Who does AI automation for CPA firms in the Portland and Vancouver area?

Mike Moore, an independent consultant based in Woodland, WA, automates document collection, bookkeeping prep and client status updates for small CPA and bookkeeping practices from Portland to Seattle.

Can AI chase client tax documents for me?

Yes. It can send each client a list of what is missing, remind them on a schedule, and stop once the file is complete. Staff still review what comes in.

Is it safe to use AI with client tax data?

It can be, with the right tools and limits. Use business tools with clear data terms, follow your written information security plan, and remember section 7216 limits on using return information.

When should a CPA firm start an AI project?

Right after busy season. Map the process in late spring or summer, build and test in the fall, and run it the next season.

AI automation for CPA firms and bookkeepers

AI automation for small CPA firms and bookkeeping practices: chasing client documents, bookkeeping and categorization prep, and busy-season status updates, with a person reviewing the books.

Small accounting practices spend a surprising share of every busy season chasing paper. I help firms automate the chasing, sorting and status updates so staff time goes to the actual accounting.

Where the time goes

Document collection. Chasing W-2s, 1099s, statements and receipts, client by client.
Bookkeeping prep. Categorizing transactions, matching receipts and flagging the odd ones.
Status updates. Answering “where is my return?” during the busiest weeks of the year.

What I set up

Personalized document request lists and polite reminders that stop when the file is complete
Incoming documents named, sorted and filed to the right client folder
Draft categorizations and reconciliation flags for a person to review
Status updates drafted from your workflow tool for staff to send

Client data

Tax return information has its own rules. Paid preparers must follow IRS data security requirements, including a written information security plan (see IRS Publication 4557), and IRC section 7216 limits how return information is used or disclosed. I keep client data in tools you approve, write the access limits into the plan, and leave the professional judgment to you.

How it works

Process audit. I sit with the people who do the work, map where the hours go, and rank the tasks worth automating. You get a short written plan. Small offices can start with the half-day starter instead.
First build. I build one automation inside the tools you already use. It only touches what it needs, a person approves anything that matters, every action is logged, and there is an off switch.
Training and care. Your team learns to run it in plain language. Care covers tuning and fixes after launch.

Pricing is on the home page.