CloseRadarGet your audit
Sample reportBased on a fictional 6-person CPA firm

AI Audit — Greenleaf CPA

Prepared 2026-05-12. 5 minutes to read. ~14 hours/week to win back.

Executive summary

Greenleaf is a 6-person tax-heavy CPA firm leaking 12–15 hours/week to manual workflows that have automated alternatives by 2026 standards. The biggest single bleed is document collection — your team is chasing 200+ clients every Monday for tax docs, and your inbox is the bottleneck.

14 hrs
reclaimed per week
$9,362
net savings / month
$187
in new tool cost / month
~60%
fewer weekend hours

You're going to recognize most of these tools by name. The audit isn't "discover new AI" — it's "stop using email for things that should be portals, agents, and AI co-pilots in 2026."

Costs $187/month in new tools (net savings: $8,213/month). No client data leaves your IRS-compliant systems — we flagged your Q15 concern, and every recommendation below is SOC2-compliant.

What you're up against

Six pain points mapped on impact vs effort.

Quick wins are in the top-left. The strategic plays in the top-right are where the second conversation goes.

Quick wins
High impact · Low effort
  • ·Doc collection automation
  • ·Meeting notes (Fathom)
  • ·Email triage
Strategic plays
High impact · High effort
  • ·AI bookkeeping co-pilot
  • ·Custom firm GPT
  • ·Client intake automation
Low priority
Low impact · Low effort
  • ·Time tracker upgrade
Defer
Low impact · High effort
  • ·Practice mgmt migration
Five quick wins — start here
01

Document collection

Liscio · ~$49/month

Your team is sending 30+ follow-up emails every Monday. That's a portal problem, not a discipline problem.

Liscio is a client portal built specifically for accounting firms. Clients get text and email reminders automatically. Documents drop into structured folders. You stop chasing.

Time saved
~6 hrs/week across the team (tax season conservative)
Setup
2 hours to migrate your top 50 clients
Why this over TaxDome's portal
TaxDome's doc portal is okay, but Liscio's automatic SMS reminders convert at ~3x the rate. TaxDome integrates with Liscio if you want both.
Try Liscio free for 30 days
02

Meeting notes + action items

Fathom · free

Your client calls today: someone takes notes, someone forgets to add them to TaxDome, the follow-up email goes out two days late.

Fathom auto-joins your calls, transcribes, summarizes, and pushes action items into TaxDome. The free plan handles every call you'd ever have.

Time saved
~2 hrs/week (your associate doing post-call admin)
Setup
15 minutes — connect Google Calendar
The kicker
It works during tax-season client calls too. You stop forgetting that one weird thing the client mentioned on a Tuesday call.
Set up Fathom (free)
03

Email triage

Superhuman AI · $30/month

You said your team spends 10–20 hrs/week on email. Half of that is sorting and routing.

Superhuman's AI categorizes incoming mail, surfaces what needs you, and drafts replies for everything else.

Time saved
~3 hrs/week
Setup
15 minutes per person
Note
Trial Superhuman before committing. It's premium-priced, but the time savings show up week one or not at all.
Try Superhuman
04

Engagement letters + billing

Ignition · $79/month

You're using TaxDome's proposal feature but not its billing engine, and you're still manually invoicing for fee creep.

Ignition automates: proposal → engagement letter → auto-billing on signature → quarterly true-ups for fee creep. Works alongside TaxDome.

Time saved
~2 hrs/new client (and you currently lose unbilled scope creep)
Setup
90 minutes to migrate your fee schedule and templates
Why this matters
Your average client value ($3K–10K) doesn't sting from a $79/month tool, and Ignition will pay for itself in unbilled scope creep recovery alone.
Try Ignition
05

Internal knowledge GPT

Claude Projects · $20/month

Your two associates interrupt you 6–10 times a day to ask 'what's the IRS guidance on…' or 'how do we handle this client's S-corp election?'

