Built for small CPA and tax practices
Intelligence rooted in reality.
We lift up CPAs and tax practices by doing the work that takes their time and money away from the people they serve.
agentplain REPLACES the 8-week document-chase cycle, INTEGRATES with Outlook, OneDrive, QuickBooks Online, and DocuSign on day one, and AUGMENTS the partner's review on every return with a federal + state checklist run before the file hits the desk.
The tax-season skills, agents, and memory you'd otherwise have to build yourself
The fleet for the small-firm CPA.
ROI multiplier
12x–18x
Per seat
$299 → $199
Integrations planned
9
The short answer
What is agentplain for cpa firms?
agentplain for CPA and tax firms is a managed AI service partnership for small accounting practices. A service team installs a fleet that runs engagement onboarding, chases client documents, reconciles books, handles milestone billing, and runs a federal-plus-state checklist before a return reaches the partner's desk — working inside Outlook, OneDrive, QuickBooks Online, and DocuSign. The partner reviews and signs every return; the fleet drafts and proposes but never sends or files on its own.
A day in the life
What the fleet drafts before you open the laptop.
March 17, 5:42pm. Eight days to the corporate-return deadline. 23 clients still missing documents.
Today
Open every TaxDome client file, run the missing-doc checklist, draft individual chase emails ('still need your K-1, your auto-mileage log, your fixed-asset additions...'), keep a running list of who's responded. ~6 hours per evening through deadline week.
With agentplain
The fleet ran the missing-doc checklist across all 23 files, drafted 23 individualized chase emails citing the specific missing items, identified the 4 clients on filing extensions and skipped them, and queued the messages in the partner's review tray.
Outcome
The partner reviews 19 drafts in 35 minutes. By March 18 noon, 17 clients have responded. The partner spends the eight days advising on close cases, not chasing receipts.
Jobs to be done
The recurring work, role by role.
Partner / owner-CPA
| Job | When | Today | With agentplain |
|---|---|---|---|
| Know which returns are at risk of missing deadline | Daily during tax season | Walk staff desks, ask the admin | Pipeline view — every file with current bottleneck (doc gap / staff prep / partner review / e-file) |
| Review a return before e-file | Pre-submit, every return | Eyeball the staff prep + your own checklist | Compliance agent (activating after counsel review) will pre-run the federal + state checklist; until then you review every draft before it's filed |
| Approve a billing-collections escalation | Monthly | Spreadsheet of aged AR | Collections agent drafts the 30/60/90 escalation; partner signs the >60-day touch |
Staff accountant / tax preparer
| Job | When | Today | With agentplain |
|---|---|---|---|
| Build the doc checklist for a new engagement | Day 1 of every new engagement | TaxDome / Karbon template, customize by hand | Onboarding agent drafts the checklist scoped to entity type + state + prior-year docs |
| Chase clients for missing documents | 8 weeks every tax season | Email reminders + phone tag | Doc-chase agent runs the cadence per client; staff handles the escalations |
| Reconcile client books against bank feeds | Monthly for bookkeeping clients | Manual classification + JE drafting | Books agent drafts the reconciliation; staff reviews exceptions only |
Audit / assurance senior
| Job | When | Today | With agentplain |
|---|---|---|---|
| Build the engagement plan from prior-year workpapers | Engagement kickoff | Roll forward prior workpapers in CaseWare / CCH ProSystem fx Engagement; update for current-year scope | Roll-forward agent drafts updated workpapers, flags the items that changed, drafts the client request list — senior reviews the planning judgment |
| Run analytical procedures and document the variance commentary | Continuous through fieldwork | Manual variance spreadsheet + hand-written narrative | Analytical agent drafts the variance against PY + budget, drafts the narrative with the explanation cited to the GL detail |
| Draft management-letter comments + recommendations | Engagement wrap-up | Hand-drafted from fieldwork notes | ML agent drafts each comment + recommendation citing the specific finding; senior reviews and the partner signs |
Client services manager
| Job | When | Today | With agentplain |
|---|---|---|---|
| Coordinate the multi-engagement client relationship | Continuous for advisory + tax + assurance clients | Spreadsheet of engagements, manual deadline tracking, email chain per touch | CSM agent surfaces the client's open engagements, drafts the unified status update, flags the cross-engagement risks (e.g., tax position that needs assurance flag) |
| Run the quarterly client check-in | Quarterly | 30–45 min prep per client pulling from Karbon/TaxDome + prior-year file | Prep agent drafts the recap, the open items, the advisory talking points; CSM reviews and runs the call |
| Handle inbound client questions across engagement types | All day | Triage by ear, route to whoever knows the file | Inbound agent classifies by engagement, attaches the relevant workpaper or return context, drafts the response for the CSM |
Admin
| Job | When | Today | With agentplain |
|---|---|---|---|
| Send engagement letters | Pre-engagement, all year | Manual template merge | Onboarding agent drafts the letter scoped to the engagement type |
| Run billing on milestone | Per-deliverable | Manual invoice from TaxDome / Karbon | Billing agent drafts the invoice on milestone trigger; admin reviews and sends |
| Manage e-signature routing for engagement letters + 8879s | Per-engagement + per-return | Manual DocuSign / TaxDome eSign send + reminder cadence | Signature agent assembles the packet, routes to signers, runs the reminder cadence with admin in the loop |
ROI math
The arithmetic. Audit it.
Headline multiplier
12x–18x
Illustrative; your numbers will vary with the hours you reclaim.
