AI Agents for Tax Consultants & CPAs | $99/mo

Automate 80% of Tax Preparation &
Scale CPA Client Capacity 3x.

Deploy specialized AI Agents that ingest messy client tax documents via OCR, identify overlooked deductions, draft IRS notice responses, and prepare returns — without burning out during tax season. From $99/month. Live in 24 hours.

100 free test credits • Plans from $99/month • Live in 24 hours • SOC 2 Certified
Book a Free Demo Start Free — Plans from $99 →

Works with Drake Software, QuickBooks, ProConnect, and CCH Axcess  ·  No credit card required  ·  Cancel anytime

The Cost of Inaction

Where Your Business Is Quietly Leaking Revenue.

Traditional teams struggle to handle peak volume, after-hours inquiries, and manual data entry. Here is what is costing you every month:

01
Tax Season Burnout from Chasing Missing Documents
CPAs spend 50% of January through April emailing clients for missing 1099-NECs, mortgage interest 1098s, and blurry receipts.
02
Complex Tax Code Changes Cause Missed Deductions
Keeping up with annual Section 179 bonus depreciation, R&D tax credits, and state pass-through entity tax (PTET) rules takes dozens of manual research hours.
03
IRS Notice Inquiries Panic Clients and Drain CPA Hours
When clients receive IRS CP2000 mismatch letters or state audit notices, CPAs spend hours manually reconciling reported vs expected income.
The AI Agent Solution

Specialized AI Agents That Never Sleep.
Orchestrated by One Main AI Agent.

Deploy a coordinated team of dedicated sub-agents that solve your revenue leaks, qualify buyers, and automate operations 24/7/365.

Sub-Second Response Across Channels
Answer 100% of incoming inquiries on Webchat, WhatsApp, SMS, and Slack in under 1.2 seconds — day or night.
Live System & CRM Sync
Every interaction, appointment, and qualification score is instantly committed to Drake Software, QuickBooks, ProConnect, and CCH Axcess without manual human data entry.
Autonomous Execution & Approvals
Sub-agents handle 90% of routine workflows autonomously, while flagging high-value threshold tasks for 1-click Slack approvals.
Seamless Setup

Configure Your AI Agent in 4 Simple Steps.

No code. No engineering resources. Live and working with your stack in under 24 hours.

STEP 01
Connect Tax Software & Client Portals
1-click integration with Drake, ProConnect, CCH Axcess, QuickBooks, and secure client vaults.
STEP 02
Ingest Federal & State Tax Playbooks
Upload IRS publications, corporate deduction strategies, and state-specific tax forms.
STEP 03
Configure Automated Document Extraction
Enable OCR extraction for W-2, 1099-B/DIV/INT, K-1, and 1098 documents with instant reconciliation.
STEP 04
Review Pre-Populated Tax Workpapers via Chat
Command the Main AI Agent for multi-entity tax summaries, deduction optimizations, and audit letters.
Chat-Ops & Prompt-Driven Execution

Everything Done Through Chat.
No Complex Dashboards. No Clunky Menus.

Manage your entire operation directly through natural conversation. Whether in Slack, Teams, SMS, WhatsApp, or Webchat — just tell your AI Agent what to do.

1. Get Reports via Prompt
"Show me this month’s processed client tax returns, document collection completion rates, and average preparation time."
Report: 340 returns prepared (average time 18 minutes vs 3.5 hours), 98.4% document complete rate.
2. Assign via Prompt
"Calculate maximum Section 179 expensing and bonus depreciation for $180,000 commercial equipment purchase."
Calculated $180,000 100% first-year deduction; reduced taxable net business income by $180k.
3. Schedule via Prompt
"Schedule Q3 estimated federal and state tax vouchers (Form 1040-ES) for all S-Corp business owner clients."
Generated personalized payment vouchers and scheduled automated calendar reminders with payment links.
4. Update Drake Tax & QuickBooks Online via Prompt
"Export finalized client workpaper data directly into Drake Tax Form 1120-S corporate return."
Mapped 48 line items with complete balance sheet M-1 reconciliation into Drake Tax.
Webchat Widget
WhatsApp Business
SMS & Twilio
Slack Workspace
AI Voice Inbound
Live Interactive Customer Conversation Simulator
Active · Sub-1.2s Response
CU
Client uploaded a zip file containing 14 blurry smartphone photos of 1099s, W-2s, and receipts.
MULTI-DOCUMENT OCR EXTRACTION & TAX ENVELOPE STRUCTURING
Vision OCR: Parsed 2 W-2s, 4 1099-NECs, 1 1099-INT, and 7 business meal receipts
Matched EINs, gross wages, and federal/state withholdings
Populated standardized client 1040 workpaper in 6.2s
14 Tax Documents Processed in 6.2 Seconds! Extracted $184,200 in gross wages, $42,100 in contract income, and $34,800 in total federal/state tax withholdings. Flagged 1 missing 1098 Mortgage Interest statement; automated polite client request dispatched.
100%
Lead Coverage Across All Channels
< 1.2s
Average Response & Booking Time
$0
Extra Engineering or Setup Costs
Multiple Specialized AI Agents · One Main AI Agent

One Main AI Agent Handles All Reports.
Specialized AI Agents Do the Specific Work.

