CPAs & Bookkeepers
Tax season without the 80-hour weeks
Clients disappear when you need documents. Deadlines loom while you chase.
Your AI agent takes care of
Tax document collection sequences
Deadline reminders (quarterly, annual)
Monthly close checklist tracking
Client communication during busy season
Extension filing coordination
What your agent does while you focus on the work
Follows up on missing tax documents from 12 clients
Flags upcoming filing deadlines 2 weeks out
Updates clients on return status and timeline
Confirms Q1 estimated tax payment reminders sent
Works with tools you already use
Take recurring coordination off your plate
Instead of calling clients for missing documents and tracking deadlines, your ClawBox rollout can take on the repetitive coordination and follow-up work that slows the team down. We confirm fit, scope boundaries, and launch order before anything goes live.
Pre-configured
Tailored to cpas & bookkeepers
Human handoff
When complexity needs you
Guided rollout
Timing and launch order are confirmed during scoping
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