For Accountants & CPAs

Bill for the Numbers, Not the Chase

Quarterly deadlines, K-1 chasing, "where's my refund?" replies, and 47 CCH notifications a day. alfred_ tracks the deadlines, drafts the requests, and routes the noise, so your billable hours stay billable.

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The Real Cost of the Document Chase

Roughly a third of every engagement is spent chasing documents you've already asked for, fielding "where's my refund?" emails, and triaging CCH/IRS/state notifications. That's not the work you charge for. It's the work that prevents the work you charge for.

30%

of engagement time chasing documents

Thomson Reuters
121

average business emails per day

Radicati Group, 2024
16

tax filing deadlines per business client per year

IRS / AICPA calendars
1 in 5

returns delayed by client document lag

Thomson Reuters

Scenarios You'll Recognize

The K-1 You Chased All Quarter

Before
You need a K-1 from a client's partnership to file. You email March 1. No response. You email March 14. No response. March 28: the filing deadline. You're calling, leaving voicemails. The client emails the K-1 at 4:47 PM. You file at 11:52 PM.
After (with alfred_)
alfred_ extracted 'K-1 needed for Henderson partnership' as a task on March 1 with a 7-day check-in. When no response came in by March 8, it surfaced in your Monday brief with 'overdue, follow-up suggested.' Drafted a polite nudge for you. K-1 arrived March 12.

The CCH Notification Pile

Before
Tax season. CCH sends a status-change notification every time a return moves states (e-filed, accepted, rejected, etc.). You have 80 clients. The notifications drown out actual client emails. You miss a 'where's my refund?' from a Tier 1 client for two days.
After (with alfred_)
alfred_ learned the CCH notification pattern in week one. It now routes them to a 'CCH Status' folder automatically, with rejected returns flagged in your morning brief. Your inbox shows client emails only. The 'where's my refund?' surfaces in 8 minutes, not 2 days.

The Deadline That Snuck Up

Before
Quarterly estimated payments due April 15. Sales tax due April 20. Form 5500 due July 31. You meant to look at the master schedule last week. You didn't. April 14, 10 PM: a client texts asking if their Q1 payment 'is taken care of.' You spend the night confirming.
After (with alfred_)
alfred_ knows your firm's deadline calendar. It surfaces upcoming filings in your Monday brief 14, 7, and 3 days out. April 1 brief opened with 'Q1 estimated payments due in 14 days, 47 clients to confirm.' You started the chase a full month earlier.

How alfred_ Works for CPAs

Quarterly + Monthly Deadline Reminders

Tell alfred_ your firm's deadline calendar once: Apr 15 / Jul 15 / Oct 15 / Jan 15 estimated payments, sales tax on the 20th, whatever your cadence is. Reminders surface in your brief 14, 7, and 3 days before. You stop discovering filings on the morning they're due.

Client Document Request Drafts

When you need a K-1, a 1099, a P&L from a client, alfred_ drafts the request email in your voice. If no response in 7 days, it surfaces in your brief as 'follow-up suggested' with a draft nudge ready.

Auto-Routed Notifications

CCH, Drake, ProSystem fx, IRS notifications, state filings, alfred_ learns the patterns and routes the noise to folders, surfacing only what needs your attention (rejected returns, audit notices, expedited deadlines). Your inbox shows client emails again.

"Where's My Refund?" Drafts

The most common client email you get during tax season. alfred_ drafts the routine status reply (e-filed on X, IRS processing typically takes Y, refund expected by Z) pulled from your most recent activity on that return. One tap to send.

The Math

A part-time admin assistant runs $1,500-$3,000/month. A seasonal contractor adds another $3,000-$8,000 during busy season.

$24.99/mo

Same coverage, busy season or not. Pays for itself in 5 minutes of billable time per month.

Get Started

Stop Chasing Documents Start Closing Books

Setup takes 2 minutes. alfred_ starts triaging tonight. Full refund if it doesn't return multiples of what you paid.

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Frequently Asked Questions

Does alfred_ integrate with CCH / Drake / Lacerte / ProSystem fx?

Not as a deep integration. alfred_ sits on top of your email and calendar (Gmail or Outlook). If your tax software sends notifications to your inbox (CCH, Drake, ProSystem all do), alfred_ triages those alongside everything else. The actual return preparation stays in your tax software.

Tax season inbox volume, can it scale?

Yes. alfred_ is built to handle high-volume inboxes (300+ emails/day is a normal user). During busy season, the auto-routing of vendor notifications is where most CPAs see the biggest time saving, your inbox stops being 80% noise.

Client data security and IRS compliance?

alfred_ uses OAuth (never sees your password), AES-256 encryption, and per-user data isolation. Your client emails are processed in memory for triage, not stored or used to train AI models. For PII-heavy workflows (W-2s, SSNs in email attachments), you keep the same control you have now, alfred_ doesn't change your existing data-handling posture.

How does it know which client an email relates to?

alfred_ reads sender + subject + thread context to link related correspondence. If a client emails from their personal Gmail about their LLC, alfred_ picks up the LLC name from the subject line or thread. The more you use it on a given client, the better it gets at routing their future emails.

Worth $24.99/month vs my admin assistant?

A part-time admin assistant runs $1,500-$3,000/month. They handle a specific list of tasks during business hours. alfred_ handles the email triage, deadline tracking, and client-request drafting at 1% of that cost, 24/7. Many CPAs use both: alfred_ for the coordination, the assistant for tasks that need human judgment (client calls, document review).

Will it send a draft without my CPA review?

Never. alfred_ drafts replies and queues them for your review. One tap to send, edit to modify, skip to ignore. Especially for client tax correspondence, every word goes out under your name only after you've seen it.