skyseatBy industry · Accounting firms
AI employees for accounting firms
Onboarding a client means checklists, document requests, and endless reminders. An AI employee prepares the file and chases the gaps, and your team approves what goes out.
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The problem: onboarding eats billable time
Every new client needs the same steps: an engagement checklist, identity and prior-year documents, bank statements, and a folder to keep it all in. Then comes the reminder cycle for whatever is still missing.
It’s necessary work, but it’s not the work you’re qualified for. And it’s the first thing to slip when the season gets busy.
A day with your AI employee
An example of what one AI employee can do in an accounting firm when a new client signs.
- 9:00 amA new client signs. The employee creates the client file and prepares the document checklist. A partner reviews it in the Inbox and approves it before it goes to the client.
- 11:00 amChecks what has arrived against the checklist and drafts reminders for clients who are missing documents. Your team approves the reminders, or lets routine ones go out under rules you set.
- 3:00 pmSorts incoming documents into the right client folders and flags the ones that are unreadable, duplicated, or look like they belong to someone else.
- 5:30 pmLeaves a summary in the Activity log: which files are complete, which are waiting on the client, and what needs a person. It doesn’t give tax advice or file returns; that stays with your team.
An example of a day, not a promise of results. What your AI employee does depends on the tools and rules you set up.
You stay in control
- A person in charge. Every AI employee has a named person who approves what matters and can stop it at any time.
- Approve or decline. Anything that goes to a client, like an engagement checklist or a reminder, can wait for a person to approve or decline it first.
- Everything is logged. The Activity log records every step, so you can review what happened and why.
See it on your next new client
Book a 15-minute call and we’ll walk through your onboarding steps. Or request early access and we’ll set up a paid pilot.
Book a demo Request early access
skyseat is in early access, in pilot. Today employee computers, live screens, and the phone run in test mode. We’ll tell you plainly what it can already do for your team and what is still coming.