Bill for the numbers.Not the chase.
You chase documents you needed weeks ago and deadlines sneak up mid-season. alfred_ tracks the filings, drafts the client requests, and clears the notification noise.
- 2-minute setup
- No credit card
- You approve every send
The chase behind the return
The return takes an hour. Chasing the K-1, confirming the deadline, and answering "where's my refund?" for the fifth time is what actually eats your season.
Three seasons every CPA has lived
Here is what each one looks like once alfred_ is tracking the season.
You email March 1 for a K-1. No response. March 14, no response. March 28, the deadline, you're leaving voicemails. The client emails it at 4:47 PM. You file at 11:52 PM.
With alfred_, 'K-1 needed for Henderson' was a task on March 1 with a 7-day check-in. When no reply came by March 8, it surfaced in your brief with a drafted nudge. The K-1 arrived March 12.
Tax season. CCH sends a status notification every time a return moves states. 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.
With alfred_, the CCH pattern was learned in week one and auto-routed to a folder, with rejected returns flagged in your brief. Your inbox shows client emails only. The refund question surfaces in 8 minutes, not 2 days.
Q1 estimated payments due April 15. Sales tax April 20. You meant to look at the master schedule last week. April 14, 10 PM: a client texts asking if their Q1 payment "is taken care of."
With alfred_, upcoming filings surface in your brief 14, 7, and 3 days out. The April 1 brief opened with "Q1 estimated payments due in 14 days, 47 clients to confirm." You started the chase a month earlier.
How alfred_ keeps the season on track
Tell alfred_ your firm's deadline calendar once. Reminders surface in your brief 14, 7, and 3 days before. You stop discovering filings on the morning they're due.
When you need a K-1, a 1099, a P&L, alfred_ drafts the request in your voice. No response in 7 days? It surfaces as "follow-up suggested" with a nudge ready.
CCH, Drake, ProSystem fx, IRS, state filings, alfred_ learns the patterns and routes the noise to folders, surfacing only rejected returns, audit notices, and expedited deadlines. Your inbox shows client emails again.
The most common client email of the season. alfred_ drafts the routine status reply (e-filed on X, IRS typically takes Y, refund by Z) from your recent activity. One tap to send.
Connect your email in 2 minutes. alfred_ starts tracking your filing calendar, drafting document requests, and clearing the notification noise, before next season starts.
Open alfred_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. If your tax software sends notifications to your inbox (CCH, Drake, ProSystem all do), alfred_ triages those alongside everything else. The return preparation stays in your tax software.
Tax season inbox volume, can it scale?
Yes. alfred_ is built for high-volume inboxes (300+ emails/day is normal). 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 isolation. Client emails are processed in memory for triage, not stored or used to train AI models. alfred_ doesn't change your existing data-handling posture.
Will it send a draft without my CPA review?
Never. alfred_ drafts replies and queues them for your review. Especially for client tax correspondence, every word goes out under your name only after you've seen it.
Is my email safe with alfred_?
alfred_ uses OAuth 2.0 (never sees your password), AES-256 encryption, and user-level data isolation. You review every draft before it's sent, and your data is never used to train AI models. See our security page for full details.