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AI agents for accounting firms

Run Tax Season on AI-Native Client Support with Unlimited Human Agents

AI agents collect tax documents, report return status, send engagement letters and answer bookkeeping questions in your practice and ledger systems, 24/7 on every channel. No per-seat fees and no per-resolution fees.

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  • No credit card required
  • Free onboarding
  • 15-day free trial
BoldDesk chat workspace: Emma Harper asks her accounting firm what it still needs for her family’s 2025 tax return; the AI agent handling the conversation checks the return in the practice management system, finds the 1099-B and the 1098 missing, sends a secure upload link for both through an API action, and after Emma uploads them the status changes from Open to Resolved while the return moves from Waiting on client to Ready to prepare
of client requests resolved by AI
Up to 90%
accuracy in G2’s AI agent test
96%
languages, around the clock
40+

Trusted by companies of all sizes

BoldDesk customers including Acqueon, AFRY, Boiron, George Mason University, Legal Sea Foods, PostcardMania, United Way and Visasq Coleman

What it resolves

Documents In, Returns Out, and Clients Kept Informed All Season

Connected to your practice management system, ledger and client portal, the AI agent answers from the client’s own file and moves the work forward. Anything you mark waits for a partner.

A new business client asks how to get started for tax season; the engagement letter’s Sent, Viewed and Signed steps light up as the client signs through BoldSign, a checklist for the S corporation return due 16 March appears, and the AI agent confirms the portal invite

Engagement letters and onboarding

Sends the engagement letter for e-signature, invites the client to your portal and gives them the document checklist for their return type and deadline.

  • BoldSign
  • Client portal via API action
Built with BoldSign integration

Clients, firms, returns and amounts in the scenes are illustrative. Actions in your own systems run through the integration, API action or MCP server you connect.

Independent Evaluation

Tested by G2 on 50 Real Support Tasks. Tied for the Highest Accuracy

G2 ran nine customer experience AI agents through the same verified dataset: grounded answers, account actions, troubleshooting, and escalation by policy. BoldDesk was scored independently, like every other vendor.

G2 logo
BoldDesk Scorecard Tested October 8, 2026
Accuracy 96% · +10 pts vs. average
Evaluated-agent average: 86%
Policy compliance 89% · +11 pts vs. average
Evaluated-agent average: 78%
Overall points 217.5 / 250 · +21 vs. average

Source: G2 AI CX Agent Evaluations, General CX leaderboard. Scores reflect G2’s evaluation on the date shown and may change as agents are re-tested.

One AI team

AI Agents for Your Clients, AI Help for Your Preparers and Partners

Three agents share your engagement terms, your deadlines and one credit balance. Preparers, bookkeepers and partners join as human agents at no seat cost, so seasonal staff add nothing to the bill.

  • In the client portal chat a client asks whether the tax extension was filed; the Support Agent answers that it was filed on 14 April and the new deadline is 15 October, offers the checklist, and the conversation is resolved with no ticket

    For your clients

    Support Agent

    Answers in your client portal and by email from the client’s own file: deadlines, extensions, missing documents and invoices.

    Explore Support Agent
  • Four new tickets are tagged on arrival: an uploaded 1099-B as documents for tax season, an invoice question as billing, a letter from the IRS as an urgent notice, and payroll that did not run as payroll with high priority

    For every ticket

    Background Agent

    Tags each new message as documents, billing, payroll or a tax notice and puts IRS letters at the top of the queue.

    Explore Background Agent
  • A thread about an IRS notice folds into a three-point summary by the Assist Agent: a CP2000 notice for $3,400 of income not on the return, a 1099-B missing from the filed return, and an amended return drafted for partner review; then a reply is drafted, with Improve tone, Translate and Insert reply buttons

    For your team

    Assist Agent

    Summarizes a notice or a long client thread for the preparer and drafts the reply from the file and the return.

    Explore Assist Agent

Connect Your Practice and Document Tools in Minutes

Native Stripe, BoldSign, Dropbox, Calendly, Microsoft Teams and Zapier integrations. Your practice management system, ledger and client portal connect over API or MCP.

A client emails that an invoice was paid but the portal says overdue; BoldDesk opens ticket ACC-3318, the AI agent corrects the status, and Stripe, BoldSign, Dropbox, Calendly, Microsoft Teams and Zapier light up in turn

Connect your practice management system over API or MCP

Guardrails

No Client Tax Data Leaves Without Consent and a Partner’s Sign-Off

The AI agent checks the client’s consent and prepares the share. Return copies, payment plans and fee refunds you mark wait for the engagement partner, and every step is on record.

  • Approval before sensitive actions

    Copies of returns to lenders or other third parties, payment plans and fee refunds you mark wait for the engagement partner.

