Accounting practicesare among the 250+ businesses on alfred_
An AI tool for accountants.It makes sure nothing slips.
alfred_ is an AI assistant for the partner at a small practice in tax season. It tracks the client emails you owe an answer and the documents you're still waiting on, and writes the reply when you ask.
Start free trial- Nothing sent without approval
- Works with Outlook and Gmail
- 7-day free trial
and 30+ more
Tax season. Nothing slips.
The client emails you owe, and the documents you're waiting on.
Every client email, flagged.
alfred_ reads your Outlook or Gmail as mail comes in and flags the emails that need your answer, in one list.
The documents you're waiting on.
Pulled from your sent mail: the client you asked for a W-2 last week, the engagement letter still unsigned. Anyone who went quiet stays in view.
Ask for a time or a reply.
Ask alfred_ between client calls. It checks your calendar, offers a time and writes the reply. Nothing goes to a client until you approve it.
A brief each morning.
By email or text: what needs you, what you're waiting on and what's on the calendar today.
What it does. What it doesn't.
alfred_ handles email, calendar and follow-ups with your clients. It does not prepare or file returns, and it sends nothing without your approval.
“As a solo business owner, I feel like I finally have an assistant to assist with one of the most challenging aspects of my business, which is dealing with all of the emails.”
Solo owner, alcohol-industry compliance consultancyGmail and Outlook on alfred_ since June
Private. Approved. Yours.
Client email stays private to you, and your approval stays required.
Nothing sends without you
alfred_ writes the reply or the invite. It goes out only after you approve it.
Sign in with Google or Microsoft
You connect Gmail or Outlook through their official sign-in. alfred_ does not see your password.
Disconnect at any time
Remove a connected account whenever you choose. You pick which accounts alfred_ reads.
Nothing slips through the cracks.
Connect Gmail or Outlook, and alfred_ starts on the next email that comes in.
Works with Gmail, Outlook, Google Calendar, Slack, Teams, HubSpot, Salesforce
Notes from Friday’s call