AI Agents for
Accounting Firms

Yes. Deadline communication is one of the first things firms automate, because it’s high-stakes and completely repeatable. Your AI Executive Assistant is briefed on your full lodgement calendar and sends structured reminders ahead of each deadline — what’s due, what the client needs to provide, and how to send it. You set the schedule: for example, a first reminder four weeks out, a second at two weeks, and a final notice in deadline week, each listing the client’s outstanding items. Sequences pause automatically once a client has submitted, so nobody is chased for documents you already hold. During your busiest periods, this is the difference between the team sending hundreds of manual reminder emails and sending none — a large share of the 15+ hours a week firms save at tax time comes from exactly this.

Document chasing follows a simple loop: request, remind, consolidate, notify. Your AI Executive Assistant sends each client a personalised request with a clear checklist — bank statements, receipts, contracts, whatever the engagement needs — tied to its lodgement deadline. If nothing arrives within your set timeframe, follow-ups go out automatically, each referencing only the items still missing. When a client submits, you receive a notification and their files are consolidated and ready for your team to action. Consider the classic mid-season scenario: twelve clients missing documents with deadlines approaching. Manually, that’s a dozen chase calls your team has no time for. Automated, every client is chased on schedule — and since 80% of document delays happen simply because clients don’t know what to provide or when, a clear checklist and a timely nudge removes most of the problem outright.

Your AI employees communicate in your firm’s voice — professional, knowledgeable, and client-focused. Many firms introduce their AI team as their client services team. You choose your disclosure approach; most clients respond positively to prompt, helpful responses regardless of how they’re delivered.

Yes. MAX maintains scheduled communication with your referral network — financial planners, mortgage brokers, solicitors, and other professionals who send business your way. You define the contact frequency and content type, and MAX handles the outreach consistently.

Most firms are fully live within 3–5 business days. Your onboarding manager handles all integrations and works through your briefing step by step — covering your service offering, client types, lodgement calendar, and communication style. No technical knowledge required.

Australian accounting firms drown in calls at exactly the wrong times — BAS deadlines, tax season, year-end. Sevenfold’s AI for accounting firms fits practice workflows: client calls answered, appointments booked, documents chased, and deadline reminders sent — so the phones don’t decide your team’s day. Sevenfold also operates infrastructure across Australia, Singapore, Europe and the US — having infrastructure closer to your customers and team can help reduce network latency, which is particularly relevant for real-time AI phone conversations.

Sevenfold answers client calls, books appointments, chases outstanding documents, and sends BAS and tax deadline reminders — while your accountants stay in the work. It’s configured around your firm’s processes, terminology and the rhythm of your compliance calendar.