CX · Customer experience
The moments clients feel.
The moments a accounting firm client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Finance & Accounting
AI agents for Accounting Firms
What should stay human at a accounting firm, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a accounting firm, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a accounting firm. Agents can surface the gaps; the owner still decides.
Main roles
The people a accounting firm usually employs. Each card is written for this business, then links out to the full role page.
Role
Accountant
Prepares financial statements, reviews client records, gives compliance advice and manages month end and year end reporting work.
Role
Tax Agent
Prepares tax returns, lodges business activity statements, answers client tax queries and tracks changing tax obligations.
Role
Office Manager
Coordinates workflows, manages office supplies, handles incoming documents and keeps deadlines, meetings and staff administration on track.
Role
Administrative Assistant
Schedules client meetings, prepares engagement documents, follows up missing records and supports filing and document management tasks.
Role
Bookkeeper
Maintains client ledgers, reconciles bank accounts, processes payroll data and keeps accounting software files current.
Freelancers & agencies you might hire
Specialists a accounting firm often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
IT Contractor
Maintains secure devices, email systems, backups and software access for staff handling sensitive client financial records.
Agency
SEO Agency
Improves search visibility for bookkeeping, tax and advisory services to attract local business and individual clients.
Agency
Law Firm
Advises on partnership agreements, employment matters, lease reviews and regulatory issues affecting the practice.
Want this set up for you?
If you would like someone to build these flows for a accounting firm, tell us a little and we can match you with an agency. We don’t list agencies on this site.
Related
Other business types in Finance & Accounting.
Finance & Accounting
AI agents for Tax Preparation Services
Finance & Accounting
AI agents for Tax Consultants
Finance & Accounting
AI agents for Payroll Services
Finance & Accounting
AI agents for Bookkeeping Services
Finance & Accounting
AI agents for Mortgage Brokers
Finance & Accounting