AI Solutions for Accounting Firms
Automate client onboarding, document collection, deadline reminders, and workflow management — so your CPAs focus on accounting, not administration.
Accounting firms spend enormous time chasing documents, sending deadline reminders, and onboarding new clients. GetServices.ai automates these high-volume, low-complexity tasks so your team can focus on delivering the advisory work that clients actually pay for.
AI Solutions We Provide
AI Client Onboarding Agent
Guides new clients through the onboarding process, collects engagement letters, gathers prior-year returns, and sets up client records in your practice management system.
- Onboarding workflow
- Engagement letter collection
- Prior-year return requests
- Practice management sync
- Progress tracking
AI Document Collection Agent
Sends automated document requests for tax season, tracks what's been received, sends follow-up reminders, and organizes submissions by client and year.
- Document request automation
- Receipt tracking
- Follow-up reminders
- Secure file handling
- Client portal integration
AI Deadline Reminder System
Sends automated reminders to clients for tax deadlines, extension filings, estimated payments, and year-end planning — reducing last-minute rushes.
- Tax deadline reminders
- Extension notifications
- Estimated payment alerts
- Year-end planning prompts
- Multi-channel delivery
AI Client Communication Agent
Handles routine client inquiries about return status, payment options, and document requirements — freeing your staff from repetitive phone and email responses.
- Return status updates
- Payment option Q&A
- Document requirement info
- Staff escalation
- Audit trail
AI Workflow Automation
Creates tasks automatically when documents are received, assigns work to staff, tracks completion, and sends alerts when engagements fall behind schedule.
- Auto task creation
- Staff assignment
- Completion tracking
- Behind-schedule alerts
- Workflow analytics
AI Advisory Upsell Agent
Identifies clients who may benefit from additional services like bookkeeping, payroll, or CFO advisory — and sends personalized outreach at the right time.
- Service gap identification
- Personalized outreach
- Upsell campaigns
- Agent handoff
- Revenue tracking
Built for Every Accounting Practice
Spend less time chasing documents and more time advising clients
Book a free discovery call and we'll design an AI workflow for your accounting firm.