Your team finishes the client call. The tasks and follow-up are already drafted.
We build a custom system in your own accounts. It drafts the document chasers, call notes and client replies. A named person on your team approves each one. Best set up before tax season.
- Free audit and a written quote
- Built in accounts you own
- A person approves everything
- Call notes→ your practice toolApprove
- Task: 1099 subcontractor W-9→ your practice toolApprove
- Task: set up books for new payroll→ your practice toolApprove
- Missing-documents reminder→ draft emailEdit
Three jobs we build first.
Each one is drafted for you and approved by your team. The audit tells you which matters most at your firm.
Missing-documents chaser
Today
Someone checks each client’s checklist, then types another reminder asking for the same forms.
What we build
It reads the client’s checklist in your practice tool and drafts a personal reminder listing exactly what is still outstanding.
Glances at the list, sends it yourself.
After client calls and meetings
Today
Notes, tasks and the follow-up email get written hours later, or not at all, once the day fills up.
What we build
Call notes, tasks with owners, and a follow-up email draft, saved into your practice tool after approval.
Edits the tasks, approves the notes.
Client inbox sorting
Today
Attachments arrive in a shared inbox and get filed late, to the wrong job, or forgotten.
What we build
Each attachment is matched to the right client and job, filed in the practice tool, with a reply drafted back.
Confirms the match, approves the reply.
A made-up call, start to finish.
Every name, number and company below is invented. Watch the facts get picked out, then approve the drafts yourself.
On the free audit we run one of your real calls through it, with your fields and your templates.
Book a free build auditWhat does the typing-up cost you now?
Move the sliders to match your team. Nothing leaves your browser unless you book.
Your own arithmetic: people × items a day × minutes × 5 days, over 48 working weeks. It is not a promise of what a build saves; the free audit measures one real day and tells you which part is worth automating.
Get these numbers checked on a free auditFrom a free call to a working system.
No subscription to learn, no new software for your accountants and bookkeepers. We build it once, for your firm, and hand you the keys.
- FREE
Free audit call
30 minutes. Walk us through one person’s day after their calls and emails. We map where the admin time goes.
Written scope and quote
A day or two later: the jobs worth automating first, what each draft will say, the test it must pass, and one fixed price.
Built in your accounts
We build in hosting and AI accounts you own, connected to your system and mailbox, on test records first.
Live after a written test
It goes live when it passes the acceptance test you agreed. Your team approves every draft from day one.
What the free audit gives you, even if you stop there
- A plain map of where your team’s admin hours go each week
- The one to three jobs worth automating first, and the ones that aren’t
- A written scope and a fixed quote, yours to keep
It drafts. Your people decide.
A person approves everything
Nothing is saved or sent until a named person on your team clicks approve. Every approval is logged.
Your accounts, your data
It runs in hosting and AI accounts you own. You can revoke our access at any time.
Checked against the source
Every fact in a draft is traced back to the call or email. Anything it can’t back up is flagged, never guessed.
Admin only
It never scores, ranks or decides anything about a person, a policy, a case or money.
- What it will never do
- It never gives tax or accounting advice. Your people do.
- It never files or submits a return. A person does that.
- It never moves money or approves a payment.
- It never touches bank logins or asks clients for them.
Your IT person or counsel will want the detail: how it’s built, where data goes and what we never touch →
Straight answers.
Anything else, ask on the call. If a build isn’t worth it for your firm, we’ll tell you.
Does it work with Karbon or TaxDome?
We check your plan’s API access on the audit call. Where your system has no way in, drafts land in your inbox or as a task for someone to paste. We do not claim a partnership with any vendor.
When should we start?
Before tax season. Build and testing take time, and nobody has room to learn a new workflow in March. Starting in the fall means the system is live when the checklists fill up.
Will it send chasers to clients on its own?
No. It drafts the reminder and a person on your team sends it from their own email. The list of what is outstanding comes from the checklist in your practice tool.
Does it see our clients’ tax data?
Only what it needs for the job, inside accounts you own. We agree the exact scope on the audit call and write it down. It never touches bank logins.
What does it cost?
Every build is quoted after the free audit, as one fixed price in writing, because the work depends on your systems and how many jobs you want covered. The audit costs nothing, and the written scope is yours whether or not you go ahead.
Where does our data go?
It stays in accounts you own: your hosting, your AI account, your system of record and your mailbox. We work inside them with access you can switch off at any time. Call text is redacted where it isn’t needed and deleted on a schedule you set.
What if it gets something wrong?
Each draft is checked against what was actually said or written, and anything it can’t back up is flagged rather than guessed. A named person approves every item before it’s saved or sent, so a wrong draft is corrected, not filed.
Book 30 minutes. Leave with a plan.
Pick a time on the right. Bring one of your accountants and bookkeepers’s typical days, and we’ll show you where the hours go.
- 30 minutes on Zoom or Google Meet
- An honest answer on whether a build is worth it for you
- A written scope and fixed quote afterwards, free
- No pitch deck, no follow-up sequence
Rather email? neo@afterclerk.com