DeskFerry

By IndustryAccounting

Never Miss a Deadline, Never Lose a Document

Your AI assistant tracks tax deadlines, manages client communications, organizes documents by engagement, and automates the follow-ups that keep your practice running smoothly.

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The challenge

Tax Season Is Year-Round Now

01
Tracking filing deadlines across hundreds of clients requires constant vigilance
02
Client document collection (W-2s, 1099s, receipts) involves endless follow-up emails
03
Client communications during busy season are delayed, hurting satisfaction
04
Document organization across engagements is inconsistent and time-consuming
05
Advisory work gets deprioritized because compliance work takes all available time

What you get

AI for Accounting Professionals

01

Deadline Tracking

Every filing deadline tracked with escalating reminders — federal, state, and local across all your clients.

02

Document Collection

Automated reminders to clients for missing documents — W-2s, 1099s, receipts — with status tracking for each.

03

Client Communications

Professional status updates, engagement letters, and follow-ups drafted and sent on schedule.

04

Engagement Organization

All documents, emails, and notes automatically organized by client and engagement type.

Getting Started

How It Works for Accounting

Step 01
Connect Your Tools
Link your email, calendar, document management, and practice management software.
Step 02
Set Up Your Practice
Define client engagements, filing deadlines, and communication preferences.
Step 03
Focus on Advisory
Personal AI Assistant manages the process work while you provide the expertise and advice clients value most.

FAQ

Frequently Asked Questions

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Power your workflows with 1,500+ app integrations. Connect your email, calendar, CRM, and more — no code required.

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