AI email automation for CPA and tax advisory firms
Every client question answered same-day — with you still in control.
Here's the exact loop we'd set up for your firm. Walk through it below — it takes 30 seconds.
A fictional example modeled on a typical solo CPA or enrolled agent practice. The business, client, and email below are illustrative — nothing here was sent to anyone.
Subject: Can I deduct the home office now that I'm full-time remote?
Hi, I left my W-2 job in March and I'm now fully self-employed. My wife and I have a dedicated room we only use as my office. Someone told me I can now deduct the square footage. Is that right? Also — should I be making estimated tax payments? I've been avoiding it but I know there are penalties. Thanks, Robert
This lands mid-afternoon on a Tuesday — outside tax season, when your inbox is thin. A fast reply keeps Robert from asking TurboTax instead of you.
2 Your AI assistant drafts a reply AI · ~8 seconds
Draft reply to Robert K.
Hi Robert — two questions with real money in the play, which is exactly when you want to ask.
Short answer on the home office: yes, self-employed individuals can deduct a home office if the space is used regularly and exclusively for business — sounds like yours qualifies. The calculation depends on your actual square footage and total home expenses, and there are two methods (simplified vs. actual). I want to run the numbers before I tell you which is better for your situation.
On estimated payments: if you expect to owe more than $1,000 in federal tax this year, you should be making them quarterly to avoid an underpayment penalty. Q2 was due June 16 — if you missed it, it's not the end of the world, but let's talk about catching up for Q3.
I'll schedule a 20-minute call to go through both. Can you do any morning this week? I'll come with the worksheet.
— [Your name], Hargrove Tax & Advisory
⛔ Nothing sends without your approval
The assistant never emails a client on its own. It writes the draft and waits for a human — your CPA — to approve, edit, or skip. Any written statement about tax liability or deductions is a professional opinion that must be reviewed before it goes out.
In the real product, you'd edit the draft text directly before it sends — every word is yours to change. This demo shows the approval flow.
Sent to Robert at 2:17pm — 34 seconds after his email arrived (illustrated). He's booking a call with you, not plugging numbers into a DIY tool. ✓
3 What you actually get
Keep year-round clients from going DIY. A client who doesn't hear back on a mid-year tax question will find an answer somewhere — often a wrong one. Your assistant drafts a professional response in seconds that keeps the conversation in your hands.
You approve every outgoing word. Home-office questions, estimated payment reminders, entity-structure inquiries — drafted and waiting. One tap to send. The AI drafts; your CPA approves. Nothing goes out as advice until you say so.
Nothing slips. The mid-year questions that stack up between April and October, the quick asks that would otherwise wait a week — all get a same-day professional acknowledgment that moves the client toward a call, not a competitor.
How we set it up (2–3 weeks, fixed fee from $3,000)
We connect securely to your existing inbox — no new software for your clients, no new email address.
We tune the assistant to your voice, your practice areas, and your client communication style from your real past emails.
You get a simple approve/edit screen. Every outgoing email is human-approved — your name goes on it only when you say so.
We measure response time and client-to-call conversion, and adjust.
W&S Consulting — AI workflow implementation for small business owners. We set the system up, you own it.
Want to see this run on your inbox with a real client example? Reply to the email this came from, or:
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This is an illustrative demo. The inbound email, business name, and customer are fictional. The "Approve & send" button shows what the flow looks like; it does not transmit any email. In a real W&S engagement, AI drafting runs through a disclosed provider named in writing, and every outbound message requires explicit human approval before anything sends. We show you exactly where your data flows before you sign.