Accounting and tax firms
Accounting practice management software that chases client documents
Clients send documents however they like, they land filed in the right folder, and your staff stop chasing by hand.
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In short
AI Fusion Partner builds custom accounting practice management software for accounting, bookkeeping and tax firms, covering everything before the bookkeeping: documents clients send on WhatsApp or email land in one place, are read, filed in the right client folder, and anything missing is chased before the deadline. It sits alongside your accounting software rather than replacing it.
Updated on
What you stop chasing
- Clients send documents late and in a mess: phone photos on WhatsApp, attachments buried in one staff member's inbox.
- Before every filing deadline, the team spends days chasing the same clients for the same documents.
- Each client has its own deadlines and reports, from monthly tax returns to investment reports, tracked in spreadsheets.
Watch the agent answer your customer
Hi, sending over this month's invoices for the PT. Quite a few photos, sorry.
Meanwhile, in your software
Sound like your business?
Describe it to the agent. It tells you what we would build and books the call if there is a real case.
What your software does for you
One inbox for client documents
WhatsApp, on one or several numbers, and email land in one place, each message linked to the client's file.
Documents read and filed
Purchase invoices, receipts and photos are read, then prepared as drafts for approval, by client and by period.
What's missing, client by client
Built to fit: set the documents expected per file and period, and see what has arrived or is missing.
Reminders in stages
A reminder on WhatsApp or email, then a firmer one, during business hours only. Nobody chases by hand.
A deadline calendar per client
VAT or sales tax, monthly returns, annual accounts: each client's deadlines tracked, built around your portfolio.
An assistant that knows your files
“Where are we with the Lee file for September?” The answer in one sentence, with permissions per staff member.
The agents working for you
From the call to your first module live
- 1
A first call
Show us how your clients send documents today and what your team does with them.
- 2
A diagnostic
Where the team's time goes: receiving, sorting, chasing or client questions, and what can wait.
- 3
Document collection first
The shared inbox and document reading, running alongside your accounting software, without changing how you do the books.
- 4
Then reminders and the assistant
Reminders before deadlines, a calendar per client, an internal assistant: we add what frees up your staff.
Rather talk it through with a person?
Pick a 30-minute video call with the team. You leave knowing what is worth building.
Your questions, answered
Do we have to replace our accounting software?
No. The accounting firm software we build handles collection, sorting and reminders. The books stay in your current tool, and during the diagnostic we work out how documents are passed on to it.
Our clients send everything on WhatsApp. Does that still work?
That's the most common case. Photos, PDFs and voice notes land in the shared inbox, linked to the right client by their number, and the agent confirms receipt.
Can the AI answer a client's tax question?
No. The agent confirms receipt, says what's missing and passes any real question to the person handling the file. Advice stays with your team.
How reliable is automatic document reading?
It prepares the details as drafts, and someone on your team approves them. It already runs in production on supplier invoices and handwritten slips, in industries other than accounting.
Who can see our clients' files?
Each staff member has their own permissions, login uses two-factor authentication and a log records who did what. The AI approves nothing on its own: its entries stay as drafts until confirmed.
Related businesses
- Insurance and mortgage brokerClients know what to send, documents land in the right case, and your team stops chasing paperwork by hand.
- Visa and immigration agencyRepeat questions get answered, documents land in the right file, and every expiry date triggers a reminder before it falls due.
- Strata and HOA managementOwners get their answer on WhatsApp, every report becomes a tracked ticket, and late service charges are chased without you.
Your team is there to advise clients, not to chase receipts.
Describe your firm to our agent. If there is a real fit, it books your call with the team.