01 · YOUR DIGITAL EMPLOYEES
Digital employees that do the work.
Not chatbots. Named digital employees with photos, titles, and jobs they own, trained for tax preparers. They draft, send, book, follow up, and learn your business in your voice, 24/7.
NEWAI FOR TAX PREPARERS
File faster. Chase less.
A trained team of digital employees and custom AI apps that runs intake, chases missing documents, e-signs returns, and lifts your per-preparer throughput in April.
MarloweReturning Client Onboarder
FelixDocument Chaser
PriyaE-Signature & Filing
TheoOff-Season Reactivation
/HOW TO USE AI IN YOUR TAX PREPARERS BUSINESS
Digital employees. Plus custom AI apps. Built for your tax preparation business.
Not a chatbot. Trained digital employees plus custom AI apps, shaped to how your tax preparation business actually works.
02 · CUSTOM AI APPS
AI apps built for your business.
Software used to be for tech companies. Not anymore. Describe what your tax preparers business needs (a quiz, calculator, intake, portal) and BuildAI builds it. With database, payments, and users included. Your digital employees run it for you.
1 Describe
2 Build
3 Launch
/THE WORK YOU'RE DOING MANUALLY
Every week, tax season is a chasing season.
Returning clients with missing W-2s. New clients lost between calls. E-signature limbo. Refund-status emails.
01Onboarding returning clients (intake + portal)~8 hrs / week
02Chasing W-2s, 1099s, K-1s~10 hrs / week
03E-signature follow-ups~3 hrs / week
04Answering "where is my refund?" messages~4 hrs / week
05Re-engaging last-year clients who haven't booked~3 hrs / week
/MEET YOUR DIGITAL EMPLOYEES
Your tax-season digital employees. Filing faster, chasing less.
Four trained digital employees built for the tax-prep lifecycle, from January through April.
Marlowe
Returning Client Onboarder
- Pings last-year clients in January
- Sends engagement letter and intake
- Logs to Drake / ProSeries / Lacerte
- Books appointment if needed
Felix
Document Chaser
- Lists exactly what's missing per return
- Texts and emails until it arrives
- Escalates to phone after 5 days
- Tracks every open return
Priya
E-Signature & Filing
- Sends returns for e-signature
- Reminders at 24h and 48h
- Files with IRS once signed
- Logs status to your PMS
Theo
Off-Season Reactivation
- Pings last-year clients who haven't returned
- Sends quarterly estimated-payment reminders
- Drives next-year engagement letter early
- Tracks reactivation rate
/CUSTOM APPS · BUILT FOR YOU
Apps that lift your per-preparer throughput.
Describe what your shop needs. We build it. Your team runs it.
INTAKE
Tax Intake Wizard
Walks new and returning clients through engagement + intake + first document upload.
yourfirm.com/file
Start your return
Filing statusMarried filing joint
Number of W-2s3 (both spouses)
Side income / K-1?Yes — one K-1
PORTAL
Document Portal
Clients upload exactly what's missing. Felix chases anything that isn't there.
yourfirm.com/docs
2025 return · in progress
W-2sDone
1099-INT statements
K-1 partnershipUp next
MEMBER
Year-Round Hub
Subscribers get quarterly nudges, refund status, and next-year preview.
yourfirm.com/year
Welcome back
PlanAnnual filing + planning
Q2 estimate dueJun 15 · 6 weeks out
/HOW THEY WORK TOGETHER
From January reminder to filed return. Without the chase.
Your team handles onboarding, document collection, e-signing, and reactivation so preparers do tax work.
01 · WAKEMarlowe
MarloweMarlowe pings last-year clients in January
02 · CHASEFelix
FelixFelix collects every missing document before due date
03 · SIGNPriya
PriyaPriya owns e-signature reminders and e-filing
04 · REACTIVATETheo
TheoTheo pings absent clients across the off-season
05 · RENEWMarlowe
MarloweNext-year engagement signed before December ends
/HIRE A TEAM. OR HIRE THIS ONE.
The team your firm needs every January.
Drake, ProSeries, Lacerte, and your e-sign tool keep working. You'd still need humans chasing documents, getting signatures, and reactivating clients.
Hire the team yourself
Real salaries. Real recruiting. Real onboarding time.
- Tax Office Manager~$55k/yr
- Document Coordinator~$45k/yr
- Client Comms / Billing~$48k/yr
- Off-Season Outreach~$42k/yr
Plus recruiting + onboarding$190k/year+
VS
Hire your BuildAI team
WORKS WITH YOUR STACKPlugs into the tools you already pay for.
- Marlowe · Returning Client Onboarderincluded
- Felix · Document Chaserincluded
- Priya · E-Signature & Filingincluded
- Theo · Off-Season Reactivationincluded
All four, live in 60sFrom $39/mo
/ WORKS WITH WHAT YOU ALREADY USE
Keeps the tools you already use.
Connect what you want, when you want. Nothing to rebuild, nothing to move over, and you stay in control of what goes out.
Gmail
Google CalendarDrake Tax
ProSeries
Lacerte
UltraTax
...and many more. If you use it, chances are we connect to it.
Logos via Logo.dev
/WHAT YOU'LL SHIP
From January reminder to filed return, without the chase.
January list activated.
Marlowe pings every returning client with engagement letter and intake — your March backlog shrinks before it starts.
Chase queue running on rails.
Felix knows what's missing on every return and escalates the right way.
Off-season retention rising.
Theo reactivates last-year clients who would've gone to TurboTax.
/ROI MATH
3 reactivated returns pay for the year.
Avg. return prep fee$285
BuildAI (1 year)$468
Hours saved / month~36 hrs
Break-even≤ 3 returns
Your tax-season team is 60 seconds away.
No credit card. No contracts. Hire Felix today, stop chasing documents this week.
NO CREDIT CARD · 60-SECOND SETUP · MADE BY HUMANS