OpenClaw for Accounting Firms
The AI assistant that handles client requests, deadline tracking, and document management while you focus on advisory work.
The daily grind that steals your time
These frustrations aren't just annoying—they're costing you money, clients, and peace of mind.
Tax season buries you in requests
Hundreds of clients need documents, have questions, want status updates. Your inbox becomes a warzone.
Deadline management is a nightmare
Extensions, quarterly estimates, payroll filings—each client has different dates. One miss is a penalty.
Document chasing wastes hours
You ask for W-2s, bank statements, receipts. Clients forget. You follow up. They forget again.
Client questions interrupt deep work
Simple questions—'Did you file?', 'What do I owe?'—pull you out of complex returns constantly.
What if you could eliminate all of this?
Real work, not just conversation
OpenClaw doesn't just answer questions—it takes action. Here's how it transforms your workflow.
Automated Document Requests
OpenClaw sends document checklists, follows up automatically, organizes received files by client.
Deadline Dashboard
All client deadlines in one view. Automatic reminders. Never miss a filing or extension.
Client Communication Hub
Answer routine questions instantly. 'Did my return file?' 'What's my estimated payment?' Handled 24/7.
Engagement Letter Management
Generate, send, and track engagement letters. Automatic follow-up on unsigned agreements.
Tax Research Assistant
Quick lookups on deductions, credits, and regulations. Summarized answers with citations.
Workflow Automation
Route returns through your review process. Track status. Alert on bottlenecks.
Custom capabilities can be configured for your specific workflow
“Tax season used to mean 80-hour weeks. Now my AI handles the client questions while I focus on the returns.”
— CPA
California
Ready to transform your accounting firms?
Book a free consultation. We'll assess your workflow, show you exactly how OpenClaw fits, and give you a clear path forward.
15-minute call · No commitment · See exactly what's possible