Your Clients Pay for Your Judgment, Not Your Typing.
Accountants spend too many hours on tasks that don't require CPA-level expertise: researching tax code changes, drafting client emails, extracting data from documents, and monitoring regulatory updates. RunTheAgents gives you an AI assistant that handles the groundwork.
How Accountants Work Today vs. With AI Assistance
Without AI Assistance
- Manually researching tax code changes and IRS publications
- Writing every client email from scratch
- Extracting data from receipts and statements by hand
- Checking regulatory sites for updates periodically
- Spending tax season evenings on low-value admin tasks
With RunTheAgents
- AI researches tax code changes and summarizes relevant updates
- Draft professional client emails in seconds
- Assistant extracts and structures data from documents
- Automated monitoring of regulatory and compliance updates
- Reclaim 2+ hours daily for advisory work and client relationships
What Accountants Use the Assistant For
Tax Research
Ask your assistant to research specific tax provisions, summarize IRS guidance, or explain how a recent tax law change affects your clients. It browses IRS.gov, tax publications, and professional resources.
Client Communication
Draft emails for document requests, filing status updates, estimated payment reminders, and advisory recommendations. Professional tone, consistent quality, minimal effort.
Data Extraction
Feed your assistant documents, statements, and forms. It extracts key financial data points, organizes them, and formats the output for your working papers or tax software.
Regulatory Monitoring
Stay current on changes from the IRS, state tax authorities, and financial regulatory bodies. Your assistant monitors official sources and summarizes what matters for your practice.
Engagement Letter and Proposal Drafting
Generate professional engagement letters and service proposals based on the client's situation. Your assistant researches standard terms and creates a starting point for your review.
Get Started for Your Practice
Connect Your Preferred Channel
Many accountants use WhatsApp for quick, mobile research queries during client meetings, and Slack for detailed tasks at their desk.
Set Up Tax Season Workflows
Share your common client communication templates and research needs. The assistant adapts to your practice's terminology and style.
Delegate Research First
Start by asking the assistant to research a tax question or summarize a new regulation. You'll immediately see the time savings compared to manual research.
Expand to Client Communication
Once comfortable with research quality, have the assistant draft client emails, document request lists, and filing reminders. Your practice runs more smoothly.
Accounting Scenarios
Tax Season Crunch
A client calls with a question about the home office deduction for their LLC. Instead of spending 20 minutes on the IRS website, you ask your assistant: 'Summarize the current home office deduction rules for single-member LLCs, including the simplified method.' You get a clear summary in under a minute.
New Client Onboarding
You're onboarding a restaurant owner. The assistant researches industry-specific tax deductions, compiles a document request checklist tailored to restaurants, and drafts the initial engagement letter. Onboarding that took 3 hours now takes 45 minutes.
Advisory Opportunity
A client mentions they're considering an S-Corp election. Your assistant researches the current self-employment tax savings analysis, state-specific considerations, and reasonable compensation guidelines. You deliver informed advice in the same conversation.
Frequently Asked Questions
Related Pages
Ready to get started?
Deploy your own OpenClaw instance in under 60 seconds. No VPS, no Docker, no SSH. Just your personal AI assistant, ready to work.
Starting at $39.95/month. Everything included. 3-day money-back guarantee.