AI Year-Round Tax Planning Insights
AI analyzes client financial patterns from bookkeeping data and generates quarterly mini-advisory reports with tax liabi
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
AI analyzes client financial patterns from bookkeeping data and generates quarterly mini-advisory reports with tax liability estimates and optimization suggestions.
How It Works
1
Quarterly
March, June, September, December
2
Qualifies?
Active bookkeeping/advisory with sufficient data
3
AI Analysis
YTD income, expense trends, estimated tax, optimization opportunities
4
CPA Review
Assigned CPA reviews and adds commentary
5
Insight Report
Visual report: snapshot, estimate, opportunities, action items
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.