CPA and accounting firms

Give your team more time for the work that needs their judgment.

SubAI builds and manages AI and automation for tax, audit and firm operations, helping your team chase less information and keep client work moving.

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Start with the process you want to improve.

Where is your team's time getting tied up?

These examples cover different parts of a firm's work. We start with the services you provide and the process you want to improve.

Tax preparation

Find what's missing before preparation starts

We can compare organizer answers, prior-year records and current uploads to identify missing information or conflicting answers. Your team gets a follow-up to review without asking clients for documents they already sent.

Audit work

Bring the supporting records to the audit team

We can match selected transactions with invoices, contracts and receipts, link findings to their sources, and flag missing or conflicting support. Your auditors assess the evidence and decide what needs further work.

Firm management

Understand why an engagement went over budget

We can compare agreed scope with time records, revisions and deliverables to show where extra effort came from. Partners get supported findings to help decide what to change in the process, scope or billing.

Fit the automation to your practice.

We check your existing tools and the steps your team still handles between them. We confirm what can connect, agree on a useful first workflow, and test it with examples from your firm.

Your professionals keep the decisions that need their judgment. We manage the automation, maintain the agreed connections, and report what it completed, how well it worked and what needs attention.

See how it works

More ways to support your team.

The wider portfolio includes document coordination, filing readiness, review follow-up and workload reporting. Start with the recurring problem that matters most to your practice.

Explore the CPA firm portfolio (PDF)

Questions from CPA and accounting firms

Does this fit a tax-only or audit-only practice?: Yes. The examples show different possibilities, not a package you need to buy together. We scope the work around your services, systems and priorities.
Will AI make tax or audit decisions?: Your professionals decide tax positions, audit judgments and when work may be filed or released. Automation can gather records, compare information and prepare findings for review. We agree on the approvals each workflow needs.
How will we measure the benefit?: We choose measures that fit the work, such as documents ready for preparation, evidence correctly matched or review questions resolved. Where a baseline supports it, we estimate staff time freed up after accounting for review and corrections. That estimate is separate from confirmed reductions in spending.

What keeps your team from finishing the work?

Tell us where information, reviews or handoffs keep things waiting. We'll explore whether automation could help.

Book a discovery call

Start with the process you want to improve.