Tax season should not feel like an emergency every single year.
CortexaOS gives solo CPAs and independent bookkeepers an AI that chases documents, tracks deadlines, communicates with clients, and manages billing — so you spend your hours on the work only you can do.
You bill at $125–$350/hour. Chasing clients for W-2s, writing status emails, and managing your own invoicing is $20/hour work. CortexaOS handles it.
The Real Cost of Doing It Yourself
$125–$350/hr
Your billing rate
What your time is actually worth
18 hrs
Admin hours/month
Time lost to non-billable work
$2,250–$6,300
Monthly opportunity cost
Revenue you could have earned instead
Recovering 18 admin hours per month at your billing rate recaptures $2,250–$6,300 in time you could bill — or use to actually take a weekend off in March. At $149/month, CortexaOS pays for itself in the first few hours you reclaim.
Your Tuesday right now
Every one of these is time you are not billing, not resting, not growing.
Sending the same document request email to the same client for the third time
Building a tax deadline calendar manually and updating it when clients miss
Writing billing emails for invoices that are 30+ days past due
Explaining the same tax strategy to 8 different clients with 8 slightly different emails
Pulling together a financial summary for a client meeting that should have been automated
Keeping track of which clients still owe you documents and which are ready to file
Updating your website and LinkedIn during the 2 weeks of slow season you actually have
With CortexaOS, your Tuesday looks different.
You do the work only you can do. Everything else runs automatically — or gets drafted in seconds when you need it.
Exactly what CortexaOS does for you
Not generic AI. Built around the specific work that's stealing your time.
Document Collection Sequences
Chasing clients for W-2s, 1099s, K-1s, and bank statements is the most time-consuming part of the job.
Automated multi-touch document request sequences launch per client, escalate automatically, and track what's been received vs. outstanding.
Tax Deadline Tracking
Managing extension deadlines, filing dates, and estimated payment due dates across 50+ clients in a spreadsheet.
Cortexa tracks every deadline per client — with 30, 14, and 7-day reminders to you and the client automatically.
Client Communication
Explaining tax strategies, year-end planning opportunities, and quarterly estimates requires personalized writing for every client.
AI drafts every client communication — tax updates, planning memos, Q4 checklists, and response emails — in your professional voice.
Billing & Collections
Getting paid after tax season — especially by the clients who think "it's done, why do I still owe money" — is awkward and manual.
AI generates invoices from engagement data, sends on schedule, and escalates collection correspondence automatically with the right tone.
Client Financial Intelligence
Identifying year-end planning opportunities across your client base requires reviewing every account individually.
AI CFO surfaces year-end planning opportunities — estimated payments, retirement contributions, deduction timing — client by client.
Business Development
Your best referral sources hear from you once a year at tax time. Your pipeline runs dry by August.
Automated quarterly touchpoints, financial tip newsletters, and referral campaigns keep your name front-of-mind year-round.
“I used to dread March every year. This year I actually had bandwidth. CortexaOS handled the document chasing and client emails. I still did all the returns — I just did them in half the panic.”
Robert F. — Solo CPA, Phoenix
Ready to get your time back?
Start free. No credit card. Your Company Brain is built in under 5 minutes.