A client-specific intake pattern
A repeatable checklist with explicit variation points, not an assumption that every engagement is identical.
AI for Accounting firms
More room for review. Less chasing the file.
Explore automation for client intake, document checks, and close preparation without blurring client boundaries or professional responsibility.
The work behind the industryWhere the day
Where the day
gets held up.
Every client has a slightly different way of sending the same information. Your team needs consistent preparation, but also a reliable way to see where a client’s records differ from the expected process.
Sound familiar?
The same client documents are chased across inboxes, shared folders, and checklists.
A revised export arrives after review starts, and the team must work out which checks to repeat.
Colleagues need the firm's current procedure or template without searching old client files.
Practical places to put AI to workStart with a task
Start with a task
your team recognizes.
Open a workflow to see its inputs, prepared output, and review point.
Workflow 01
Close evidence
Collect the required files by client and period, with revised sources and missing evidence clearly marked.
See the inputs, work & handoff Workflow 02Payroll change review
Bring authorized changes into one restricted register, keeping conflicting details visible for the payroll owner.
See the inputs, work & handoff Workflow 03Engagement terms
Show changes to the returned letter beside the approved version, with unresolved terms ready for the partner.
See the inputs, work & handoff Workflow 04Firm knowledge search
Find the approved procedure and template with their source references and a route for conflicting guidance.
See the inputs, work & handoffA useful first projectOne workflow.
One workflow.
A concrete handoff.
Choose one repeatable client workflow and show where the standard checklist stops being sufficient.
Scope a first project ↗Project outline01
Prepare one client's close evidence pack.
Bring these inputs
- Approved ledger and bank exports
- Client and period identifiers
- The engagement's file checklist
- The prepared output
- A period-specific evidence index, an exception list, and draft questions for missing files.
- The person who reviews it
- The engagement senior reviews the pack and any client request.
- What we would test
- Replace an export after review begins. The pack should identify the earlier version and the checks that need another look.
Tangible work
What the team takes away.
Review-ready preparation
Structured document or reconciliation outputs with the evidence retained for a person to inspect.
An operating boundary
Access, client separation, retention questions, and reviewer responsibilities documented for approval.
Built for the settingThe details
The details
that shape the scope.
Client separation
Data, permissions, and outputs need clear client boundaries. Similar file names must not become shared context.
Period and version control
A late export or revised document can change the review. Preserve the source and period behind prepared work.
Professional judgment
Tax treatment, accounting decisions, and sign-off remain with the appropriate qualified person.
Test the awkward cases.
Test a file from the wrong client, an old period, and a correction submitted after review has begun.
The help behind the workflowChoose the work.
Choose the work.
Then the right service.
010203
Explore all services ↗Process automation
Connect client intake, the evidence checklist, and the engagement team's review queue.
Document intelligence
Extract document details and compare versions while keeping each finding attached to its source.
AI agents & knowledge
Make approved firm guidance easier to find, with client files kept outside shared knowledge.
A few useful answers
Before we begin.
Can we start with one client or engagement?
Yes. A first scope can cover one recurring task, one client's agreed sources, and one review owner. That makes variations and missing evidence easier to assess.
What should we bring to the first discussion?
Start with the engagement checklist and where the required files arrive. If sample review is agreed, a redacted ordinary submission and a revised or incomplete one are useful.
Is this an accounting or tax service?
No. These are potential software and workflow applications. Professional advice and engagement responsibility remain with the firm.
Who decides when the work is ready?
Your engagement owner checks the evidence, resolves open questions, and approves the next step.