The Transaction Categorization Agent codes routine transactions by client rules and asks clients about the odd ones, so bookkeepers review instead of key.
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The Deadline Calendar Agent keeps every filing, extension and client deadline on one calendar and reminds clients and staff, so partners can advise.
The EngageSuite360 Sales Tax Filing Agent calculates liability, tracks nexus, files returns, and manages exemption certificates—freeing your team from manual.
The Advisory Meeting Preparation Agent builds client financial packages and agendas so you can focus on advising, not assembling reports.
The Return Preparation Agent keeps depreciation, basis and carryforwards on the client record and rolls them forward, so no return depends on one senior.
The Payroll Agent collects hours from every client, checks garnishments and deductions, and preps the run so your payroll specialist reviews and approves.
The Tax Notice Resolution Agent logs each IRS or state notice, pulls the return and payments, and drafts the response so the CPA reviews and decides.
The Month-End Close Preparation Agent runs the close checklist, drafts standard entries and flags variances, so your team reviews instead of keying.
The Bank Reconciliation Agent matches cleared items, chases unexplained deposits and stale checks, and pinpoints differences, so staff review, not hunt.
The Engagement Letter Agent drafts letters from your templates, chases signatures, tracks renewals and flags scope creep, so partners stay with clients.
The Financial Statement Delivery Agent builds each client's package with comparisons and a plain summary for review, then delivers it and fields questions.
The Estimated Tax Calculations Agent gathers year-to-date income, drafts estimates and sends vouchers and reminders, so CPAs review instead of rebuild.