Leadership prompts the Main AI Agent for consolidated store reports, pipeline briefings, and approvals. Each department interacts with specialized sub-agents tailored to their workflow in Slack, Teams, or Webchat.

CPA Firm Leadership Command
Consolidated Tax Practice Throughput & Advisory Growth
Prompt the Main AI Agent for firm return filing velocity, average fee per client, realization rates, and high-value advisory opportunities.
3x Return Preparation Capacity
Enables CPAs to prepare and review 3x more returns without hiring temporary seasonal staff.
Proactive Tax Advisory Alerts
Uncovers PTET elections, R&D tax credits, and Augusta Rule opportunities across your client roster.
Zero-Defect Audit Trail
Cross-checks every number against source documents and IRS code sections.
#firm-command
Main AI Agent · Tax Partner Mode
PARTNER
David Thorne, CPA (Managing Partner)09:00 AM
How many returns have we prepared this week, and what is our firm-wide document completion percentage?
Rhino Main AI Agent09:00 AM
Weekly Tax Practice Summary:
• Completed Workpapers: 142 client returns ready for partner sign-off.
• Average Preparation Time: 16 minutes per return (Down from 3.2 hours).
• Document Completion Rate: 94.2% (Gentle automated reminders dispatched for remaining 8 clients).
• High-Value Advisory Identified: $140k in aggregate tax savings discovered via PTET & Section 179.
Document Extraction Specialist
Ingests Any Client Document in Milliseconds
Parses W-2s, 1099-MISC/NEC, 1099-B brokerage statements, K-1s, and bank statements, reconciling numbers automatically.
Blurry Photo OCR
Extracts numbers accurately from wrinkled smartphone photos and low-res PDF scans.
Schedule C & E Categorization
Sorts business expenses into IRS-compliant deduction categories automatically.
Missing Document Radar
Detects missing tax forms based on prior-year returns and notifies the client.
#tax-documents
OCR Agent
SPEC
Carlos Mendez (Senior Tax Associate)11:30 AM
Process 40-page consolidated 1099 brokerage statement for client Miller Family Trust.
OCR Agent11:30 AM
Brokerage Statement Processed in 4.8 Seconds:
• Short-term capital gains: $48,210.
• Long-term capital gains: $112,400.
• Qualified dividends: $14,200.
• Foreign tax paid: $1,840.
• All wash sales reconciled; Form 8949 CSV export ready for tax software import.
Tax Strategy Specialist
Maximizes Legitimate Federal & State Deductions
Evaluates corporate tax credits, Section 199A QBI deductions, cost segregation, and retirement plan contributions.
Section 199A QBI Maximization
Optimizes wage vs capital allocation for high-income business owners.
Cost Segregation Studies
Identifies accelerated 5, 7, and 15-year property depreciation for real estate investors.
Defined Benefit Pension Plans
Calculates pre-tax retirement contribution shelters up to $300k+ annually.
#tax-strategy
Strategy Agent
SPEC
Carlos Mendez (Senior Tax Associate)02:00 PM
Client net income is $450k in an S-Corp. What is their optimal reasonable salary to balance payroll taxes and QBI?
Strategy Agent02:00 PM
Reasonable Compensation & QBI Analysis:
• Recommended Base Salary: $125,000 (Supported by industry wage survey for executive management).
• Shareholder Distributions: $325,000.
• Payroll Tax Savings: $9,425 annually.
• Maximizes 20% Section 199A QBI deduction on remaining pass-through profits.
IRS Defense Specialist
Resolves IRS CP2000 Notices in Minutes
Decodes cryptic IRS letters, pinpoints matching errors, calculates penalty abatement eligibility, and writes formal legal rebuttal letters.
Automated IRS Defense Letters
Drafts professional, citation-backed response letters ready for CPA signature.
First-Time Penalty Abatement
Checks client compliance history to request automatic waiver of failure-to-file penalties.
Statute of Limitations Radar
Verifies assessment validity against the 3-year federal audit statute.
#audit-defense
Defense Agent
SPEC
Elena Rostova (Tax Associate)04:15 PM
Client received a $4,200 penalty for late filing on Form 1065. Are they eligible for penalty abatement?
Defense Agent04:15 PM
Penalty Abatement Confirmed:
• Partnership has clean 3-year tax compliance history.
• Eligible for IRS First-Time Penalty Abatement (FTA) under IRM 20.1.1.3.6.1.
• Drafted formal FTA request letter to IRS Ogden Service Center requesting full $4,200 penalty waiver.
Enterprise Features

Everything You Need for Enterprise Automation.

