Placement proposal — Accounting & tax firms
Tax season, minus the missing-document chase.
Kepply's digital employees prepare tax organizers, track which client still owes which document, and answer “where’s my return” calls from your tracker. From $297 a month.
Tax and accounting advice, return preparation, sign-off and IRS contact stay with your team. Your practice management system remains the system of record.
Positions proposed
Duties
- Organizer drafts and a missing-item list for each return, tracked on a status board
- Peak-season calls answered with return status from the tracker; tax questions go to your team
- Engagement and intake packet drafts, with unsigned packets tracked
- Invoice drafts from engagements and time, with unbilled extension work flagged
- Monthly client question lists and categorization prep for bookkeeping clients
At a glance
We aim to have your digital employee live within 48 hours of your completed setup form, once everything required for your role and location is in place. For a Receptionist, live means answering your calls.
While your office sleeps
- 9:40 pmToday's client uploads filed to the right returns and the status board updated
- 1:15 amMissing-item lists drafted for every return still waiting on a 1099
- 6:30 amUnbilled extension work flagged on this morning's invoice drafts
Powered by AI, supervised by humans — your Kepply employee identifies itself as an automated assistant on every call and whenever asked.
Be our first accounting firm success story — we’re onboarding early-access clients now.