- WorkFast
- Industries
- Accounting Firms
AI Workforce for Accounting Firms
Chase client documents, book meetings, answer routine questions and collect fees — so tax season is about the work, not the admin.
Pain → work → employee → result
| Where it leaks | The work | Who does it | What changes |
|---|---|---|---|
| Clients who never send their documents | Tasks created | AI Operations Manager | Make sure promised work happens, on time. |
| Routine questions by email all day | Answered from your material | AI Support Rep | Answer customers before they have to chase you. |
| Meetings arranged by email tennis | Times offered from your calendar | AI Meeting Assistant | Make every meeting happen, and make something happen after it. |
| Fees collected late | Friendly reminder before due | AI Finance Manager | Take every sale from invoice to money in the bank. |
Your recommended AI workforce
For most accounting firms, these come first. WorkFast tailors it to your business when you give it your website.
A day with your AI workforce
Every month your AI Operations Manager asks each client for the documents you need, reminds the late ones and tells you who’s still missing.
What is this costing you?
Put in your own numbers. This is an estimate from what you enter — not a promise, and not anyone else’s results.
Questions owners ask
Can it chase documents monthly?
Yes — that’s one of the routines it runs.
Is hiring really free?
Yes. All 25 AI employees are free to hire. You pay for the work they do, with a monthly plan from the plans on our pricing page; your first month is half price.
Will it do things without asking me?
Only what you allow. Anything with a price, anything unusual and anything emotional comes to you first.
How long does setup take?
A few minutes: give WorkFast your website, answer a few questions, and it recommends your workforce and calls you to show how it works.
What happens when you hire your AI workforce
- Tell WorkFast your website.It reads your business and finds where work and money slip.
- Meet your AI.Name it, and it calls your phone so you hear it work — you play the customer.
- Switch on.Your AI employees start on the work you already have. Hiring is free; you pay for work done.