Built for high-volume operations, strict compliance, and effortless multi-channel management.

Instant Multi-Document OCR Parsing
Extract W-2s, 1099s, K-1s, and receipts from messy smartphone photos in under 5 seconds.
Section 179 & Depreciation Advisory
Calculate optimal bonus depreciation and vehicle write-offs to cut client tax liability.
Autonomous IRS Notice & CP2000 Defense
Reconcile income mismatches and generate professional IRS rebuttal letters in minutes.
State PTET Arbitrage Calculator
Bypass the federal $10,000 SALT cap for partnerships and S-Corps with automated elections.
Chasing Missing Client Documents
Dispatches gentle automated SMS/email checklists so clients send missing forms before April.
Full Tax Software & Ledger Sync
Seamlessly connect Drake Tax, ProConnect, CCH Axcess, and QuickBooks Online.
Native Integrations

Connects to Your Entire Tech Stack.

RhinoAgents connects via secure REST APIs and webhooks in under 15 minutes.

Tax Preparation Software
Drake Tax & ProConnect
Pre-populate Form 1040, 1120-S, 1065, and state schedules directly from verified workpapers.
Accounting General Ledger
QuickBooks & Xero
Extract trial balances, journal entries, and profit & loss statements for tax reconciliation.
Secure Client Portals
SmartVault & ShareFile
Automated document ingestion, client signature tracking, and encrypted tax return delivery.
Enterprise Tax Suites
CCH Axcess & UltraTax
Multi-tiered partner review workflows, e-filing validation, and multi-state apportionment.
CPA Practice ChatOps
Slack & Teams
Real-time tax return progress cards, missing document alerts, and tax partner sign-off queues.
Client Communication
SMS Client Checklists
Send friendly, branded text nudges to clients with secure 1-click mobile upload links.
Common Questions

Frequently Asked Questions.

Everything you need to know about pricing, setup, and multi-agent operations.

Can the AI parse wrinkled or blurry smartphone photos of tax forms?
Yes! Our vision OCR engine is trained specifically on thousands of IRS tax document variations, extracting EINs, box numbers, and dollar amounts accurately even from low-resolution smartphone camera photos.
Does it integrate directly into Drake Tax or ProConnect?
Yes. RhinoAgents exports structured tax workpaper data directly into Drake Tax, Intuit ProConnect, and CCH Axcess, eliminating manual data entry for your staff.
How does it help CPAs draft IRS notice responses?
Upload the client’s IRS CP2000 notice. The AI reconciles the IRS discrepancy against your filed workpapers, pinpoints missing cost basis or reporting errors, and drafts a formal rebuttal letter citing relevant IRC sections in under 60 seconds.
Does the AI replace the licensed CPA or tax preparer?
No. It operates as an elite tax associate that does 80% of the heavy lifting — collecting documents, extracting numbers, and spotting deductions — presenting clean workpapers for the CPA’s review and final signature.
What does the $99/mo plan include for tax consultants?
The $99/mo plan includes unlimited specialized sub-agents, full tax software integrations, 100 free test credits, OCR extraction, and audit defense letter generation with zero setup fees.
Is client financial and tax return data confidential?
Yes. We are SOC 2 Type II certified and adhere to strict IRS Section 7216 privacy standards. Client tax data is encrypted with AES-256 and never used to train public AI models.
"RhinoAgents completely transformed our tax season. Our associates prepared 350 returns in the time it used to take for 100. The automated document OCR and IRS CP2000 defense letters paid for the service 10x over."
David Thorne, CPA
Managing Partner · Thorne & Associates CPAs
AI Agents for Tax Consultants & CPAs

Connect. Configure. Get Work Done.
Plans from $99/mo.

Your AI Agent connects to Drake Software, QuickBooks, ProConnect, and CCH Axcess in minutes — then works 24/7 qualifying leads, booking meetings, and updating your systems. Live in 24 hours.

Book a Platform Demo Start Free — Plans from $99 →
100 free test credits • No credit card required • Cancel anytime • Live in 24 hours
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