  • A trace log of every step

    Each file lookup, consent check, document shared and approval is recorded with its result and time, for your quality reviews.

  • Policy-bound skills

    Each skill follows your engagement terms, deadlines and fee rules, so the AI agent never promises a filing date or discount you don’t offer.

  • Role-based access to records

    Roles decide which preparers, bookkeepers and partners see each client’s returns and documents.

96% accuracy in G2’s independent AI agent test, +10 pts vs. average

BoldDesk AI trace for a client asking the firm to send their tax return to a lender: the third-party document request skill is matched, pms.get_return reads the 2025 Form 1040 e-filed and accepted, the disclosure consent check finds the client’s signed consent, the share waits for the engagement partner and Ruth Cohen approves it, portal.share_document shares the return with the lender for seven days and returns 200 OK, the client is emailed a confirmation, and the run is saved to the audit log

Enterprise-Grade Security for Client Tax Records

Independently audited and encrypted end to end, so returns, statements and IDs stay inside your firm’s access rules.

Security at BoldDesk
  • SOC 2 Type 2 badge

    SOC 2 Type 2

    Independently audited for security, availability and confidentiality.

  • GDPR badge

    GDPR

    Compliant with EU data protection rules, with a data processing agreement.

  • HIPAA badge

    HIPAA

    HIPAA compliance with a signed BAA, for firms that handle clients’ medical expense records.

  • Your data stays yours

    Your data is only accessible to your AI agent and not used to train models.

  • AES-256 encryption

    Returns, statements and uploaded documents encrypted on a secure cloud architecture.

  • SSO and role-based access

    SSO, IP restrictions and roles decide who sees, shares and approves what.

  • PII redaction

    Social Security numbers and account details masked in tickets, transcripts and reports.

Do’s and Don’ts for Accounting Customer Support

Support clients through tax deadlines and payroll runs. Review best practices, common mistakes and the impact each has on deadlines, client files and trust.

Explore Guidelines

  • Best Practices

  • Common Mistakes

  • Impact

Frequently Asked Questions

What is an AI agent for accounting firm client support?

An AI agent for accounting firm client support is software that resolves clients’ requests, such as a missing document, a return status or an invoice question, instead of only answering questions about them. In BoldDesk it works in your practice management system, ledger and client portal through API actions or MCP, and passes tax advice and anything you mark to your accountants.

Can BoldDesk’s AI agent collect tax documents and report return status?

Yes. Through an API action to your practice management system, the AI agent can tell a client which documents are still missing, send a secure upload link and report where the return stands, from prepared to e-filed and accepted. It also sends engagement letters through the BoldSign integration and payment links through Stripe.

Does BoldDesk work with Karbon, Canopy, QuickBooks or Xero?

BoldDesk has no native Karbon, Canopy, QuickBooks or Xero integration. These connect to the AI agent as API actions, or as an MCP server that exposes their tools, limited to the clients and actions you allow. Stripe, BoldSign, Dropbox, Calendly, Microsoft Teams and Zapier are native integrations.

How does BoldDesk protect client tax data and check consent before sharing it?

BoldDesk has a SOC 2 Type 2 report, is GDPR compliant, encrypts data with AES-256 and controls access with SSO, IP restrictions and roles, and PII redaction masks Social Security numbers typed into a chat. A rule can make the AI agent check for the client’s signed consent and wait for a partner before any return is shared; BoldDesk does not certify a firm’s compliance with IRS disclosure rules, but the trace log keeps the record.

How do I stop the AI agent from sharing a return or approving a payment plan on its own?

Mark shares with third parties, payment plans and fee refunds as approval-required, or set a rule such as plans over $2,500 needing a partner. The AI agent prepares the action from the client’s file, waits for the named partner, then runs it, and each step is saved in its trace log.

When does the AI agent hand a client to an accountant?

When a client asks for tax advice, forwards an IRS or state notice, mentions an audit, complains or is upset, when its confidence is low, or when your rules say so, the AI agent passes the conversation to the preparer or partner with the client’s file and what it checked. Anyone at the firm can take over an AI conversation in one click.

How is BoldDesk priced for an accounting firm whose team grows in tax season?

Plans start at $99 a month, billed yearly, with 500 AI credits and unlimited human agents, so seasonal preparers, bookkeepers and partners all work in BoldDesk at no seat cost. There are no per-resolution fees, and extra AI credits are $40 per 1,000 when the season peaks.

Which channels and languages can clients use?

Clients can reach the AI agent in your client portal, on live chat and by email, around the clock through tax season, and it replies in 40+ languages, translating each exchange for your preparers and partners.

Get started

Let AI Agents Run Your Firm’s Client Support

Connect your practice management system and watch the AI agent clear its first client requests today.

Start Free Trial Book a Demo
  • No credit card required
  • Free onboarding and migration
  • Unlimited human agents