AI Automation for a tax and accounting firm

Search - AI Chatbot · local_filter_skipped · UID ~022079318182411289220

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Job Details

Budget Unknown

ExperienceIntermediate

DurationUnknown

Weekly hoursUnknown

Client countryUnknown

ProposalsUnknown

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First seenTue, Jul 21, 2026 12:01 PM

Last seenTue, Jul 21, 2026 1:46 PM

Description

Our CPA firm is interested in automating our tax practice using AI. I've never done this before so here are some of our objectives. Let me know if you do this type of work - Automate the following: Client onboarding Document requests Email follow-up Tax organizers OCR/document classification Lacerte (our tax software) data import where possible Review checklists Client status updates Engagement letters Implement AI assistants for: Tax research Return review Client email drafting IRS notice analysis Internal knowledge base California-specific tax research I have no idea on size of project, but would like to complete in 2026

Skills

AI Development AI Bot Artificial Intelligence AI Builder Data Entry Make.com Automation API +6

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Local Filter

32/100 · skipped

Configured core/whitelist signals (count=1): api integration context. Generic positive signals: automation, ai, make.com, make. Negative signals: nocode crm marketing ops: make.com. Scoring: Core-fit signals: api integration context (+10). Strong positives: automation (+20). Low priority signals: data entry (-8). Low-fit negative groups: nocode crm marketing ops: make.com (-30). Title fit keywords: automation (+20). Score 32 is below the configured threshold 40.

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