DeskFerry

By Industry

Accounting

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.

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

Deadline Tracking

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

Document Collection

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

Client Communications

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

Engagement Organization

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

Getting Started

How It Works for Accounting

01
Connect Your Tools
Link your email, calendar, document management, and practice management software.
02
Set Up Your Practice
Define client engagements, filing deadlines, and communication preferences.
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

Yes. Import your client list and filing types. Personal AI Assistant tracks federal, state, and local deadlines for each, with escalating reminders and extension tracking.

Personal AI Assistant sends automated, personalized reminders to clients for missing documents. It tracks what's been received and what's outstanding, with a dashboard showing collection status across all clients.

Yes. Enterprise-grade encryption, strict data isolation, and comprehensive audit logging protect all client data. Your data is never shared or used for AI training.

Personal AI Assistant integrates with QuickBooks, Xero, FreshBooks, and works alongside your practice management software through email and calendar integrations.

Ready to Get Started?

Join the waitlist and be the first to try your Personal AI Assistant.

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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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