Chasing clients is exhausting... but it doesn’t have to be.
Imagine a tax season where clients actually complete their requests on time.
Where documents are automatically collected, follow-ups happen without your team, and missing information gets resolved before it becomes a bottleneck.
Introducing Project Zoe.
If that sounds like a dream, you're not wrong to be skeptical.
We're early — no polished product, just a real problem we're trying to solve right. But we do think there's a way to make this a reality.
So we're building Zoe — a conversational AI made for the back-and-forth that eats up tax season: the requests, the nudges, the "still waiting on this one thing." We want her to feel less like a bot and more like a teammate your clients actually respond to.
She's not here to replace your tech stack, either. Whatever practice management or document software you're already using, Zoe is meant to work alongside it — not force you to rip and replace.
All that said, we can't do this without people who live the problem every day. This'll only work if we build her around how tax firms actually operate, and not how we assume it does. That's where you come in.
Help us build Zoe.
If you're a CPA who's lived this firsthand, we want your take.
Tell us what your firm's busiest-season bottlenecks actually look like — your input will directly shape how Zoe works.