AI employees for accounting firms
Client outreach, deadline reminders, advisory communications, and practice reports — handled by AI, approved by your team.
Serve more clients without burning out your team
Accounting firms face intense seasonal workloads and year-round client communication demands. SendToTeam provides AI employees that draft tax deadline reminders, document request emails, advisory newsletters, and client engagement letters — so your CPAs can focus on the work that matters.
Tax season communication
Your AI outreach employee drafts document request emails, deadline reminders, and status update communications. No more manually writing the same emails to hundreds of clients each season.
- Document request emails with specific checklists
- Filing deadline reminder sequences
- Return completion notifications
- Extension communication and follow-ups
Year-round advisory outreach
Position your firm as a trusted advisor with regular newsletters covering tax law changes, planning strategies, and financial insights. Your AI content employee drafts advisory communications — your partners review and approve.
Practice management reporting
Track client engagement, revenue by service line, and team utilization with AI-drafted practice reports. Spend less time compiling data and more time growing your firm.
Why accounting firms choose SendToTeam
- Automate seasonal client communication at scale
- Position your firm as a year-round advisor
- Reduce time spent on repetitive emails
- Generate practice reports automatically
- Every communication reviewed before sending
Marcus
Market Analyst
Monitors competitors weekly, tracks market trends, and delivers clear reports so you always know where you stand.
Sarah
SDR & Outreach Lead
Researches prospects, writes personalized outreach, manages follow-up sequences, and books meetings on your calendar.
Emma
Content Writer
Writes blog posts, social media content, email newsletters, and marketing copy that matches your brand voice.