small-cpa-firmPractice management assistant for small CPA firms and solo bookkeepers — client onboarding, document chase, tax deadline tracking, entity compliance reminder...
Install via ClawdBot CLI:
clawdbot install joshbuildswithdoit/small-cpa-firmGrade Fair — based on market validation, documentation quality, package completeness, maintenance status, and authenticity signals.
Generated May 12, 2026
Manage all client deadlines, document tracking, and staff capacity from a single dashboard. Automate chase sequences at 7/14/21/28 days and generate extension reminders when documents are missing.
Create tailored onboarding checklists and welcome packets for each engagement type (individual, S-Corp, trust, etc.) . Schedule automated document requests and escalation reminders to ensure a smooth start.
Track annual meeting minutes, registered agent renewals, state filings, and BOI reports for each client entity. Receive annual health check reports with action items and restructuring recommendations.
Streamline monthly bookkeeping closes, quarterly estimate calculations, payroll tax deposits, and year-end planning. Automate checklists and reminders for each recurring engagement type.
Monitor work-in-progress, accounts receivable aging, and client profitability. Flag when staff utilization exceeds 85% to help manage capacity and project timelines.
Charge a monthly or annual subscription fee for the AI assistant tools. Additional premium tiers (e.g., KKOS-Aligned Entity Planning) generate upsell revenue.
Invoice per client engagement (tax return, bookkeeping close, entity compliance review) with rates varying by complexity. Use automation to scale volume without adding headcount.
Offer bundled packages like 'Entity Health Check' or 'Tax Season Prep' at a premium price. Leverage AI insights to deliver proactive recommendations and increase client lifetime value.
💬 Integration Tip
Integrate with your existing tax software (e.g., UltraTax, Drake) and practice management tools (e.g., Karbon, Canopy) via API. Start with client data import from a CSV or CRM, then automate document requests using email APIs like SendGrid.
Scored Jun 20, 2026
Enterprise-grade ClickUp project management integration with advanced reporting, multi-workspace support, and client/project tracking. Core capabilities: (1) Multi-workspace task management with automatic workspace switching, (2) Advanced analytics & reporting (task counts, assignee breakdowns, status/priority analysis, daily standup reports) with automatic subtask inclusion and pagination, (3) Client folder organization with project tracking, (4) Full CRUD operations for spaces, folders, lists, tasks, and custom fields, (5) Time tracking & timer management with billing support, (6) Document creation and page management (API v3), (7) Task dependencies, linking, and relationship mapping, (8) Sales pipeline tracking with prospect/project status, (9) Retainer & recurring billing management. Built for agencies managing multiple clients across complex workspace hierarchies.
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