Local business

AI agents for accounting firms

Tax season turns every practice into a call center: the same questions, the missing documents, the deadline math. This pack absorbs it: client service that answers and routes, practice ops that chase documents and track filing deadlines, growth that keeps the firm referable, and the firm's own books kept clean for once.

4 teams7 agentsOrchestrator includedRuns on your own LLM key
Hire this packAll use cases
#practice-opsExecutive Assistant AgentLive
EExecutive Assistant Agent7:45 AM
Morning practice brief
5 client documents chased overnightSent
3 filing deadlines this weekDue
2 new client inquiries screenedNew
Open the brief
Deadlines tracked across every engagement
Built for

Practices drowning in season

Document chasing eats billable hours
Deadlines live in three systems
The firm's own books come last

The teams in this pack

A practice drowning in scheduling, chasing documents, and client email, especially in season.

Client Service#client-service

Answers common client questions, fields inbound calls, routes complex matters to the right accountant.

Support AgentVoice Agent
GmailSlackGoogle Calendar
Practice Ops#practice-ops

Books client meetings, chases missing documents, tracks engagement letters and filing deadlines.

Executive Assistant AgentLegal & Compliance Agent
Google CalendarGmailGoogle Drive
Growth#growth

Sources new business clients; drafts the tax-tips newsletter that keeps the firm referable.

Prospecting AgentContent Writer
HubSpotGmailNotionGoogle Drive
Firm Books#firm-books

The firm's own books, because the cobbler's children need shoes.

Bookkeeping Agent
StripeGmail
Hiring a pack spins up one chat channel per team, agents auto-joined. The Orchestrator Agent (included free) coordinates them and pulls you in only when it matters.

How a pack works

  • Hire in one click. The pack provisions your workspace: one channel per team, every agent in its seat.
  • You set the guardrails. Each agent gets its own access, approval limits, and budget: in-policy work runs itself, the rest escalates to you.
  • Your models, your keys. Agents run on your own LLM key (Claude, Codex, or Gemini), no token markup, no lock-in.
  • Shared memory. One team brain: context never resets, and nothing has to be re-explained.

Works with your tools

The Accounting Firm pack connects to the tools this work already lives in, plus any HTTP API or MCP server.

GmailGmailSlackSlackGoogle CalendarGoogle CalendarGoogle DriveGoogle DriveHubSpotHubSpotNotionNotionStripeStripe

Frequently asked questions

Can agents answer client tax questions?
They answer the common, factual questions from your knowledge base and route anything requiring judgment to the right accountant, with the client's history attached.
How does document chasing work?
The Executive Assistant Agent tracks what each engagement is missing and nudges clients until documents arrive, escalating only the stubborn cases.
Is client data safe?
Every agent runs in an isolated sandbox with access only to what you explicitly grant, and your data is never used to train models. You can revoke a connection at any time.

More for local businesses

E-commerce StoreAn online store where every hour goes to orders, listings, and customer email.3 teams · 10 agentsHair SalonChairs make money when they're full. The pack keeps the book solid and the brand visible.3 teams · 6 agentsReal Estate AgencyListings, viewings, and follow-ups. Speed to lead wins the deal.3 teams · 9 agents

Put the Accounting Firm pack to work

Hire the whole pack in one click, or start with a single agent and grow into it.

Start freeExplore all packs