100 emails a day
Inbox triage
Status questions answered, extra slips filed, new submissions routed, tax questions drafted for a person to approve.
Chase · Middle of the 3 to 11 week range.
One hundred emails fall into four buckets: status questions answered, extra slips filed, new submissions sent to intake, and tax questions drafted for a person. The tax questions bucket opens to show a drafted reply with approve and edit buttons.
How it works
Step by step.
01
Every email is sorted
Status question, extra slip, new submission, or a tax question.
02
The routine ones are handled
'Did you get my documents?' gets an answer from your return status. A slip gets filed. A new submission goes to intake.
03
Judgment goes to a person
Tax questions are drafted, never sent. Someone on your team approves or edits.
What you get
Included in the build.
- Sorts into four buckets: status, slips, submissions, questions
- Answers status questions from your tax software
- Files attached slips through auto-filing
- Drafts replies to tax questions for approval
- Runs on your mailbox, under your account
Works with
- Microsoft 365
- Google Workspace
- CCH iFirm
- Karbon
Your data on this system
It reads your firm's mailbox under your own Microsoft 365 or Google Workspace account. Drafts are never sent without a person. AI reading runs in a Canadian region.
Typical timeline
Middle of the 3 to 11 week range.
FAQ
Inbox triage questions
No. Anything that needs judgment is drafted for a person on your team to approve.
Yes. Replies go out from your firm's mailbox, so clients see the address they know.
The firm you'd have if you could actually staff it.
30 to 45 minutes. You leave with a written breakdown either way.