Bitskout: Streamlining Client Communication for CPAs

Bitskout revolutionizes client communication for accounting professionals by leveraging AI-powered agents to automate tedious information gathering. Our flagship agent, Sonny9, significantly reduces the time spent chasing client documents and clarifying information.

Features

• Automated Client Portals: Simply CC/BCC Sonny9 on email requests, and a personalized checklist portal is automatically generated for your client. This portal guides clients through the document submission process, requesting items like bank statements and tax forms.
• Real-Time Document Validation: Sonny9 instantly validates submitted documents, ensuring accuracy and completeness.
• Proactive Clarification: Based on document content, Sonny9 proactively asks clarifying questions, eliminating time-consuming back-and-forth emails.
• Customizable Questioning: Provide a brief description of your client (e.g., "Real estate, 5 properties"), and Sonny9 tailors its questions to their specific situation.

Benefits

• Save Time and Resources: Eliminate weeks of frustrating email exchanges, freeing up valuable time for CPAs and their teams.
• Improved Client Experience: Transform the document gathering process from a tedious chore into a quick and easy experience for clients.
• Increased Efficiency: Streamline workflows and reduce administrative overhead.
• Reduced Errors: Real-time document validation minimizes errors and ensures data accuracy.

Use Cases

• Ideal for CPAs, accounting firms, and tax preparers of all sizes.
• Streamlines client onboarding and tax preparation processes.
• Perfect for managing document requests for clients with complex financial situations.

Bitskout's Sonny9 empowers accounting professionals to focus on what matters most: providing high-quality service to their clients.