For CPAs & tax professionals
AI that handles your inbox during tax season.
Client document requests, deadline nudges, IRS-notice intake — handled automatically. Your AI responds to the repetitive 80% so you can focus on the returns that matter.
No slides. No contract until you've seen it work.
We get it. CPA email is repetitive by design.
40+ document requests — every tax season
Same five questions, 40 different clients. 'Where do I send my W-2?' 'Did you get my 1099?' 'What do I still owe you?' You answer them because you have to.
Deadline nudges, sent by hand
You know every client's filing deadline. You write the reminder email yourself. Then the follow-up when they don't respond. Then the final warning. That's your time — not value-add.
IRS notices routed straight to your inbox
Every client who gets an IRS letter forwards it in a panic. Most are routine. Sorting urgent from wait-and-see is the bottleneck — not the actual response.
What happens when we install it.
- 01
Week 1: We sit with you for two hours.
We map the emails you answer every week — in your own words, in your own tone. No questionnaires. We do the work.
- 02
Week 2: We install your custom automation.
Your AI starts drafting replies. You approve every one for the first week — nothing goes out without your OK.
- 03
Week 3+: It runs. You stop typing the same emails.
Most CPA clients add IRS-notice triage and a client document portal within 90 days. You never pay for a feature before it's working.
What “working” looks like.
62%
of repetitive emails handled without owner input — by week 3
2 weeks
from first meeting to live automation. No platform to learn.
$300–$1,500/mo
month-to-month. No contract until you've seen it work.
Case study — Summer 2026
“Our first CPA client case study launches this summer. Be the firm it's written about — book a demo and we'll set you up at 50% off setup.”
CPA firm · Atlanta, GA · pilot client · results Q3 2026
We serve Georgia SMBs — in person.
We're based in Atlanta. We drive to your office. We sit with your team. No Zoom-only installs.
Not looking for email automation?
W&S also automates voice & phone, billing, scheduling, lead generation, and more. Tell us what you need and we'll build it.
Start here →See it working on your inbox.
15 minutes. We show you a live demo using email patterns from your own firm. No slides, no pitch deck.
$300–$1,500/mo · month-to-month · cancel anytime