AI systems for accounting and tax firms
Less data entry and chasing. More time for the advice clients pay for.
Prefer to talk it through? Book a call
Where the time goes in accounting and tax
What we hear most often from accounting firms, before anything gets built.
Bank feeds and receipts eat the week
Juniors spend their hours categorising, matching and chasing missing paperwork instead of reviewing it.
Every deadline lives in someone's head
Filing dates, extensions and client reminders sit across calendars, spreadsheets and inboxes.
Busy season caps how many clients you take
When the team is full, new work waits or gets turned away.
Six systems we'd build for accounting firms
Each one is built around the tools you already use, then run by the team that built it.
Auto-Invoicing & Bookkeeping
Transactions categorised and matched as they arrive, invoices out on time and the books current at month end.
Invoices out on time. Books up to date.
Hands-Free Client Onboarding
Engagement letters, ID checks and the documents you need, collected through one link before the first meeting.
One link. Every form, file and signature.
Compliance & Deadline Alerts
Every client's filing dates in one place, with reminders sent to clients and staff well ahead.
Every date in one place, with reminders.
Automatic Client Reports
Management packs built from the ledger each month, with first-draft commentary ready for review.
Figures update. Commentary drafted for you.
Can you confirm what I owe for this quarter's VAT?
Hi Dana, it's £3,412, due 7 November. Your return is ready for your approval.
Perfect, thank you.
AI Inbox Assistant
Client questions sorted by urgency and replies drafted from your own answers, so tax season inboxes stay under control.
Every message sorted, every reply drafted.
One-Click Paperwork
Letters, schedules and standard forms filled from the client record instead of retyped.
Your templates, filled from your own records.
Talk it through with the people who'd build it
A free call with the FirmAdapt team. Bring your questions and the tools you use today.
Field notes for accounting firms
Practical writing on AI in accounting and tax, from our blog.
Accounting tax
How AI Handles Multi-Currency Bookkeeping for International Small Businesses
Multi-currency bookkeeping used to require a dedicated accountant who specialized in foreign exchange. AI tools now automate conversion tracking, reconciliation, and reporting for small businesses operating across borders.
Basel IsmailApr 23, 2026
Accounting tax
How AI Handles Foreign Currency Translation for International Clients
Foreign currency translation is mechanical but error-prone. AI automation ensures accuracy and handles the accounting for translation adjustments.
Basel IsmailApr 21, 2026
Accounting tax
Automating Payroll Tax Credit Calculations: WOTC, ERTC, and State Credits
Payroll tax credits are valuable but require careful calculation and documentation. AI automates the identification and computation across your client base.
Basel IsmailApr 21, 2026
Questions & answers
Will this work with our practice software?
We build around the tools you already use, including your ledger, practice management and document storage. The working session maps what you have before anything is proposed.
Who reviews the work?
Your team. The systems prepare, match and draft; a person approves anything that goes to a client or a tax authority.
Where does client data live?
In your environment, under your controls. We do not warehouse, copy or store client data on our systems.
What does it cost?
Each system is scoped and priced against the manual work it retires. The working session and the PATH report are free.
See how this would work for your firm
Tell us where to send it and we'll record a short video demo for your business.