Stop chasing the same W-2 three times.
Organizers, document checklists and engagement letters are built from last year's return and sent on a schedule. Only the stuck files reach your staff.
Free. 20–30 minutes. Phone or Zoom. It's a lesson, not a pitch.
Start with the basics- A person approves anything that reaches a client.
- Built around software you already pay for.
- Confidential by design.
Busy-season queue
2025 return, Alvarez household
Tax organizer
Bauer Dental, S corp
4 of 11 documents in
Kim household
Reminder drafted
Ruiz Farms
Ready for preparer
Matter
2025 return, Alvarez household
14 of 17 documents received.Source 1
- Source 1Checklist built from last year's return.
- Source 2Receipts checked against the portal upload log.
Activity
Reminder sent for the 1099-B
Three items left, routed to the preparer
Example of a custom workflow. Illustrative; names fictional.
Where the hours go.
- Document chasing
- Three reminders for one W-2 in busy season.
- Organizers
- A checklist built by hand for every household.
- Engagement letters
- Drafted from scratch, then chased for a signature.
- Retyping
- From the client portal into QuickBooks.
Legal, tax and compliance professionals expected AI to free about 4 hours a week within a year.3
Your numbers.
Pick the closest firm type, then change any number. Rough numbers are fine.
Loading the calculator.
A household return missing three documents.
Today
A list is typed and emailed. Reminders go out by hand, and the client asks twice whether you received the mortgage statement.
With the software
A checklist built from last year's return goes out, reminders are timed, and the client gets an instant answer on what is still needed.
Illustrative workflow, not a client result.
We build around QuickBooks, Karbon, TaxDome and Canopy. Product names belong to their owners; PacifAI is not affiliated.
Questions accounting and tax firms ask first.
How does this fit our written information security plan?
We document how the software handles taxpayer data so it fits your written information security plan (IRS Pub. 5708) and FTC Safeguards Rule obligations.5
Is the free briefing a sales pitch?
No. It's a lesson on what AI can and can't do for a professional firm. If there's a fit, we'll explain the audit at the end. If not, you keep everything you learned.
Is our data safe?
We keep as little as possible outside your own tools. Training rules depend on each AI service's terms, so we name every service and its terms in writing before work starts, and you decide.
Can it make things up in front of a client?
Nothing it drafts reaches a client until a person at your firm approves it. It answers from your documents, shows its sources and routes to a person when it isn't sure.
What does it cost?
The briefing is free. Audit and build prices are quoted in writing.
Other firm types: Law firms, Insurance agencies, Financial advisors, Property managers.
Learn what AI can do for your firm. Free, 20–30 minutes.
It's a lesson, not a pitch. If there's a fit, we'll explain how the audit works at the end. If not, you keep everything you learned.
Takes 30 seconds, opens Google's booking page.