked per client. Automatic follow-ups until the file is complete. Nothing slips through.
Request Sent
Personalized, complete document request lists generated and sent automatically based on each client's return type and history.
Automation 02
Tax Prep Workflows
The AI extracts data from client documents, maps it to the correct fields in your tax software, and pre-populates returns. Your preparers review and verify instead of typing. Quality goes up. Speed doubles. Burnout drops.
Document Data Extraction
W-2s, 1099s, K-1s, and other source documents automatically read and structured. Numbers extracted with high accuracy and mapped to the correct tax forms.
Prior Year Comparison
Automatically flag significant changes from prior year returns. Catch missing income sources, unusual deduction changes, and potential audit triggers before filing.
Return Assembly
Pre-populated returns assembled from extracted data and prior year information. Your preparers start from a nearly complete return instead of a blank screen.
Review Checklist Generation
Custom review checklists generated for each return based on complexity, client type, and risk factors. Reviewers know exactly what to check.
Automation 03
Deadline & Calendar Management
The AI tracks every filing deadline, extension date, and estimated payment due date across your entire client base. It alerts your team in advance, escalates approaching deadlines, and ensures nothing gets missed. Zero penalties from oversight.
What the AI Tracks
- Federal and state filing deadlines by return type and entity
- Extension filing dates and extended due dates
- Quarterly estimated payment deadlines for each client
- Preparer workload and capacity against upcoming deadlines
- Client engagement status and document completion progress
What Your Team Gets
- Daily priority lists sorted by deadline urgency and complexity
- Escalation alerts for at-risk returns approaching deadlines
- Automated extension filing when returns cannot be completed in time
- Workload balancing recommendations across your team
- Season progress dashboards showing completion rates and bottlenecks
Automation 04
Client Communication
The AI drafts and sends client communications for document requests, status updates, filing confirmations, and estimated payment reminders. Every message is personalized, professional, and sent at the right time. Your team focuses on tax work, not email.
Document Request Sequences
Automated email sequences that request, remind, and follow up on missing documents. Clients know exactly what they need to send and when.
Status Updates
Clients receive automatic updates as their return progresses through your workflow. Fewer inbound calls asking where things stand.
Payment Reminders
Estimated tax payment reminders sent before each quarterly deadline. Clients stay on track and your firm avoids penalty-related complaints.
Automation 05
Data Entry Automation
The AI reads source documents, extracts financial data, and maps it directly into your tax preparation software. Bank statements, brokerage reports, rental income summaries: all processed without manual keying. Your preparers verify instead of type.
- OCR and intelligent extraction from scanned documents
- Automatic field mapping to your tax software
- Confidence scoring on extracted values for human review
Automation 06
Compliance Monitoring
The AI monitors regulatory changes, flags returns that may be affected, and ensures your firm stays current with evolving tax law. New IRS guidance is surfaced to your team before it impacts client returns.
- Real-time tracking of federal and state tax law changes
- Impact analysis on your current client base
- Automated quality review checks before filing
The Transformation
From Scattered to Streamlined
Before & After RunFrame
| Metric | Before | After RunFrame |
|---|---|---|
| Tax returns per season | 80 | 200+ |
| Client doc collection time | 2 weeks | 2 days |
| Data entry hours/week | 15 | 2 |
| Filing deadline misses | 5-10 | 0 |
See How AI Can Transform Your Practice
Free 30-minute assessment. We will review your current workflows, identify the highest-impact automations, and outline a deployment plan specific to your accounting or tax firm.