calculate For bookkeepers & CPAs

Tax season shouldn't drown you.

agentEZ drafts client emails and document request reminders, schedules consults, and handles the intake form, so you spend the hour on the return, not the inbox.

See EZ in action Get Early Access

Launching soon for small business owners.

Why bookkeepers

Your inbox is the bottleneck. Not the work.

Answering, asking again, and following up eats most of a solo bookkeeper's week. agentEZ drafts every reply, so the actual accounting takes the time it should.

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Client emails drafted in your voice

Every reply uses your writing samples. Tone matches a CPA's, not a chatbot's. You approve, send, move on.

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Document-request reminders

"Still waiting on the K-1." EZ preps a follow up at 7, 14, and 21 days, politely, persistently. Each one goes out with your OK.

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Consults booked from chat

Client requests a call → EZ offers your real availability → confirmation goes out → calendar updated.

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Intake forms that don't suck

Branded intake page that asks the questions you'd ask. Files go to the right folder. New client greeting drafted automatically.

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Newsletter without writing one

Tax-deadline reminders, planning tips, year-end checklist · EZ drafts the newsletter, you approve. Quarterly or monthly.

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Your client data stays yours

Your client data never trains a model, with an audit log on every action.

What it sounds like

EZ drafts. You approve.

Henderson still hasn't sent his Q3 bank statements.

smart_toy CRM

Drafted reply: "Hi Mark, hope all is well. A quick nudge: I still need your Q3 bank statements and the September card statement to close out the quarter. You can upload them straight to your secure folder. Anything I can help you track down?"

Approve to send?

Approve. And remind me Friday if nothing lands.