Accounting & CPA Industry
AI automation for accounting firms — collect documents faster, miss no deadlines, chase fewer invoices.
Talos builds workflow automation for CPA firms and accounting practices. Automate client document collection, deadline reminders, and billing follow-up so your team focuses on the work that requires expertise — not chasing clients.
Who we work with in accounting
We serve CPA firms and accounting practices where administrative overhead steals time from billable client work.
Small to mid-size CPA firms
Firms with 2–50 staff spending too much time chasing documents and sending deadline reminders manually.
Tax practices
Tax preparers and enrolled agents managing hundreds of clients through the compressed January–April filing season.
Bookkeeping practices
Bookkeeping firms that need consistent monthly document collection from clients without manual follow-up.
CFO advisory firms
Outsourced CFO and advisory practices managing recurring deliverables across a growing client roster.
What we automate for accounting firms
Client document collection
Automated reminders via email, SMS, and voice to collect tax docs, bank statements, and receipts — with escalation if clients don't respond.
Client onboarding
Digital intake forms, engagement letters, and payment collection automated from initial inquiry to signed engagement.
Deadline reminder sequences
Automated multi-channel reminders to clients ahead of quarterly estimates, filing deadlines, and extension dates.
Invoice & billing follow-up
Automated AR follow-up that contacts past-due clients by email, SMS, or call without staff involvement.
Tax organizer distribution
Automated distribution of tax organizers with personalized client links and collection tracking.
Client communication workflows
Automated status updates to clients when their return is in review, filed, or when IRS notices arrive.
What changes when accounting firms automate
Without AI automation
- Staff spends hours each week chasing clients for documents — peak season becomes chaos
- Billing follow-up is inconsistent — revenue sits as uncollected AR for weeks
- Onboarding new clients is slow with manual engagement letters and intake forms
- Deadline reminders fall through when staff is busy — errors and penalties follow
With Talos automation
- Document requests go out automatically and escalate until received — staff focuses on review
- AR follow-up runs on autopilot — invoices get paid 40% faster
- New clients onboard digitally in under 24 hours with no back-and-forth
- Every client is reminded at the right time, every time — deadlines are never missed
How we work with accounting firms
Discovery
Map your client lifecycle — from onboarding through year-end — and identify the highest-friction workflows.
Integration
Connect to QuickBooks, Canopy, TaxDome, Karbon, or your practice management software — no data migration required.
Build
Custom workflows, communication templates, and escalation logic built for your firm's style and client base.
Optimize
Quarterly review of document collection rates, AR aging, and client satisfaction to continuously improve.
What you can expect
40%
Faster AR collection
Automated billing follow-up that actually runs.
70%
Less document chasing
Automated requests with escalation logic.
24 hrs
Client onboarding
From inquiry to signed engagement.
0
Missed deadlines
Every client reminded, every time.
Frequently asked questions
Stop chasing clients for documents and payments.
Free 30-minute consult. We'll map your document collection and billing workflow and show you what automation would look like for your firm.
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