AI for accounting, tax and bookkeeping firms that holds up in tax season
Document intake, email triage and an internal assistant with traceable sources, designed around IRC §7216 and running before tax season starts in January.
What firms like yours are paying for now
- Client-document intake: W-2s, 1099s, K-1s, bank statements and invoices read into structured data
- Email triage, with drafted replies that staff approve
- An internal procedures assistant that cites the firm's own policies and engagement letters
- Claude or ChatGPT connected to the practice stack for recurring compliance steps
Tools we connect to
- Karbon
- Canopy
- QuickBooks Online
- Xero
- Gusto
- Microsoft 365
- Gmail
Timing. Tax season starts in January. Work started in November is running by then. Work started in January competes with the busiest weeks of your year.
Three packages that fit, with example scopes
Document extraction pilot
Client-document intake for a small firm: W-2, 1099 and K-1 fields into your workpapers, with a review queue for uncertain values. Starts with a $750 proof on 10 documents.
Workflow automation (n8n, Claude, MCP)
Email triage in Karbon or Canopy: classify, draft a reply, staff approve before it goes out. $2,200 for 2–3 workflows.
Assistant that cites or refuses
A procedures assistant over your firm manual and checklists, citing the page for every answer. $1,200 starter, $3,000 full.
The rules we design around
And what each one changes in what we build.
| Rule | What it changes in the build |
|---|---|
| IRC §7216 | Tax-return information is used or disclosed only with the consent the rule requires. The consent step is built into intake, and return data doesn't go to a vendor you haven't cleared. |
| IRS Publication 4557 and the FTC Safeguards Rule | Your written information security plan has to cover the new workflow. We document where data goes, who can see it and how access is removed, in a form that drops into your plan. |
| A person on anything a client sees | Drafted replies and extracted figures are approved by staff before they reach a client or a return. |
We are engineers, not lawyers. These rules shape how we build; your counsel decides how they apply to you.
Tell us what you have and what is going wrong.
A 20-minute call, then a written scope with acceptance criteria and a fixed price within one business day. If it isn't a fit, we'll say so on the call.
Or email hello@destello.us or call (628) 202-5322. We reply within one business day.