It's 7:15 AM. The missing documents are already requested.
You have 63 returns in progress. 19 are blocked — missing W-2s, K-1s, or brokerage statements your clients promised last week. Your TabTab agent ran a completeness check at midnight, identified every gap by return, drafted personalized follow-up emails referencing the specific missing document and the filing deadline, and sent them at 7:15 AM from your firm's address. By noon, 11 clients have uploaded their documents. Your staff didn't write a single chase email.
The problems we eliminate.
Chasing clients for documents — the same 15 emails per client per quarter
Agent sends automated document requests with specific item checklists, tracks what's received vs. outstanding, and escalates with increasing urgency
Manual data entry from receipts — staff hours burned on commodity work
AI extracts line items from receipts, invoices, and bank statements. Maps to your chart of accounts. Flags items needing human classification.
Reconciliation takes forever — matching transactions one by one
Agent pre-matches bank transactions to GL entries using amount, date, and description fuzzy matching. Only unmatched items need human review.
Tax season overwhelms the team — 14-hour days for 3 months
Agent manages client checklists by return type, tracks filing and extension deadlines, sends status updates, and alerts on missing critical documents
Advisory conversations squeezed out by compliance work
With commodity tasks automated, your team has capacity for the advisory work clients actually value — and will pay premium rates for.
Staff turnover during busy season
AI handles the repetitive work that drives burnout. Your team focuses on judgment calls, client relationships, and professional development.
From intake to outcome.
Engagement begins
Client onboarded with document checklist by service type. Secure upload portal provisioned. AI sends initial document request with clear instructions.
Documents processed
Receipts, invoices, and statements extracted and categorized. Data mapped to chart of accounts. Anomalies and unclassifiable items flagged for staff review.
Reconciliation
Bank transactions pre-matched to GL entries. Discrepancies highlighted with suggested resolutions. Staff reviews exceptions only — not every line.
Delivery & advisory
Financial statements prepared. Tax returns drafted from processed data. Time saved redirected to advisory conversations and client strategy.
17+ agents for Accounting.
Every node below is an agent that runs on your TabTab hardware. Click a department or agent for details.
Collects new client docs, sets up folders, sends welcome packets.
Generates engagement letters from intake data with scope and fees.
Flags clients who could benefit from advisory, payroll, or bookkeeping.
Every agent above is buildable with a TabTab installation. Your 3-hour Bench onboarding gets you the first 6 agents. The community ships the rest.
Industry-specific intelligence.
Smart document classification
AI recognizes document types on upload: W-2, 1099, bank statement, receipt, invoice. Routes each to the correct workflow without staff sorting.
Chart of accounts mapping
Learns your firm's chart of accounts per client. Auto-categorizes 85%+ of transactions. Improves accuracy over time as staff corrects edge cases.
Deadline cascade tracking
Tracks all federal, state, and local filing deadlines per client. Extension deadlines auto-populated. Staff alerted at configurable intervals.
Client communication log
Every document request, reminder, and client response logged with timestamps. Full audit trail for engagement documentation and quality review.
Ready to automate accounting?
17+ agents across 5 departments — configured, tested, and trained for your specific operation. One price. Full ownership. No monthly platform fees.