Stop chasing documents all tax season.
“Did you get my W-2?” answered in minutes from your portal checklist, document reminders on autopilot, and every reply reviewed by your team.
Lead specialist: Tally · Nothing goes out until you approve it
Running accounting means the phone, the inbox and the paperwork never stop. Your crew takes the busywork so you can do the work.
Your accounting crew handles these, draft-first
Watch Ivy handle it.
Client emails: “Did you get my 1099s?”. Follow it from first message to booked, tasked and reported. You only tap Approve.
- 1. Message arrives
- 2. Ivy reads + drafts
- 3. You tap Approve
- 4. CRM + calendar update
- 5. Promise → task
- 6. Weekly report
Built for accounting & cpa firms.
Each crew mate has one job and a written playbook. Start with the one that saves the most time.
New-client questionnaire and engagement letter drafts
Document checklists and reminders until uploads are complete
Status replies drafted from your practice system
Appointments and prep packets
Invoice reminders and payment follow-ups
Works with your tools.
No new software. Least-privilege access you can revoke anytime.
Names are trademarks of their owners and are listed for compatibility only.
The numbers that matter.
Compliance, built in.
Designed for IRC §7216 consent rules and the FTC Safeguards Rule. Least-privilege access keeps the crew away from SSNs, and nothing that reads as tax advice goes out without CPA review.
General information, not legal advice. We configure guardrails with you during setup.
Will clients get tax advice from the crew?+
No. It handles status, checklists, scheduling and billing reminders. Anything advisory goes to your CPAs.
Which portals does it work with?+
TaxDome, Karbon and SmartVault, plus QuickBooks Online and DocuSign. Ask about others during your audit.
Can status replies auto-send?+
After a trust period, and only if you opt in. Until then every reply is a draft your staff approves.
How long does setup take for accounting & cpa firms?+
Most crews go live in 21 days, draft-first. If we miss that, your next month is free.
Do we need new software?+
No. Your crew works inside the tools you already use, such as Gmail, Outlook, Google Calendar.
Get your accounting crew.
Free 30-minute automation audit: we map how work moves through your accounting business and show you this demo with your own scenarios.
No obligation · Live in 21 days or your next month is free
