Tax season shouldn't mean burnout. Alfred handles deadline tracking, document collection, client onboarding, billing, and scheduling — so your team can focus on advisory work.
Your CPAs are drowning in admin work instead of doing what they're trained to do.
Tracking hundreds of client deadlines across federal, state, and quarterly filings. One missed deadline means penalties, complaints, and potential liability.
CPAs spend 30% of tax season chasing clients for missing W-2s, 1099s, receipts, and bank statements. The same emails sent over and over.
"Is my return done yet?" "How much do I owe?" "Can I deduct this?" Routine calls consume hours that should be spent on complex returns.
New clients take 2-3 weeks to fully onboard — collecting documents, verifying info, setting up in your system. Lost time means lost revenue.
Six solutions designed specifically for CPA and accounting firms.
Automated deadline tracking for every client. Sends reminders at configurable intervals. Tracks filing status and alerts your team to approaching deadlines — federal, state, and quarterly.
Sends personalized document request checklists. Clients upload via secure portal. Alfred tracks what's received, sends reminders for missing items, and organizes files by client and category.
Automated new-client workflow: intake forms, document requests, engagement letters, system setup. Turns a 2-week process into 2 days.
Clients check balances, view invoices, make payments, and set up payment plans through Alfred 24/7. No staff needed for routine billing questions.
Clients book consultations, tax review meetings, and planning sessions via phone or chat. Alfred checks CPA availability and sends calendar invites automatically.
Encrypted file sharing between your firm and clients. Clients access returns, financial statements, and documents anytime. Full audit trail on all downloads.
Three steps to an AI-powered accounting practice.
Import your client list, service offerings, pricing, and team members. Alfred learns your firm's structure, specialties, and processes.
Set up tax calendar, document checklists by client type, engagement letter templates, and communication schedules for each season.
Launch Alfred on phone, email, and client portal. Clients get 24/7 access to status updates, document uploads, billing, and scheduling.
A client calls about their tax return status.
Native integrations with the tools your firm relies on.
Measurable impact on your accounting practice.
| Task | Before Alfred | With Alfred |
|---|---|---|
| Document collection | 30% of time chasing clients | Automated reminders & portal |
| Deadline tracking | Spreadsheets and memory | Automated calendar & alerts |
| Client status inquiries | Phone calls to staff | 24/7 AI self-service |
| New client onboarding | 2-3 weeks manual process | 2 days, fully automated |
| Billing & payments | Manual invoicing | AI-powered portal |
| Evening/weekend access | None — closed | Full client portal 24/7 |
"Last tax season was our best ever, and we actually left the office before midnight. Alfred handled document collection for 400 clients automatically — our document completion rate jumped from 60% to 95% before filing deadlines. The ROI was immediate."Robert Fielding, CPAFielding & Associates — Edmonton, AB
Common questions from accounting firms.
Less admin. Zero missed deadlines. Happier clients. Happier CPAs.
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