How AI Helps Tax Preparers
Tax preparers lose peak-season hours chasing documents and answering status questions. 12² builds client-request automation and document sorting inside a WISP-aligned setup around the firm's tax software.
Tax Practice Intake & Client Request Desk · From $4,500 + $349/mo, by team size · proposed estimate · It says it is an automated assistant whenever it talks to someone directly, and your team reviews what it drafts before it goes out.
Ai for tax preparers: the short answer.
12² builds AI for tax preparers that takes on the routine work: drafting document-request lists, sorting client uploads for preparer review and drafting missing-item emails, inside a written security plan. It runs inside the tools you already use. IRS Publication 5708 requires a WISP; preparers still prepare and sign every return.
Sources
- IRS Pub 5708: tax pros must keep a written information security plan (WISP) under the FTC Safeguards Ruleirs.gov
- Booke AI bookkeeping automation listed at $129/business/mobooke.ai
Research figures above describe the cited studies, not results 12² promises. Results vary. Disclosures
Where the hours go now.
Drafting document-request lists from last year's return checklist
Tax preparers lose peak-season hours chasing documents and answering status questions.
Uploaded client documents
The same requests arrive all day, often when nobody is free to answer.
Status and missing-item emails
Rebuilt from scratch each time, usually at the end of the day.
What it handles, and what it never does.
What it handles
- Drafting document-request lists from last year's return checklistIt drafts document-request lists from last year's return checklist.
- Uploaded client documentsIt sorts uploaded client documents for preparer review.
- Status and missing-item emailsIt drafts status and missing-item emails.
- Drafting engagement-letter remindersIt drafts engagement-letter reminders.
- Hand-off to your teamAnything that needs a person goes to the right person, with the details attached.
What it never does
- Make up a price or a factIt works only from the documents, records and price lists you give it. Anything it can't find goes to your team.
- Promise a resultQuestions about outcomes go to the person who does the work.
- Pretend to be a personIt says it is an automated assistant whenever it talks to someone directly.
- Send anything on its ownDrafts wait for your team's approval before anything goes out.
Built and tested on your own work.
Before handoff, we run your build on your own real examples and fix anything that misses.
- Tested on your own workBefore handoff, we run your build on your own real examples and fix anything that misses.
- Retainer, then balance on deliveryRetainer up front. Work starts once the retainer is paid; the balance is due on delivery when the agreed test cases pass.
- Fixed price, scope and timelineAll three in writing before work starts. The timeline is set in your quote.
- What 12² buildsClient-request automation and document sorting inside a WISP-aligned setup around the firm's tax software.
- How it connectsWe confirm how it connects to your tax software on the first call and write it into your quote.
Related solutions: Bookkeeping Close Assistant · Accounting Firm Close & Review Desk · Payroll Prep & Timesheet Check · all solutions
See also: all industry packages · pricing
From $4,500 + $349/moSetup + monthly, by size. The monthly fee covers monitoring, fixes and re-tests for your package as your templates, documents and staff change. AI and software usage is billed at cost. Proposed starting estimates by team size, not fixed prices; the final price is in a written quote.
- Small: Small firm (1-10 staff)From $4,500 + $349/mo. The core build for 1-10 staff: client-request automation and document sorting inside a WISP-aligned setup around the firm's tax software. Proposed estimate. Small tier; monthly covers hosting, monitoring and fixes.
- Mid-size: Mid firm (11-50 staff)From $9,500 + $750/mo. Everything in Small firm, for more users, inboxes and calendars, with hand-off rules set for each role. Proposed estimate. More users, locations or integrations.
- Enterprise: Large firm / enterprise (50+ staff)From $25,000, custom quote. Everything in Mid firm, across locations or departments, with system integrations and a security review scoped in your custom quote. Proposed estimate floor; scope, integrations and security review set the final number. No cap.
- Retainer up front Work starts once the retainer is paid; the balance is due on delivery when the agreed test cases pass. Scope, price and timeline are agreed in writing before work starts.
- You own itThe accounts, scripts, templates and data sit in your name. You can leave at any time.
- Compliance and dataIRS Pub 5708: tax pros need a written information security plan; client consent rules for disclosure of tax information (unverified detail); preparer signs every return.
- Not professional adviceNot accounting or tax advice: your qualified staff approve every number, return and filing. 12² builds software and automations. It is not a licensed professional in your field, and your team makes every professional decision. Disclosures
Straight answers.
Does AI prepare returns?
No. Preparers prepare and sign; this handles intake and client requests.
How does payment work?
Retainer up front. Work starts once the retainer is paid; the balance is due on delivery when the agreed test cases pass.
How long does it take?
Timelines are set per project in the quote, after we see your systems and volume.
Are these prices final?
No. They are proposed starting estimates. You get a written custom quote after a short scoping call.
Tell us how you handle uploaded client documents now.
A few lines is enough. If it's a fit we'll say so, and if it isn't we'll tell you why.
- You'll hear back within one business day12² reads your note and replies about your project.
- A free 20-minute callHow the work runs now, what gets missed, and what your team needs from it.
- A fixed quoteYour size, scope, date and price in writing before any work starts.
Prefer email? Write to [email protected]
Got it. Your message is in.
You'll hear back within one business day.