You Already Know the Problem
200+ emails per week
Document requests, status updates, IRS correspondence, scheduling, and questions from clients who could Google the answer. All mixed together in one inbox. Every one needs a reply.
90 minutes before you start real work
Tax season means sitting down at 7 AM and not touching actual accounting work until 8:30. You spend the first hour and a half triaging, drafting, and sending. Every single morning. For four months straight.
"Where's my refund?" costs $50 each
At a $200/hour billing rate, a 15-minute email exchange about a client's refund status costs you $50 in lost productivity. Multiply that by 10 clients a week during filing season. That's $500 a week on one question.
"I set up AssistantAI last March before extension season. When the rush hit, my email time dropped from 90 minutes a day to 15. AI drafted every document confirmation and status update in my voice. I just reviewed and hit send. Saved me during the busiest 3 months of the year."
How It Works
Connect your email
5-minute setup. Connect your Gmail or Google Workspace via OAuth. Your credentials are never stored. Tokens are encrypted with AES-256.
AI drafts replies in your voice
The AI reads incoming emails, understands context from the full thread, and drafts replies that sound like you wrote them. Document confirmations, status updates, scheduling — all handled.
You review and approve
Every draft sits in your queue. One tap to approve, quick edit if needed, or skip. Nothing sends without your explicit approval. You stay in control of every client communication.
Your ROI
Plug in your numbers. See what email actually costs your practice.
Email Cost Calculator for CPAs
Built for How CPAs Actually Work
Document confirmation
Client sends W-2s, 1099s, or K-1s? AI drafts a confirmation listing what was received and what's still missing. No more manual checklists.
Deadline tracking
Tax deadlines, extension dates, quarterly estimates, payroll filings. Deadline-related emails get flagged high-priority and processed first.
Client status updates
"Where's my return?" gets a drafted reply with the real status from your recent thread context. Accurate. In your voice. In seconds.
Seasonal scaling
January through April, your email volume doubles or triples. AssistantAI handles the spike the same way it handles a quiet July. No extra setup.
Nothing sends without you
Every single draft requires your approval. Review, edit, approve, or skip. You are always the last set of eyes before anything goes out.
Learns your voice
The AI adapts to how you write. If you're formal with IRS correspondence and casual with long-time clients, it learns the difference.
Set up before busy season. It takes 5 minutes.
Book a call with Cal →