Automate every manual step
in your CPA practice.
taxscribe.ai gives your firm a team of AI agents that handle the repetitive work — document intake, data entry, reconciliations, workpapers, review checklists, and client follow-ups — so your CPAs spend their time on advisory, not admin.
A team of agents for every step of the engagement
Each agent owns a specific workflow your CPAs do manually today — and hands the result back to your team, fully documented and review-ready.
Intake Agent
Collects client documents, extracts data from PDFs, W-2s, K-1s, and brokerage statements, and files everything in the right engagement folder — automatically.
Meet the Intake Agent →Prep Agent
Builds workpapers, ties out trial balances, drafts returns, and flags anomalies for your CPA to review. Your preparers stop typing and start reviewing.
Meet the Prep Agent →Review Agent
Runs every return through firm-grade review checklists, surfaces risks, drafts client emails, and keeps the engagement moving without partner bottlenecks.
Meet the Review Agent →Every manual step, automated by an agent
From intake to filing — taxscribe agents handle the repetitive work end-to-end, with a full audit trail and a CPA in the loop.
Document intake, automated
Agents pull source documents from email, client portals, and uploads — then classify, OCR, and index everything against the engagement. No more chasing PDFs.
Bookkeeping & reconciliations
Agents reconcile bank, credit card, and ledger activity, categorize transactions, and produce clean trial balances ready for tax prep — every month, on time.
Workpaper & return prep
Agents assemble workpapers, populate the return in your tax software, and flag anomalies with citations — so your CPAs review instead of retype.
Review, filing & client comms
Agents run review checklists, draft client deliverables and engagement emails, track signatures, and keep every notice and deadline tracked end-to-end.
Give your CPAs
their time back.
Deploy a team of AI agents inside your firm and automate every manual step of tax and accounting work.