- Subscription cost
- Partner tier · $299 per seat (solo), sliding to $199 per seat (50–99 seats) — 14-day free trial, card at signup
- Value delivered
- $42,000 / yr in tax-season hour reclamation per staff seat
- The math
- Tax season = 80-hour weeks. Doc-chase consumes ~25% of staff hours through 8 weeks (per b2b_vertical_opportunity_analysis_2026-04-27.md §3.4 — "document chase consumes the front office for 8 weeks a year"). 0.25 × 80 hours × 8 weeks × $65/hr loaded = $10,400 per staff per season. Add onboarding-letter automation and books-recon reclamation: total ~$42k/yr (~$3,500/mo) per staff seat. Solo case: against the Partner-tier solo seat ($299/mo) = ~12x ROI. At-scale case: same per-staff value against the 50-seat-band price ($199/mo) = ~18x. Customers needing bespoke compliance corpora, white-label, or 100+ seats route to Max (quote-based) or /custom (capability build).
The downside it removes
The other half of ROI: the violation that never sends.
Tax and advisory correspondence is governed by the AICPA Code of Professional Conduct and Treasury Circular 230 — a preparer position that understates a client's liability carries an IRC §6694 penalty of $1,000 (unreasonable position) or $5,000 (willful or reckless conduct) per return, on top of Circular 230 censure, suspension, or disbarment from practice before the IRS. The fleet drafts client letters, engagement notes, and filing-ready work; a credentialed person approves before anything is sent or filed, so a Circular 230 slip is corrected at the draft stage rather than assessed as a preparer penalty. That avoided exposure is real ROI the 12x–18x hours math leaves out, and it only holds because nothing auto-executes.
What agentplain does, and doesn't
Replace. Integrate. Augment.
Replace
Work the fleet takes off your desk entirely.
- Manual engagement-letter and doc-checklist customization
- 8 weeks of document-chase phone tag and email reminders
- Manual books reconciliation against bank feeds
- Spreadsheet-driven aged AR — replaced by drafted 30/60/90 escalations
Integrate
Customer-system tools agentplain reads from and writes to.
- Outlook (per-staff OAuth — email + calendar)
- OneDrive + Excel (working files + workbook reads)
- QuickBooks Online (write-up + bookkeeping reads)
- DocuSign (engagement letters + 8879 routing)
Augment
Work the human still owns — the agent drafts, you decide.
- Partner review on every return — staff prep is pre-flagged against federal + state checklist
- State-specific rule compliance (activating after counsel review) — every flag will cite the rule text, not invented
- Engagement letter language — drafted with engagement-type-specific scope language
- Books JE drafting — drafted with bank-feed evidence; partner approves
Pricing
Partner · per-seat, $299 solo, sliding to $199 at 50+ seats
Solo (1 seat)
$299
per seat / mo
2–9 seats
$279
per seat / mo
10–24 seats
$249
per seat / mo
25–49 seats
$219
per seat / mo
50–99 seats
$199
per seat / mo
Need higher-intensity service, multi-state ops, white-label, or a dedicated team? Step up to Max → · Need a capability we don't ship yet? Build with us on /custom →
Integrations
What's live, what's ready, and what's coming.
Live
Practice mgmt
TaxDome
Reads the docs your clients upload, surfaces what is pending review, and brings client-document state into your close drafts.
Practice mgmt
Karbon
Reads workflows, jobs, and recurring tasks so close drafts reflect what is actually in flight.
Accounting
QuickBooks Online
Email + calendar
Outlook + M365 Graph
Planned · Q4 2026
Practice mgmt
Canopy
Tax prep
Lacerte
Tax prep
UltraTax
Tax prep
Drake
Tax prep
ProSeries
Audit workpapers
CCH ProSystem fx Engagement
Audit workpapers
CaseWare
Accounting
Xero
Document storage
SmartVault / Box
Sync-diff alone is a subtest. Integration-acceptance means the agent completes the full functional value loop — read, categorize, coordinate, schedule, draft — end-to-end on a real customer system.
Questions worth asking
agentplain for cpa firms — the honest version.
How does agentplain handle tax compliance?
Within the augment model. The fleet runs a federal-plus-state checklist over a return before it hits the partner's desk and surfaces the items that need attention — it doesn't make the filing determination or sign anything. The CPA reviews and signs every return, and liability for licensed work stays with your firm.
Is agentplain a replacement for my tax or practice-management software?
No. agentplain works inside the Outlook, OneDrive, QuickBooks Online, and DocuSign you already run and replaces the manual work between them — engagement onboarding, document chase, books reconciliation, milestone billing. It isn't tax-prep or practice-management software, and there's nothing to migrate.
How much does agentplain cost for a CPA firm?
CPA firms are recommended at the Partner tier — a named service partner with a weekly review cadence — $299 per seat per month for a solo CPA, sliding to $199 per seat at scale. Every tier is per seat, month-to-month, with the first month free, and you can cancel anytime.
Does the fleet send anything to clients or file returns on its own?
No. Every draft — a document request, a books summary, a prepared return — lands in your approval queue as a pending item. The fleet drafts and proposes; you approve, sign, and file from inside your own systems. It never auto-sends, files, moves money, or makes commitments on your behalf.
Start free
Run your cpa firms practice on the fleet.
14-day free trial, card at signup. Month-to-month from day one — no annual contract, no auto-renew. The fleet drafts; you decide what ships. Cancel anytime from your billing settings. Need more depth than the tiers cover plug-and-play? We scope per customer — build with us.