AI agents that give accountants back 30 hours a week during tax season
Three prebuilt agents purpose-fit for solo CPAs, small tax firms, and bookkeepers. Run client billing on autopilot. Extract, categorise, and file every receipt in seconds. Surface every deduction hiding in a shoebox of transactions.
Three agents that reclaim your tax season
You keep the advisory, the strategy, the audit representation — the parts of your work that pay for a career. The agents handle the data entry, the receipt chasing, the reconciliations, and the deduction hunts.
Recurring monthly retainers, project bills, and disbursement recovery — drafted, sent, chased, and reconciled. Turns 6 hours of Friday billing into 20 minutes of review.
Clients forward or drop receipts — vendor, tax, category, and deductible % are extracted in seconds. No more shoeboxes on April 10th. Pairs with QuickBooks, Xero, and any GL export.
Cross-references every transaction against IRS Publication 535 + state-specific rules, flags missed deductions, and prepares an audit-proof source-doc trail for every entry.
At $125/hour, this bundle pays for itself in the first week
Enter your firm’s effective billable rate. The math is transparent — hours reclaimed × rate × 4.33 weeks a month.
Bundle itMore returns per week. More deductions per return.
A solo CPA billing 45 tax returns in a season typically spends 4–6 hours per return on receipt review, categorisation, and deduction cross-checking. Cutting that in half is 90–135 hours reclaimed per season — room for 15–25 additional client returns without burning out.
TaxOptimizer surfaces roughly 2–5% more legitimate deductions than manual review on typical Schedule C returns — client savings your firm now delivers by default. Higher client retention, more referrals, defensible value proposition against DIY tax software.
When this bundle wins — and when it doesn’t
- You are a solo CPA or small tax firm and spend nights during tax season on data entry
- You chase clients for receipts every March and lose weekends reconciling shoeboxes
- Your standard workflow is QuickBooks/Xero → spreadsheet → tax software
- You are billing $75+ an hour of your own or your staff’s time
- You already run a full ERP suite (NetSuite, Sage Intacct) with automation built in
- You are a big-4 or top-50 firm with proprietary internal tooling you must standardise on
- Your practice is entirely audit or advisory — no bookkeeping or tax prep work
Accountant FAQ
For most solo CPAs, bookkeepers, and small tax firms, the fastest-value bundle is InvoiceDragon (client billing), ExpensePhantom (receipt intake and categorisation), and TaxOptimizer (deduction discovery and audit-proofing). Together they typically reclaim 30 hours a week during tax season and 12–15 hours a week off-season.
ExpensePhantom syncs cleanly with QuickBooks Online, Xero, Wave, and any general-ledger CSV export. InvoiceDragon writes invoices to QuickBooks, Stripe, or your billing platform. TaxOptimizer produces IRS-ready categorised schedules that import into Drake, Lacerte, ProConnect, and UltraTax as CSV/JSON.
Every categorisation is a suggestion with a confidence score, never an auto-file action. Human review is preserved for every schedule. In production use, first-pass accuracy on standard vendors runs 95%+; edge cases surface as review prompts rather than silent guesses — the same discipline any responsible firm applies to junior-staff work.
The three-agent bundle runs about $81/month on the standard tier and reclaims ~30 hours a week during tax season. Break-even for most firms is inside week one at any billable rate above $75/hour.
Yes. Every agent is live-runnable free before subscription — forward a real receipt to ExpensePhantom, drop a client transaction ledger into TaxOptimizer, or have InvoiceDragon draft a real recurring invoice, before paying anything.
Take back your tax season
Try any of the three live — free, no card — before you subscribe.