More client capacity.
Same headcount.
Adopt runs the manual, document-heavy work across your tax, audit, CAS, and advisory teams, inside the systems your firm already uses, including CCH, client portals, and Excel. Agents prepare the work. Your people review it and sign off. No migration, no new logins.
In production today: agents prepare the books, the reconciliations, and the workpapers end to end, and reviewers sign off on the exceptions. Businesses that ran on weeks of manual preparation now review hours of finished work.
90% completed by agents
The bottleneck isn't demand. It's preparation.
Busy season
Capacity caps the book
Every engagement your firm takes is gated by prep hours. Growth means turning work away or burning the team down.
Staffing
The pipeline is shrinking
Fewer people are sitting for the CPA exam every year. The associates you can't hire were going to do the prep work.
Agents prepare. Your professionals review and sign.
Everything below runs inside the stack your firm already has: CCH, Excel, Outlook, Adobe, client portals, shared drives. Agents navigate the interfaces the way a person does, so legacy software and no-API portals are standard scope.
R&D Tax Credits
Qualification analysis, workpapers, and the technical memorandum prepared end to end. Delivery-verified: 85 to 90% completed by agents on stable clients, about 5 hours of manager review.
Tax Return Preparation
Workpapers and returns populated from source documents: 1120, Schedule M-1, 1099s, Form 5471. Every figure carries a formula tracing back to source.
Built for work that carries your signature.
The LLM never touches the numbers
Models write extraction and conversion logic. They never generate a numeric value. A checker agent runs a 100-point validation with audit sampling in a maker-checker loop before anything reaches a reviewer.
Review like you already do
Output lands in your templates with color-coded, source-linked cells. Your reviewers see exactly what the agent populated, what it flagged, and the document behind every figure.
Your clients' data stays put
Deploy in your cloud or on-prem, so no client-consent question ever arises. Zero data retention, no training on your data, SOC 2 Type 2 and ISO 27001.
85 to 90% of an R&D credit study, prepared by agents
A top-25 US firm piloted Adopt on R&D tax credit studies across 40 client years. Agents now complete 85 to 90% of each study on stable multi-year clients, with an error bound of -1% to 4% on processed workpapers and 100% accuracy on known clients. Manager review dropped to roughly 5 hours per engagement, and the technical memorandum arrives about 90% complete, needing only light editing. After the pilot, the firm converted to production and is expanding into transfer pricing.
- 40 client years processed in the pilot
- Checker agent runs a 100-point validation with 5% audit sampling
- Reviewers work in the firm's own workpaper templates
Stop doing your own books.
Start approving them.
Your always-on CFO can start today: connect your accounts, free, no credit card. And if you're a finance team ready to close in hours instead of weeks, book a pilot scoped to one real workflow.
