For US CPA, tax, and advisory firms doing $1M–$10M.

The average mid-size CPA firm is leaking $235K–$410K a year.

Senior staff re-searching IRS rulings already in a firm memo. 20% of capacity lost chasing client documents. Retainer clients quietly churning. Engagement letters going out cold.

Book the $1,000 AI Assessment →

~20-minute intake call. 48-hour report. Free 1-hour consulting call with our team after delivery. Save your firm $1,000 or more in the first month or we refund it.

Modeled on AICPA, Karbon, and Thomson Reuters firm-management benchmarks. The math is below.

AI agents for US accounting, tax, and advisory firms

Sanders AI serves CPA and advisory firms nationwide — multi-partner shops doing $1M–$10M in revenue, mostly retainer-based, balancing compliance season against year-round advisory. Headquartered in Birmingham, AL; clients across the United States.

The four leaks below show up in every mid-size firm we’ve modeled, whether the practice mix leans tax compliance, monthly close and CAS, or fractional CFO and advisory. The dollar amounts shift with your billable mix; the leaks don’t. The math is built on AICPA practice-management data, Karbon’s State of Accounting research, Thomson Reuters benchmarks, and CPA.com capacity studies. Run it against your own realization rate and headcount.

Where the money goes

Four leaks. Every firm has all four. Most managing partners only see one.

Sourced AICPA + Karbon benchmarks
$10M revenue baseline
01 / The tax-research grind

$85K–$140K

Your seniors are re-discovering things the firm already figured out.

Chargeable staff spend 4–6 hours a week searching the IRC, current regs, IRS publications, FASB pronouncements, and prior firm memos. Per AICPA's National MAP Survey, realization rate sits at ~85% — tax research is one of the biggest non-billable culprits.

What we ship A Document Copilot that answers natural-language questions across the IRC, Treasury Regs, IRS publications, FASB ASCs, state DOR rulings, and your firm's own memos — with cite-backs to the source paragraph.

02 / The document chase

$80K–$135K

Partners chasing W-2s and K-1s on day 80 of tax season.

Karbon's State of Accounting research shows 15–25% of theoretical staff capacity is lost to non-billable document chasing. Manual reminders go out, deadlines slip, partners get personally involved, scope blows up, and clients still file the extension.

What we ship A Client Document Chaser that runs the missing-doc cadence on autopilot — initial list, polite nudge, deadline language, escalation tier — and loops in the partner only when the client has actually gone silent.

03 / The retainer that walked

$40K–$75K

Most firms find out a retainer client is leaving when the cancellation email arrives.

Advisory and CAS retainers are sticky — until they aren't. By the time a client emails to "pause" the engagement, they've been mentally gone for 90 days. There's no early-warning signal in most practice-management stacks.

What we ship A Customer Health Monitor that watches partner-touch cadence, document-submission delays, billing-question frequency, and engagement-team tone — flags at-risk retainers 60–90 days before they cancel.

04 / The status churn

$30K–$60K

"Where are we on my return?" eats partner hours every week.

Clients call because nothing proactive ever went out. Each call interrupts a partner mid-engagement and chews into realization. Per Journal of Accountancy, proactive client communication is the #1 driver of retainer renewal — and nobody has time for it.

What we ship A Client Status Update Agent that auto-drafts engagement-milestone emails from Karbon, Canopy, or your DMS — partner approves and sends in one tap.

Add it up
$10M CPA firm · annualized · KPI-matrix point estimates

Add it up. Tax research, document chasing, retainer churn, and status calls are leaking $235K–$410K a year.

$235K–$410K

Tax research$85–140K
Doc chase$80–135K
Retainer churn$40–75K
Status churn$30–60K

That's the modeled range for a $10M CPA firm at 85% realization. Yours is probably different — bigger in one spot, smaller in another. The $1,000 AI Assessment finds out where, in 48 hours.

Book the AI Assessment — $1,000 →

~20-minute intake call. 48-hour report. Free 1-hour consulting call with our team after the report is delivered. Save your firm $1,000 or more in the first month or we refund the assessment fee.

What you get for $1,000

Four deliverables. One flat price. No upsells inside the assessment.

Total client time: ~80 min
Total delivery window: 48 hrs + your calendar
01 / ~20-minute intake call with Annie, our AI Intake Assistant
Included
02 / Custom 10-slide AI Assessment report — your four biggest leaks, dollar-quantified
48 hours
03 / Free 1-hour consulting call with our team after the report is delivered — ask any AI question
Included
04 / $1,000 first-month savings guarantee, or we refund the assessment fee
Guaranteed

The consulting call is open-agenda. Bring the report, bring a different AI question entirely, or bring nothing prepared. The hour is yours.

