Accounting firms.
Running past the talent shortage.
Where the hours
actually go.
Tax season bottleneck
Every tax season overwhelms staff. Partners work 60+ hour weeks. Client work queues up. Routine filings consume the capacity that should be generating advisory revenue.
Manual data collection
Gathering client documents, reconciling ledgers, and collecting information for filings runs on spreadsheets, emails, and phone calls. Every engagement starts from scratch.
Client communication gaps
Clients expect instant responses. Firms send status updates manually — when they remember. Lost clients cite communication as the top reason they leave.
Billing and realization leakage
WIP tracking is inconsistent. Time entries logged late. Invoices sent weeks after work is complete. Realization rates drop without anyone noticing until quarter-end.
What Hendricks deploys
for this vertical.
Autonomous engagement intelligence
Agents monitor every client engagement — document requests, outstanding information, blockers, deadlines. Nudge clients automatically. Surface at-risk engagements before they slip.
Tax workflow agents
Agents handle the repeatable operational work of tax preparation: document intake, data validation, preliminary review routing, and status tracking. Your tax professionals focus on judgment, not coordination.
Client operations automation
Agents respond to client inquiries instantly, send proactive status updates, collect missing information, and route edge cases to the right professional. Clients feel attended to without partners doing the attending.
Revenue operations agents
Agents prompt time entry in real time, monitor WIP aging, draft invoices at milestones, follow up on collections, and flag realization gaps before they compound.
Manual operations
become autonomous.
Common questions
we hear from this vertical.
Does this work alongside my existing tax software?
Yes. Agents integrate with your existing tax preparation, document management, and billing stack. The architecture sits on top of the tools you already use rather than replacing them.
How do you handle client data security?
Deployments run inside your Google Cloud tenant with role-based access controls, encryption at rest and in transit, and audit trails on every agent action. Data never leaves your infrastructure.
How fast can we see results in tax season?
The first agent typically goes into production in 4-5 weeks. If we start before December, the system is live for the full tax season. If we start in February, we target peak-season readiness for the following year.
Ready to see what this looks like for your accounting practice?
> Start with Signal on the home page for a conversational fit check.
> Or book a 30-minute assessment with Brandon directly.