TaxSort AI for Enrolled Agents
Firm size: 1-5 employees
Enrolled agents authorized by the IRS can streamline their tax practice with AI document classification. Handle more clients without additional staff.
The Pain
- ✕Solo practitioners handling 100+ clients during tax season
- ✕No admin staff to sort and organize incoming documents
- ✕Time spent on document intake reduces billable hours
- ✕Tracking which clients have submitted all required documents
The Solution
- ✓One-person firm efficiency — AI does the sorting
- ✓Missing document detection saves follow-up time
- ✓Client summary reports ready for tax software import
- ✓Scale your practice without hiring staff