01
Automated Document Collection
Stop chasing clients for W-2s, 1099s, and bank statements. AI-powered workflows send request lists, track what has been received, and follow up automatically until everything is in.
Industry Data
340+hours lost every January on client information gathering alone (mid-market firms)
54%client response rate to document requests — even with "perfect" instructions
6–10 hrsper week spent chasing documents during tax season — the #1 bottleneck
50–80 hrsper week average for CPAs during tax season — partners often exceed 100
9.3 hrsper week on client communication alone — most of it repetitive follow-ups
#1 pain"Late and unprepared clients" — top challenge in Wolters Kluwer survey of 2,000 firms
340+hours lost every January on client information gathering alone (mid-market firms)
54%client response rate to document requests — even with "perfect" instructions
6–10 hrsper week spent chasing documents during tax season — the #1 bottleneck
50–80 hrsper week average for CPAs during tax season — partners often exceed 100
9.3 hrsper week on client communication alone — most of it repetitive follow-ups
#1 pain"Late and unprepared clients" — top challenge in Wolters Kluwer survey of 2,000 firms
AI Automation for CPA & Bookkeeping Firms
Stop Drowning in Admin.
Start Scaling Your Firm.
KraftAI automates document collection, client onboarding, deadline reminders, and advisory upsells — so your team serves 3x more clients without burning out every tax season.
Works with Karbon & TaxDome
Founding-Client Pricing Available
Ready Before Tax Season
No Long-Term Contract
70%
Faster Document Collection
3x
More Clients Per Staff
35%
Revenue Per Client Increase
Figures are industry benchmarks from published studies — the upside fast, automated follow-up typically unlocks. Not claims about our client base.
60-Day Money-Back Guarantee
SOC 2 Compliant Infrastructure
Dedicated Support Team
Live in 48 Hours
No Long-Term Contracts
Sound Familiar?
Firms lose 340+ hours every January chasing documents. Only 54% of clients respond even with perfect instructions.
CPAs average 50-80 hour weeks during tax season. Partners regularly exceed 100. This is not sustainable.
9.3 hours/week on client communication alone — mostly repetitive follow-ups that could be automated.
"Late and unprepared clients" ranked #1 challenge in Wolters Kluwer survey of 2,000 US accounting firms.
Partner time chasing one client: $900-$3,000 in non-billable hours. Multiply by 100 clients.
6-10 hours/week spent on document collection during tax season — the single biggest bottleneck every year.
You're not alone — CPA firms spend 40% of their time on admin that doesn't require accounting expertise.
Let us fix that for youWhat We Automate
Four Automations That Pay for Themselves
02
Client Onboarding Sequences
New client signs an engagement letter, and the entire onboarding process runs automatically: welcome email, questionnaire, document request, software access setup, and intro call scheduling.
03
Deadline & Filing Reminders
Automated reminders for quarterly estimates, annual filings, payroll deadlines, and extension dates ensure nothing falls through the cracks, even during the busiest times of year.
04
Advisory Upsell Campaigns
Identify clients who could benefit from tax planning, entity restructuring, or CFO advisory services. Automated educational campaigns nurture interest and book strategy calls.
The Honest Pitch
No Fake Logos. No Inflated Numbers.
We are a small engineering studio onboarding our first cohort of accounting firms — so instead of renting credibility, here is exactly what you get.
You talk to the engineer
No account managers or relay chains. The person who scopes your automation is the same senior engineer who builds it, deploys it, and answers your messages.
Founding-client pricing
Early accounting firms get reduced rates and priority support in exchange for honest feedback — and, if you are happy, a case study we can publish with real numbers.
Plans from ₹21,000/mo (~$249)
Guaranteed or refunded
If the automations do not deliver measurable results within 60 days, you get a full refund and keep everything we built. The risk is ours, not yours.
Simple Process
Ready Before Tax Season — Here's How
1
How do you understand our firm's workflow?
We start with a comprehensive review of your firm's current processes: client onboarding, document collection, preparation workflow, review procedures, and client communication. We identify the repetitive tasks that consume your team's time during tax season and throughout the year. This discovery process takes about 90 minutes and includes reviewing your practice management system, communication templates, and pain points.
2
How do the automations integrate with our existing software?
KraftAI integrates with popular accounting practice management tools including Karbon, Canopy, TaxDome, Jetpack Workflow, and Practice Ignition. We also connect to QuickBooks, Xero, and document management systems. Every automation is built around your existing workflow so your team does not need to learn new software. Templates for client communications are created collaboratively and approved by your partners before launch.
3
What does the ROI look like for our firm?
Most accounting firms see immediate time savings in document collection and client communication within the first month. By the first tax season with automation in place, firms report handling 30 to 50 percent more returns with the same staff. We provide ongoing reporting on document collection completion rates, client response times, and advisory conversion rates. Our team continues to optimize workflows and add new automations as your firm grows.
Our “It Pays for Itself” Guarantee
If our automation doesn't save you at least 10 hours/week or generate enough new leads to cover your investment within 60 days, we'll refund every penny and let you keep the automations. Zero risk.
