CPA & Accounting Firms

Tax season, on auto-pilot

An assistant trained on your checklists, portal guides, and filing calendars — clients get instant answers, CPAs get their season back.

Free to start · no credit card · get started →

Professional services — pick yours

Consultants & Advisors Creative Agencies Law Firms Accounting Firms

Sync tax checklists, handle portal questions, and clarify deadlines.

Tax season buries your team in the same ten questions

The inbox

Document lookups on repeat

"What forms do I need?" "Where do I upload receipts?" Staff lose up to 40% of peak season to questions already in the checklist.

The deadlines

Late-night filing blocks

Clients hit portal limits and missing-form confusion at 11pm — and momentum dies until morning.

The deliverables

Checklists nobody opens

Your onboarding binders and filing calendars are thorough. Clients email instead.

One speaker for the whole engagement

Spin up an assistant for each phase — trained on the documents you already have.

What documents do you need for my S-Corp filing?

The 12-item list is in your checklist — start with last year's return and payroll summaries.

S-Corp-Checklist.pdf

Phase 01 · Client onboarding

Onboard it

New clients get document lists, portal logins, and engagement details — without a single call.

Where do I upload my receipts?

Portal → Documents → 2026 Receipts. Uploads cap at 50MB — zip larger folders.

Portal-Guide.pdf

Phase 02 · Filing season

File it

Late-night blockers resolve instantly, so filings keep moving while your staff sleeps.

When is my Q3 estimated payment due?

September 15 — the full schedule is in your filing calendar.

Filing-Calendar.pdf

Phase 03 · Year-round

Keep it

Deadlines, estimated payments, and portal questions stay answered between seasons.

Every client question reports back

See what clients ask, which checklists confuse them, and where filings stall.

For your firm, that means:

Protected hours

CPAs stay on advisory work

Routine checklist and portal questions resolve themselves. Partner time goes to tax strategy, not password resets.

Cleaner seasons

Fix friction before the rush

See which document guideline creates confusion — and rewrite it before April.

app.speaksense.ai/insights

What clients askLast 30 days

What forms do I need to file?58

Where do I upload my receipts?46

When is my filing deadline?34

When will my K-1 be ready?27

14 answers came up short — add K-1 timing to the year-end checklist

93% answered without your staffView report →