Will it email my clients without my approval?
No. Your address, your templates, your cadence. You can review any message, and a stalled client escalates to a human.
Does our data train AI models?
Never. Data stays in your systems of record, and every agent action is logged.
What does setup involve?
Connect Karbon or TaxDome, add the agent to Slack or Teams. Live in a day. Staff learn nothing new.
Will it ever be wrong?
Yes. So every action is logged, every citation is checked against the standard’s text, and only a CPA files.
Is this demo real?
Yes. A real model, real tool calls, a live data store: chase a client and it lands in the books, teach it a fact and it stays. The firms are fictional. Swap in Karbon or TaxDome and it’s the same software.
We run more than one firm.
HQ shows deadline risk and document chase across every firm, and a new firm deploys from one config file in under a minute.