Tax season is a 90-day sprint of firefighting.
CortexaOS automates client document collection, manages every return workflow, tracks engagement deadlines, and helps you deliver year-round advisory — so you stop being a tax preparer and start being a trusted advisor.
Every step. Automated.
Accounting Firm workflows run end-to-end — from first contact to final payment — without you chasing every step.
Client Onboarding
Engagement letter sent, signed, and filed automatically
Document Request Automation
AI sends personalized document checklists and follows up automatically
Return Workflow Assignment
Returns assigned to preparers based on complexity and workload
Preparer + Reviewer Queue
Preparer completes, flags for review — reviewer queue auto-populated
Year-Round Bookkeeping + Renewal
Monthly bookkeeping, quarterly estimates, and proactive renewal outreach
Post-Filing Advisory Discovery
AI identifies tax planning, entity structure, and advisory opportunities after filing
E-File + Payment Collection
Returns e-filed and invoices collected through integrated payment
Client Communication + Portal
Questions, follow-ups, and approvals handled through client portal
Client Onboarding
Engagement letter sent, signed, and filed automatically
Document Request Automation
AI sends personalized document checklists and follows up automatically
Return Workflow Assignment
Returns assigned to preparers based on complexity and workload
Preparer + Reviewer Queue
Preparer completes, flags for review — reviewer queue auto-populated
Client Communication + Portal
Questions, follow-ups, and approvals handled through client portal
E-File + Payment Collection
Returns e-filed and invoices collected through integrated payment
Post-Filing Advisory Discovery
AI identifies tax planning, entity structure, and advisory opportunities after filing
Year-Round Bookkeeping + Renewal
Monthly bookkeeping, quarterly estimates, and proactive renewal outreach
⚡AI-automated handoffs — no manual work required
A Day at an Accounting Firm Using CortexaOS
Watch a 90-second walkthrough of how Accounting Firm businesses run CortexaOS end-to-end.
Watch the at an Accounting Firm Using CortexaOS Demo
2:40 · with narration
AI tracks every outstanding document and sends follow-up reminders automatically
Calculate What an Organized Tax Season Is Worth
See the revenue impact of advisory upsells and eliminated extensions
Calculate What an Organized Tax Season Is Worth
See the revenue impact of advisory upsells and eliminated extensions
Individual and business returns combined
Weighted average across all return types
Total tax staff including reviewers
Percentage of clients who purchase advisory services
Percentage of returns filed on extension
Extension Reduction Value
$5,443Earlier completions from automated document collection
Total Annual ROI
$53,942Conservative estimate for your current client base
AI surfaces upsell opportunities after every filing automatically
Your Annual ROI
$41,310AI surfaces upsell opportunities after every filing automatically
No credit card required · Full platform access · Cancel anytime
Everything you need. Nothing you don't.
Purpose-built for accounting firm businesses — not retrofitted from a generic platform.
Document Collection Automation
AI sends personalized document request checklists and automatic follow-up reminders until every client document is received.
Return Workflow Engine
Returns assigned, tracked, reviewed, and e-filed through a structured workflow. Every status visible to the whole team in real time.
Post-Filing Advisory Discovery
AI scans every completed return for tax planning, entity structure, retirement, and advisory opportunities — surfaced automatically.
Deadline Tracking + Alerts
Every filing deadline, extension deadline, and estimated tax due date tracked with automated alerts to staff and clients.
Client Communication Portal
All client questions, document uploads, return approvals, and signatures handled through a secure client portal — no email attachments.
E-File + Payment Collection
Returns e-filed directly from the workflow. Invoices sent and collected through integrated payment — no separate billing system.
Preparer + Reviewer Queue
Preparer completes return and marks for review. Reviewer queue auto-populated by complexity and due date. No more assignment spreadsheets.
Year-Round Bookkeeping + Renewal
Monthly bookkeeping retainer management, quarterly estimated tax reminders, and proactive renewal outreach automated year-round.
How we compare to Canopy & TaxDome
Feature-by-feature, CortexaOS isn't a supplement — it's the replacement.
Comparison based on publicly available feature documentation as of 2026.
Fewer extensions. More advisory. Happier clients.
CortexaOS turns tax season from a death march into a competitive advantage.
No credit card required · 14-day free trial · Cancel anytime