Spin up a Claude Project trained on your firm's SOPs (paste them in once), recent IRS guidance bookmarks, and your past memos and client position summaries. Your associates get instant answers. You stop being a human reference book.

Time saved
~3 hrs/week — yours specifically, since partner time is highest-value to reclaim
Setup
45 minutes
Privacy
Stays in your Claude workspace. No client data needed in the prompts.
Set up Claude Projects
Your 4-day quick win plan

We tried to make this idiot-proof. Do these in order. Each day's task takes under 2 hours.

Day 1
Tuesday
  • Sign up Fathom (free)
  • Connect Google Calendar
  • Make sure it joins your next three client calls
Day 2
Wednesday
  • Start Liscio free trial
  • Migrate your top 10 tax-season clients to it
  • Send the welcome email with the SMS notification opt-in
Day 3
Thursday
  • Spin up Claude Projects
  • Paste in your top 20 firm SOPs (Karbon, TaxDome, or that Google Doc)
  • Bookmark IRS reference materials inside the project
  • Onboard your 2 associates — ask the project before they interrupt you
Day 4
Friday
  • Trial Ignition with your next 2 new client proposals
  • Move one existing recurring client onto auto-billing
  • That's it. You're done for the week. Go enjoy a Saturday.
What's next — heavier-lift opportunities

These are bigger plays that need a bit of build work but pay off compound. We'd love to scope them with you on the free call linked at the bottom.

AI bookkeeping recon co-pilot

Your bookkeeper is doing transaction matching by hand in QuickBooks Online. There's a class of AI tools (Keeper, Truewind) that automate exception flagging and vendor matching — particularly strong on QBO. We've helped firms cut bookkeeper hours by 40%+ here.

Est. time saved · 10 hrs/week per bookkeeper
Implementation · ~$2,500 one-time

Custom firm GPT (deeper than Claude Projects)

The Claude Projects rec above is the Quick Win version. The bigger play: train a custom model on your full firm knowledge, integrate it into TaxDome workflows, and give your associates a true co-pilot. Use it for client-facing FAQ chat on your website too.

Est. time saved · ~6 hrs/week, partner time
Implementation · ~$1,500–2,500 one-time

Client intake automation

New client signs your engagement letter in Ignition → automatic TaxDome project created → portal access provisioned → welcome email sequence kicked off → first-document checklist sent. End-to-end. You currently spend ~2 hrs per new client on this.

Est. time saved · 2 hrs/new client × ~10 new clients/year = 20 hrs/year
Implementation · ~$2,500 one-time
The numbers
RecommendationHours / moValue (at $150/hr)Tool cost
Document collection (Liscio)24 hrs/mo$3,600$49
Meeting notes (Fathom)8 hrs/mo$1,200$0
Email triage (Superhuman)12 hrs/mo$1,800$90 (3 seats)
Engagement letters (Ignition)8 hrs/mo$1,200$79
Knowledge GPT (Claude Projects)12 hrs/mo$1,800$20
Subtotal — quick wins~64 hrs/mo$9,600$238
Net monthly savings—$9,362/mo—
Annualized—$112,344 / yr—

We used $150/hr realization rate. Your real rate may be higher — partner hours often run $250–400/hr equivalent, which would push the savings much higher. If you add the heavier-lift recommendations (~$6,500 one-time): another ~$5,000/month in saved labor, payback in ~6 weeks.

On your data privacy concern

You flagged client data privacy as your biggest worry. We hear that constantly from CPAs. Every recommendation above either:

We don't recommend any tool that sends client PII to a model provider's training data. None of the above does.

Next step · 30 minutes · free

Want to walk through this together?

If you want to scope the AI bookkeeping recon co-pilot for Greenleaf — that's the single highest-impact build for a firm your size — book a free call. We'll come prepared with a custom scope based on your audit. No upsell pitch. Just a working session.

Book a free 30-minute call

— The team

This is what a real CloseRadar audit looks like — tailored to your firm, your tech stack, and your actual pain points.

Get your own audit