Chasing documents all season
Partners and staff spend evenings emailing clients for 1099s, statements and signed organizers.
For CPA firms
More clients this tax season. Same team.
Custom AI automation for CPA firms — engagement letters, document chasing and client intake that run themselves, built on the tools you already use. You own every line.
- Microsoft 365
- SharePoint
- QuickBooks
- DocuSign
- Claude
Sound familiar?
Re-typing intake data
The same client details get keyed into email, folders, practice software and billing.
Letters stuck unsigned
Engagement letters sit in inboxes for days, and work can’t start until they’re back.
AI automation for CPA firms, onboarding first.
Every workflow is shaped around how your team already works — and a person approves anything that matters.
Client onboarding
- Engagement letters generated and sent for e-signature
- Organizer and document checklists that chase clients for you
- Client folders and portal access created on day one
- Kickoff, deadline and extension reminders
Leads & follow-up
- Website enquiries answered and routed in minutes
- Referral sources tracked automatically
- Proposal follow-ups drafted for partner approval
- Advisory upsell prompts from year-over-year changes
Operations
- Invoices and payment reminders in QuickBooks
- A weekly capacity and WIP report written by Claude
- Client-question inbox triage with drafted replies
- Recurring tasks set up each period, automatically
Built on your stack — or instead of it.
Way 01 · Keep your toolsWe add the custom layer to what you already run.Microsoft 365SharePointQuickBooksDocuSignClaude
Way 02 · Replace what’s overpricedPaying per seat for a practice-management suite you use 20% of? We can build the onboarding and chasing piece you actually need — and you own it.Either way, you own the code — and can change it with Claude, ChatGPT or any AI tool.
Map. Build. Run.
- 01Workflow audit1 week, fixed fee. We map how your team works today and find where the hours go.
- 02Build sprint2–4 weeks. We build 2–4 custom workflows on your stack, tested and documented.
- 03Run & improveMonthly, optional. We monitor, tune and add workflows. Cancel anytime — it stays yours.
Questions from CPA firms
How can CPA firms use AI?
Start where hours leak: client onboarding, document chasing and engagement letters. Then add AI agents for inbox triage, workpaper prep and client reporting — with a person reviewing anything that reaches a client.
What are the best AI tools for CPA firms?
Usually the tools you already pay for — Microsoft 365, your tax and practice software, and Claude or ChatGPT — connected by custom AI agents. We build that layer instead of selling you another subscription.
Does this work with our tax software?
We connect wherever your software allows it — APIs, exports or email workflows — and keep a person in the loop where it doesn’t. The audit confirms exactly what’s possible with your stack.
Where does client data live?
In your own Microsoft 365 or Google tenant and accounts, with least-privilege access and audit logs. Nothing is copied into a TribeHQ system.
How fast can we be ready for tax season?
A typical onboarding build takes 2–4 weeks. Start before the season and your team feels it from the first engagement letter.
Find out where your team’s hours go.
A 30-minute call. We’ll walk through your onboarding, leads and busywork, and tell you what’s worth automating — and what isn’t.