Engagement letters that sit unsigned for two weeks, delaying every downstream step. 1099s, K-1s, and W-2s arriving in March instead of February. Tax season deadline density that turns April into a fire drill. AR running 60+ days. IRS Circular 230 disclosure compliance overhead. LouDNAi deploys nine named agents — purpose-built for accounting practices — that close the gap in 21 days.
Same nine archetypes parameterized per sub-vertical. A multi-partner firm's Engagement Letter Bot and a CAS practice's Doc Collector run on the same backbone — different schemas, different software (CCH Axcess, UltraTax, Drake, Lacerte, ProConnect, Karbon, Canopy), different volume thresholds.
Numbers from AICPA, Boomer Consulting, Thomson Reuters Tax & Accounting, and named-on-file firm administrator interviews.
Industry pattern: engagement letters take ~12 business days from drafted to signed. Best-in-class firms (with structured digital signature workflow + auto-reminders): ~3 days. The 9-day gap on a firm with 250 engagements/year delays the entire client-onboarding-to-billing cycle, pushing average AR-clock-start ~$95K/year deeper. Firms also lose ~7% of new-client engagements entirely because clients ghost during the unsigned-letter window.
Industry pattern: client tax documents (1099s, K-1s, W-2s, 8879 e-file authorizations, brokerage statements) take ~21 days from request to fully collected. Best-in-class firms with structured collection workflows: ~7 days. The 14-day gap on a 400-return firm = ~750 unbillable hours/year of staff chasing docs. At a $145/hr loaded staff cost, that's ~$108K/year in administrative drag — most of which is recoverable through structured outreach + portal pressure.
Mid-March through April 15 carries the heaviest deadline density in any professional services calendar. Industry pattern: ~14% of returns hit extension not by client choice but by firm bandwidth. Each extension costs the client ~$280 in extension-prep fees the firm couldn't bill at standard rate, plus 0.4 hours of administrative re-work. For a 400-return firm, that's ~$25K-$45K/year in deferred and discounted billing. Plus the IRS-penalty risk on any missed extension filing: $485 minimum.
Industry-average accounting AR: ~62 days. Best-in-class: ~22 days. The 40-day gap on a $3M-revenue firm translates to ~$330K of working capital tied up perpetually — and ~3.1% goes to write-offs at 90+ days. Most of the lag is administrative — invoices go out monthly instead of at engagement close, and follow-up cycles run on 30-day intervals when 7-day proves materially better.
Industry pattern: a typical 400-client firm receives ~280 IRS or state tax authority notices/year requiring response within 30 days. Each notice consumes ~1.8 hours of staff time at $145/hr loaded cost. Status-update communications (where's my refund? did you get my 1099?) consume another ~3 hours/week per associate. For a 6-staff firm, that's ~$95K/year in communication overhead — most of it deflectable through self-service portal updates + agent-drafted responses.
Default Accounting Fleet ships with five (Engagement Letter Bot, Doc Collector, Deadline Sentinel, AR Sentinel, Guardian) plus expansion archetypes. Guardian enforces IRS Circular 230 disclosure requirements on any agent-drafted client-facing tax correspondence.
Drafts engagement letters from your firm's templates. Sends via DocuSign / PandaDoc / Adobe Sign. Auto-reminders at 48hr, 5 days, 10 days. Cuts signing cycle from 12 to ~3 days.
Sends per-client document checklists (1099s, K-1s, W-2s, 8879s, brokerage statements). Multi-channel reminders. Validates docs as received. Cuts collection cycle from 21 to ~7 days.
Tracks every client deadline (Form 1040, 1120-S, 1065, 990, estimated payments, state returns). Triggers prep workflow at T-21 / T-14 / T-7 days. Cuts bandwidth-driven extensions from 14% to ~4%.
Invoices at engagement-close instead of monthly. 7-day, 14-day, 30-day follow-up cadence. Auto-collects on credit-card engagements. Cuts AR from 62 days to ~25.
Answers "where's my refund?" and "did you get my 1099?" calls. Books strategy sessions for new prospects. Routes urgent IRS-notice questions to the responsible CPA.
Daily briefing. Today's engagement letter queue. This week's WIP days outstanding. This month's AR aging. Tax season prep velocity vs target. Per-partner realization rates vs AICPA benchmarks.
Tracks prospect-to-client conversion. Surfaces existing-client advisory opportunities (entity restructure, R&D credit, ERC). Drafts prospect outreach for partners' approval.
Enforces IRS Circular 230 disclosure requirements on agent-drafted client correspondence. Tracks state CPA license renewals + CPE compliance. PCAOB / AICPA peer review readiness.
Every client interaction, every prior-year return, every IRS notice, every advisory recommendation, every multi-year tax strategy — indexed and retrievable. Per-tenant data isolation enforced.
Live calculator launches v1.1. The DNA Scan replaces these inputs with measurements from your actual practice management software (Karbon, Canopy, TaxDome, etc.).
Every Accounting Fleet ships with IRS Circular 230 disclosure enforcement on agent-drafted tax correspondence. State CPA board renewal tracking. PCAOB / AICPA peer review readiness.
Required disclosures on agent-drafted tax-advice correspondence. CPA HITL review on tax positions.
Compliance posture →Trust Services Criteria: Security, Availability, Confidentiality. Q3 2026 issuance.
SOC 2 disclosure →Client tax data, financial records, IRS correspondence — never cross-tenant. Audit logs on every read.
Security posture →Three offers. The DNA Scan funds itself — credited 100% toward Fleet within 60 days.
Maps DNA against CCH Axcess / UltraTax / Karbon / Canopy / TaxDome. Quantifies recoverable dollars.
Typically Engagement Letter Bot or Doc Collector for solo CPAs and 1-2 partner firms.
Five to nine named agents. Default for 3+ partner firms with 200+ annual returns. Circular 230 enforcement included.
One firm. Eight partners. $3M revenue. Recoverable: ~$185K/year. The DNA Scan tells you exactly which agents recover it — in 21 days, for $9,500, fully credited toward Fleet within 60 days.