AI agents for accounting & CPA firms
Tax season without the chaos. IHS Flow agents chase documents, organize client files, process invoices, reconcile accounts and keep clients informed — securely and around the clock.
Where time and money leak today
Missing documents
Staff spend weeks chasing W-2s, 1099s and statements by email and phone.
Manual data entry
Invoices, receipts and bank data are keyed in by hand, with errors to match.
Seasonal crunch
Call and email volume spikes when your team has the least time.
Agents that keep every client file moving
Client Document Collection
Request, remind and collect documents; organize uploads by client and year.
Inbox & Client Questions
Answer routine questions and route the rest with a summary.
AP Invoice Processing
Extract, code, match and route invoices for approval, then post to the ledger.
Bank & Card Reconciliation
Match transactions, flag exceptions and prepare month-end schedules.
AR & Collections
Invoice reminders, payment follow-up and aging reports.
Deadlines & Scheduling
Filing deadline reminders, extension tracking and appointment booking.
Engagement Letters
Send, e-sign and track engagement letters and organizers.
Seasonal Reception
Answer overflow calls and book appointments during tax season.
Client Reporting
Scheduled financial reports and KPI packs delivered to clients.
Built for sensitive financial data
- Data hosted on IHS infrastructure in Houston & Dallas
- SOC 2 Type II controls operated by IHS
- MFA and role-based access per client and staff
- Preparer approval gates on anything that affects a return
- Full audit logs for your quality-control reviews
Common questions
Does it replace my staff?
Which accounting systems do you support?
Is client financial data secure?
Can we start with just one workflow?
Ready to put AI agents to work?
Book a free workflow analysis. We’ll map your processes, identify what AI can take over, and show you the time and cost you can recover — before you commit to anything.