Built for small CPA and tax practices
The fleet for the small-firm CPA.
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 with a close that arrives already bucketed, every checklist item marked received, pending, or past-target, and every receipt named against the item it satisfied.
Not open for CPA firms yet. These lists describe the service when it opens, not work running for customers today.
Comes off your plate
- 8 weeks of document-chase phone tag and email reminders
- Spreadsheet-driven aged AR, replaced by drafted 30/60/90 escalations
Works inside
- QuickBooks OnlineAccounting
- Outlook + M365 GraphEmail + calendar
Planned, not connected yet: TaxDome, Karbon, Canopy, Lacerte, UltraTax, Drake, ProSeries, CCH ProSystem fx Engagement, CaseWare, Xero, SmartVault / Box: Q4 2026. Don't see yours? Tell us which tool.
Still yours to decide
- Month-end close status, every checklist item arrives bucketed received / pending / past-target with the receipt that satisfied it named, so staff review exceptions instead of rebuilding the list
- State-specific rule compliance (activating after counsel review), every flag will cite the rule text, not invented
A night, once it opens
March 17, 5:42pm. Eight days to the corporate-return deadline. 23 clients still missing documents.
The old way
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.
Next morning
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.
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.
Not open for CPA firms yet. Join the waitlist →
Who's working for you
A fleet built for CPAs and tax practices, and the people who run it.
Each agent owns one job your trade actually has. A service team sets them up and keeps them tuned, so you never touch a setting. agentplain is not open for CPA firms yet. Agents marked when it opens start when it does; the ones marked not built yet are planned, and nothing runs them.
- Client InboundClassifies inbound questions by engagement and drafts the response.○ when it opens
- Chief of StaffProposes meetings, reply drafts, and to-dos against the partner's calendar + inbox + board.○ when it opens
- Engagement Onboarding○ not built yet
- Document Chase○ not built yet
- Compliance Sentinel○ not built yet
- Books Reconciler○ not built yet
- Collections○ not built yet
- Milestone Billing○ not built yet
Your service teamPeople who set it up for your trade and change it when you ask, by email or chat.
What it's worth
No figure until agentplain opens for CPA firms. We publish a return only for work that runs for customers today.
No card, no charge. We write when it opens.
Questions owners ask
How does agentplain handle tax compliance?
Within the augment model. The fleet chases the documents each client's month-end close needs and surfaces the items that need attention, it doesn't make the filing determination or sign anything. Chasing the documents a tax return needs is coming next. A federal-plus-state checklist is written but isn't running yet; it switches on after counsel review. The CPA reviews and signs every return, and liability for licensed work stays with your firm. agentplain is not a CPA firm and does not give tax or accounting advice.
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. What runs today is the month-end close document chase, the per-engagement checklist, the received/pending/past-target bucketing, the chase drafts, and the client status update. It isn't tax-prep or practice-management software, and there's nothing to migrate.
How much does agentplain cost for a CPA firm?
agentplain is not open for CPA firms yet, so there is nothing to buy and we take no payment. Join the waitlist and we will email you when it opens for CPA firms.
What happens to my clients' tax data?
Client returns, source documents, and books stay in your systems. The fleet reads them in-flight through the accounts you connect, your QuickBooks, your Microsoft 365, and does not copy them onto agentplain's servers. What agentplain does keep is Plaino's working memory of your practice: preferences, voice, engagement context. That memory is encrypted per workspace, exportable anytime, and hard-deleted when you close the account.
Whose accounts and credentials does the fleet run on?
Yours. QuickBooks Online and Outlook / Microsoft 365 connect through your own accounts, and when the TaxDome and Karbon connect steps open you paste your own API key. Revoke a credential and access ends with it, the integrations belong to your firm, not to us.
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.
Not open for CPA firms yet. Be first when it is.
Not open for CPA firms yet, so there is nothing to buy.