AI Email Assistant
AI Email Assistant - Answer Client Questions in Seconds
Draft tax-aware, client-ready email replies you can review, tweak, and send, without starting from a blank page.
Tax-aware, on-brand replies you review before sending
Draft Client Email ReplyTaxBase · draft
A client asks if their new HVAC qualifies for an energy credit. Draft a reply.
Hi Sarah, a qualifying high-efficiency HVAC may be eligible for the Energy Efficient Home Improvement Credit, up to the annual cap. Could you send the model's efficiency rating so I can confirm?
Drafted in 4s · edit before sending
Process
How it works
- 01
Paste the question
Drop in the client's email or question.
- 02
AI drafts a reply
Get an accurate, on-brand response to refine.
- 03
Send with confidence
Review, edit, and deliver.
Benefits
Why firms use it
Tax-aware drafts
Replies reflect the actual rules, not generic boilerplate.
Your tone
Match your firm's voice across every preparer.
Faster turnaround
Respond to client questions the same day.
Editable by design
Every draft is a starting point you stay in control of.
Use cases
Built for real workflows
Client Q&A
Deadline reminders
Document requests
Start today
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.