60-Day Money Back
No Long-Term Contract
Keep the Automations
AI Automation vs. Hiring an Admin for Your CPA Firm
| Feature | KraftAI | Traditional |
|---|---|---|
| Document collection | Automated requests, tracking, and follow-up | Manual emails and phone calls |
| Client onboarding | Fully automated multi-step sequences | Manual checklist, often incomplete |
| Deadline management | Automated reminders for every client and date | Spreadsheet tracking, risk of missed deadlines |
| Client communication | Consistent, timely updates at every milestone | Reactive, depends on workload |
| Tax season capacity | Handle 3x more clients with same staff | Linear scaling requires proportional hires |
| Monthly cost | $1,500 - $4,000 | $3,500 - $5,500 (salary + benefits) |
| Advisory revenue | AI identifies and nurtures upsell opportunities | Ad-hoc, only during meetings |
Frequently Asked Questions
What is the best way for CPA firms to automate tax document collection from clients?
The most effective approach is a personalized document request portal for each client. Based on their prior-year return and entity type, the system generates a customized checklist of needed documents. Clients receive a link to upload documents with clear instructions for each item. The system tracks what has been received and what is missing, and sends automated reminders at configurable intervals until everything is in. This eliminates the dozens of individual emails your team sends every tax season.
How can bookkeeping firms automate client onboarding?
Automated onboarding begins when a client signs the engagement letter. The system immediately sends a welcome email, a new client questionnaire, access invitations for accounting software, document upload instructions, and a scheduling link for the kick-off call. Each step triggers the next, so nothing is forgotten. What used to take a week of back-and-forth emails now happens in 48 hours with zero manual effort from your team.
Can AI help accounting firms manage quarterly and annual deadlines?
Yes. AI-powered deadline management monitors all client filing dates, quarterly estimate deadlines, payroll due dates, and extension deadlines. The system sends reminders to both your team and the client at appropriate intervals. It also escalates overdue items to the responsible team member and can generate deadline compliance reports for partners. This is especially valuable for firms managing hundreds of client entities with different fiscal years and filing requirements.
How do CPA firms use automation to sell more advisory services?
Advisory upsell automation works by analyzing client data to identify opportunities. For example, a sole proprietor with growing income might benefit from S-corp election. A client with significant capital gains might need tax-loss harvesting advice. The system sends educational content explaining these opportunities and invites the client to book a strategy call. This approach converts advisory work from a hard sell into a natural extension of the client relationship.
How much time can AI automation save during tax season?
Most CPA firms report saving 15 to 25 hours per week in administrative tasks during tax season with comprehensive automation. The biggest savings come from document collection (eliminating chase emails), client communication (automated status updates), and scheduling (self-service appointment booking). This time savings translates directly into capacity: your team can prepare more returns, or they can leave the office at a reasonable hour instead of working weekends.
Will automation work with our practice management system like Karbon or TaxDome?
Yes. KraftAI integrates with all major accounting practice management platforms including Karbon, Canopy, TaxDome, Jetpack Workflow, and Practice Ignition. We use their APIs to sync client data, trigger workflows, and track task completion. If you use a custom or less common system, we can typically build a connection using their API or through Zapier-style integrations.
Expert Answers
What CPAs Ask About AI Automation for Accounting
Direct answers to the questions accounting professionals search for — backed by current industry data.
How do CPA firms handle the accountant shortage when 75% of CPAs are near retirement?
The accounting profession has lost 300,000+ accountants since 2020, with 75% of CPAs at or near retirement age. CPA-credentialed roles take 73 days to fill — 41% longer than non-CPA positions. Small firms can't compete with Big Four salaries. The answer isn't hiring (you can't find the people) — it's automating the non-billable work that burns out existing staff. AI handles client communication, document collection, scheduling, reminders, and reporting. Your CPAs focus on advisory, tax strategy, and review. Firms using AI automation report 2x effective team capacity without adding headcount.
300,000+ accountants left the profession since 2020
Ramp — The Accountant Shortage in 2026
How much time do CPA firms waste on client onboarding during tax season?
The average CPA firm takes 11.4 business days to onboard a new client. Mid-market firms waste 340+ hours every January chasing client documents via email. Nearly 40% of clients report frustration during onboarding, and the gap between document receipt and prep start averages 5.7 days at firms without automation. AI onboarding cuts this to under 24 hours: automated engagement letters, smart document portals that validate completeness, escalating reminders for missing items, and instant handoff to preparers when files are complete. Client retention at 6 months improves from 71% to 88%.
340+ hours wasted chasing documents each January
Mentally.ai — Tax Season Time Bomb Study
How can small accounting firms automate tax season workflow to avoid 80-hour weeks?
The most common mistake is waiting until busy season to fix workflow problems. Firms that handle tax season well invested in automation before it arrived. AI-powered workflow automation covers the entire lifecycle: intelligent document intake with completeness validation, smart assignment based on preparer expertise and workload, real-time progress tracking with bottleneck detection, and automated client delivery with e-sign. Firms report 35% less staff time per return and elimination of the 5.7-day gap between document receipt and prep start. Staff turnover drops because 50-80 hour weeks become the exception, not the rule.
35% less staff time per return with automated workflow
Thomson Reuters — Tax Workflow Best Practices
Common Accounting Firm Problems We Solve
Real problems from real CPAs — researched from industry surveys and practitioner forums. Each one mapped to a KraftAI solution.
How do CPA firms automate client onboarding for tax season?
340 hrssaved every tax season through auto...
How do small CPA firms handle the accountant shortage and burnout?
2xeffective team capacity without add...
How do accounting firms manage client communication without drowning in emails?
80%of client inquiries handled by AI —...
How do small accounting firms automate their tax preparation workflow?
35%less staff time per return with aut...
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