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By Industry
Accounting

Never Miss a Deadline, Never Lose a Document

Your AI assistant tracks tax deadlines, manages client communications, organizes documents by engagement, and automates the follow-ups that keep your practice running smoothly.

Tax Season Is Year-Round Now

Tracking filing deadlines across hundreds of clients requires constant vigilance

Client document collection (W-2s, 1099s, receipts) involves endless follow-up emails

Client communications during busy season are delayed, hurting satisfaction

Document organization across engagements is inconsistent and time-consuming

Advisory work gets deprioritized because compliance work takes all available time

AI for Accounting Professionals

Deadline Tracking

Every filing deadline tracked with escalating reminders — federal, state, and local across all your clients.

Document Collection

Automated reminders to clients for missing documents — W-2s, 1099s, receipts — with status tracking for each.

Client Communications

Professional status updates, engagement letters, and follow-ups drafted and sent on schedule.

Engagement Organization

All documents, emails, and notes automatically organized by client and engagement type.

Getting Started

How It Works for Accounting

1

Connect Your Tools

Link your email, calendar, document management, and practice management software.

2

Set Up Your Practice

Define client engagements, filing deadlines, and communication preferences.

3

Focus on Advisory

Rahi manages the process work while you provide the expertise and advice clients value most.

Frequently Asked Questions

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Ready to Get Started?

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