After the assessment

One flat monthly fee. All-inclusive. Sanders AI holds every key.

If you decide to move forward after the consulting call, Sanders AI runs the agents on a flat monthly subscription — one invoice, no API surprises, no per-seat creep. We hold every model key, every vendor subscription, every piece of infrastructure. You get the outcome on a CPA-firm budget, not a tech-stack invoice.

Two engagement tiers: Sanders AI Agents (subscription — we build, host, and operate the agents inside your practice) or Chief AI Officer Partnership (fractional executive embedded in your firm's leadership). Pricing is locked, not custom-quoted — the actual numbers come up on the consulting call after you've seen the report.

One thing we don't sell: project work that hands you the keys and walks. The agents have to be tended — tax law changes, your firm grows, integrations break. Sanders AI tends them.

The fine print

Outcomes vary by firm. Our only guarantee is the one on the AI Assessment — if AI does not save your business $1,000 or more in the first month after implementing our recommendations, email us and we refund the assessment fee.

Common questions

What managing partners ask before they book.

Sources: AICPA, Karbon, CPA.com
Journal of Accountancy, Thomson Reuters
What does the $1,000 AI Assessment include?

Four things. (1) A ~20-minute intake call with Annie, our AI Intake Assistant, walking through your client onboarding, document collection, tax research workflow, and retainer-client health. (2) A 48-hour written report quantifying your firm's biggest leaks with dollar ranges modeled on AICPA, Karbon, and Thomson Reuters benchmarks for your firm's revenue band. (3) A free 1-hour consulting call with our team after the report is delivered — open agenda, ask any AI question you want. (4) Our $1,000 first-month savings guarantee.

What is the free 1-hour consulting call?

After the AI Assessment report is delivered, you book an hour with the Sanders AI team. The agenda is open — work through the report, ask a different AI question entirely, or talk through AI strategy for your firm. It is not a sales pitch or a setup call. If you want to move forward with Sanders AI services after the consulting call, that is a separate conversation. The consulting hour is included with every $1,000 AI Assessment.

How is the $1,000 guarantee enforced?

If AI does not save your business $1,000 or more in the first month after implementing our recommendations, email us and we refund the assessment fee.

Can the Document Copilot search IRS publications, court rulings, and FASB pronouncements?

Yes. The Document Copilot indexes the IRC, current Treasury Regulations, IRS publications and revenue rulings, FASB pronouncements (ASCs), AICPA technical guidance, and your firm's own prior memos and engagement files. Answers come back with cite-backs to the source paragraph — your seniors can verify the source before they file. It sits on top of your existing Checkpoint or RIA subscriptions, not in place of them.

How does the Document Copilot handle PII and IRS Circular 230 confidentiality?

Three layers. First, we deploy on dedicated infrastructure — client data never trains a shared model. Second, queries and document content are encrypted in transit and at rest, with role-based access matching your firm's existing engagement-team boundaries. Third, the system keeps an audit log of every query and document touched, which satisfies Circular 230 §10.36 due-diligence documentation. We walk you through the exact stack on the consulting call.

What about state-specific tax rulings — Alabama, and other states we file in?

State tax authority sites (Alabama Department of Revenue, state CPA society guidance, multi-state publications) get indexed on the same stack as the federal sources. If your firm files in 12 states, all 12 state-DOR rulings sets get ingested. We can also load private letter rulings your firm has paid for, so they become firm-knowledge for everyone — not stuck in one partner's email.

Can it integrate with our practice management software — Karbon, Ignition, Drake, Lacerte, CCH?

Yes. The Customer Health Monitor and Client Document Chaser pull client status, engagement stage, and document checklists out of Karbon, Canopy, Ignition, or whatever practice-management tool runs your workflow. The Document Copilot can ingest from Drake, Lacerte, UltraTax, CCH ProSystem fx, and your DMS (SmartVault, ShareFile, etc.). We confirm the exact integration list during the AI Assessment intake — most major practice tools are supported.

How does Customer Health Monitor work for a CPA retainer model?

For retainer and advisory firms, the Customer Health Monitor watches signal patterns across each client: cadence of partner touchpoints, document-submission delays, engagement-team email tone, billing-question frequency, and time since the last value conversation. When a client's pattern matches the historical churn signature for your firm — slipping responsiveness, off-cycle scope questions, partner radio silence — it flags the partner-in-charge with a one-line action recommendation. Most firms find out a retainer client is leaving when the cancellation email arrives. This gives you 60–90 days of warning.

Other industries we serve

HVAC & Home Services · Manufacturing & Metal Fab · Specialty Construction & Trade Subs · Distribution & Wholesale · Engineering & Architecture · Auto Service & Tier-2 Suppliers · Law Firms · Medical & Dental Practices

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