Spend tax season on clients, not admin.
AI that onboards new clients, chases missing documents, books appointments, answers common questions and gives your staff an instant knowledge assistant for internal procedures.
- Document received and filed
- Reminder scheduled
- Preparer updated
Accounting and professional services firms use AI to qualify and onboard new clients, send personalised document checklists and reminders, book appointments, answer routine questions about deadlines and fees, and help staff find internal procedures quickly. Advice on a client's situation stays with qualified professionals.
The everyday problems AI solves.
Where accounting and professional services lose time, leads and revenue today.
Chasing documents
Staff spend hours reminding clients to send missing forms and receipts.
Peak-season overload
Calls and emails spike before deadlines, just when the team has least time.
Scattered internal knowledge
Procedures and past answers live in many places, slowing new staff down.
What we set up for you.
Each solution is configured around your services, rules and software. Use one, or combine them.
Document collection
Sends each client a personal checklist and friendly reminders until everything is in.
How AI Automation & Scheduling worksAI ChatClient questions and intake
Answers questions about services, fees and deadlines, and onboards new clients.
How AI Chat worksAI Knowledge BasesInternal knowledge assistant
Helps staff find procedures, templates and past guidance in seconds.
How AI Knowledge Bases worksAI Phone AnsweringPeak-season call handling
Answers routine calls, books appointments and passes complex questions to the right person.
How AI Phone Answering worksA day with AI on your team
- 1
New client
Intake questions, engagement letter and document checklist are sent automatically.
- 2
During the season
Reminders go out until every document is in.
- 3
Client questions
Routine questions are answered and appointments booked.
- 4
Inside the firm
Staff ask the knowledge assistant instead of searching folders.
Works with the tools you use.
We connect to the software accounting and professional services already rely on, so there's nothing new for your team to learn.
- QuickBooks
- Xero
- Karbon
- TaxDome
- Canopy
- Microsoft 365
- SharePoint
Product names are trademarks of their owners. VertuaLabs is an independent company.
Built responsibly
The AI never gives tax or financial advice for a specific situation. Client data is handled securely and access is limited to your firm.
Questions, answered.
Something else on your mind? Call 1-855-225-4535 or message us on WhatsApp.
Can it collect documents securely?
Yes. It directs clients to your secure portal and tracks what's been received.
Does it give tax advice?
No. It answers general questions you approve and passes anything specific to your professionals.
Can it connect to TaxDome or Karbon?
We connect to practice management tools that offer integrations, and to Microsoft 365 or Google Workspace.
Is it useful outside tax season?
Yes. Bookkeeping, payroll and advisory clients benefit from faster onboarding and reminders all year.
Other industries we help.
The same AI building blocks, set up for very different businesses.
Let's map out AI for your business.
Tell us how you work today. We'll show you where AI saves the most time, with a clear plan and quote.