Stop chasing documents. Start closing files.
We install agents that follow up on missing client documents, track filing deadlines, and triage repeat questions. They draft and assist. Your team reviews, and professional judgment stays with you.
Three moments that cost CPA firms business.
The fortieth reminder
In March the same missing-document reminder goes out by hand again.
Hidden deadlines
A filing deadline hides in one client's file.
Repeat questions
A client asks what you need from them, again.
Built for how CPA firms actually work.
We connect to the tools you already use, take over the repetitive first steps, and add the agents below for your field.
Give your staff a partner that chases down missing documents like W-2s and 1099s during your busiest season, so your preparers spend their time on the return, not the paperwork trail.
It starts with the DMM Diagnosis: where your business stands today, how potential clients find you, where they drop off, and how often current clients come back. The depth scales with your plan, and it decides which tasks the agents take on first. People stay in charge of every decision that matters.
Document-Chasing Agent
Follows up with clients for missing documents on a schedule.
Compliance & Deadline Calendar Agent
Tracks filing deadlines across your roster and flags what is at risk.
Client FAQ Triage Agent
Handles repeat questions such as what you need from a client, and escalates anything that needs a real answer.
Onboarding & Engagement Letter Agent
Drafts engagement letters and manages onboarding steps for a partner's review and signature.
Start with a clear picture of your client base.
We start by looking at how prospective clients find you during and outside tax season, where inquiries stall, how many returning clients refer others, and how you compare with other firms competing for the same clients, then size the plan to match.
The depth scales with your engagement, from a focused snapshot to a full competitive teardown.
What the research says about AI in CPA firms.
Industry research from third-party sources, linked on each figure. These are sector trends, not DMM client results, and some surveys were run by software vendors.
Good fit
- Managing a large client roster, especially during tax season
- Staff spending real hours chasing documents and answering repeat questions
- Onboarding new clients regularly
- Comfortable with agents drafting, while your team reviews and signs off
Not the right fit yet
- Looking for an agent to prepare or file returns unsupervised. This isn't that
- Very small client base with no repetitive-communication bottleneck
- No document portal or practice management system to connect to
Questions from CPA firm owners.
How can a CPA firm win more clients outside of tax season?
Stay visible all year and make it easy to start. DMM plans local search, advisory-focused content, email and referral campaigns so prospective clients find you before deadlines hit, then adds agents that answer questions and onboard them. Your diagnosis shows where inquiries arrive and where they stall.
Can an AI agent chase client documents for us?
Yes. A document-chasing agent sends polite, timed reminders for missing items, answers simple status questions, and tells your staff who is still outstanding. Your team decides what is needed and reviews anything that affects a filing.
Does the agent give tax advice?
No. Agents draft, track and follow up. They never give tax or filing advice, and anything requiring professional judgment is escalated to your team, so clients always hear from a qualified person on those questions.
Who is responsible if an agent gets something wrong?
Your firm remains responsible, so every agent output is designed to be reviewed by your team before it reaches a client or a filing. People stay in control of every decision that carries liability.
How is client data protected?
Agents work only with the information your firm chooses to connect, inside your existing systems. We design data handling around your confidentiality obligations and confirm it with you before launch, and your firm decides what is never shared.
Can it connect to our practice management and document portal?
In most cases, yes. The Corestack connects to the practice management and document tools most firms already run. We confirm compatibility during your diagnosis, before any build starts.
What does it cost to work with DMM?
We quote after your diagnosis, because cost depends on your client roster and tools. AI agents come in three tiers, Foundation, Growth and Full Journey, each with a one-time setup fee and a monthly retainer. Marketing services are scoped separately.
See what agents could do for your firm.
Digital marketing, creative, lead generation, AI agents, reporting and communications, planned as one bundle.
Want a second opinion first? Send a short note about your business and we will reply with a plain-language suggestion.