AI setup and support for CPA firms
Everything starts with a free workflow audit. From there, we set up AI tools that take repetitive work off your team's plate, then keep them running through every tax season.
Start with a free workflow audit
Before we suggest any tool, we learn how your firm actually runs. We talk through where your team's time goes, in tax season and out, and what you'd love to stop doing.
- A relaxed conversation, not a sales pitch
- A plain-language list of where AI could help, in the order we'd tackle it
- Free, with no obligation to work with us
Where AI could help first
- Start here
Missing-document reminders
Set up before tax season starts
- Next
Client status replies
Drafts for the questions you get most
- Later
Meeting notes and follow-ups
Summaries after every client call
Done-for-you setup
We set up AI tools around the software and inbox your firm already uses. No new system to learn, and nobody on your team needs to be technical.
Workflows firms often start with
- Missing-document reminders
- Client status replies
- Meeting scheduling
- New client onboarding
- Sorting incoming files
- Meeting notes and follow-ups
We map the workflow
We write down exactly how the task works today: who does it, what goes in, and what comes out.
We set it up
We connect the tools, write the instructions in your firm's voice, and set clear points where a person reviews the work.
We test it on real work
We run it alongside your team and adjust it until it handles your real client work the way you want.
We train your team
A short, plain-English walkthrough, plus a simple guide your team can come back to.
Connects to the software your firm already runs on
Your team shouldn't have to learn a new system. We set up AI around the tools you already use, so work moves between them instead of being retyped.
Tax software
Reminders and status updates follow where each return actually stands in your tax prep software.
Practice management
Clients, deadlines and tasks stay in the system your firm already tracks them in.
Bookkeeping and accounting
Categories and client questions start from the books your team already keeps.
Client portals and e-signature
Document requests and signatures go through the portal your clients already know.
Email and calendar
Drafts land in your team's inbox for review, and meetings land on your calendar.
Payroll
Deadline reminders built from the payroll schedules you already run.
Every firm's setup is different, so we confirm exactly what connects during your free audit. If a tool can't connect safely, we'll tell you plainly.
Monthly AI support
AI tools change fast, and tax season is no time for something to break. Monthly support means someone looks after your setup all year, and you have a real person to ask when you're stuck.
Fixes when something breaks
If a workflow stops working, we find out why and fix it.
Help through tax season
Extra attention in the busiest weeks, when your team can least afford a hiccup.
Tune-ups as tools change
When the AI tools update, we check your workflows still do what they should.
New workflows as you grow
Once the first workflows are running, we work down your audit list and add the next ones.
Add your client list. Elbow Room keeps up with the rest.
We're building software that takes over the daily upkeep of a CPA firm's client work. You add your clients once, and it keeps their information accurate, requests documents, and follows up until things come in.
Keeps client data accurate
Contact details, entity info and deadlines stay current, so your team isn't working from an old spreadsheet.
Requests documents on its own
Each client is asked for exactly what's missing, on the rhythm of their work: annual, quarterly or monthly.
Follows up so your team doesn't have to
Reminders keep going until documents arrive, and you can see who's still outstanding at a glance.
Until it launches, our team does this work for you. Your free audit is the place to start either way.
Your clients
Sample view- Harper householdAnnual return1099-INT requested
- Oak Street Bakery LLCMonthly booksUp to date
- Reyes PartnersQuarterly K-1sSecond reminder sent
- Lin Dental PCPayroll filingsUp to date
How we handle client data
Tax preparers are required to keep a written information security plan to protect client data. Every workflow we set up is planned with that in mind, from the first conversation.
We map the data first
Before setup, we write down what client information each workflow touches and where it goes.
You approve every tool
Nothing gets connected to client data without your sign-off.
People review what goes out
AI drafts. Your team checks anything before it reaches a client.
It fits your security plan
We go through how each new tool fits into your firm's written security plan, so you can keep it up to date.
We work alongside your IT and compliance advisors, not in place of them.
How pricing works
Every firm is different, so we don't publish prices. Here's how it's structured.
Workflow audit
Free
A conversation and a plain-language list of where AI could help. No obligation.
Setup
One-time project
Quoted after your audit, based on the workflows you choose. You'll know the cost before work starts.
Monthly support
Monthly fee
Quoted alongside your setup, so you see the full picture up front.
Get your free AI workflow audit
Tell us a little about your firm. We'll reach out to set up a time to talk through your week and where AI could help.
- A relaxed conversation, not a sales pitch
- A plain-language list of where AI can save you time
- Free, with no obligation to work with us