AI Assistant
Intelligent automation that answers questions and generates reports
TuskCPA's AI Assistant uses advanced natural language processing to answer client questions, extract data from documents, draft emails, and generate financial insights automatically.
What the AI Can Do
Answer Client Questions
Clients ask questions via portal, AI answers instantly using your firm knowledge base. Reduces support tickets by 70%.
Extract Document Data
Upload W-2s, 1099s, receipts - AI extracts all fields with 98% accuracy. Eliminates manual data entry.
Draft Communications
Generates professional emails, engagement letters, and client reports in your firm's voice and style.
Financial Analysis
Analyzes P&L trends, identifies anomalies, suggests tax strategies, and explains complex financial concepts.
Document Data Extraction
Simply upload or email documents to TuskCPA. The AI automatically identifies document types and extracts all relevant data fields.
Supported Document Types
Tax Forms
- • W-2, W-4, 1099 (all types)
- • K-1, Schedule C/E
- • 1098, 1095-A/B/C
- • Property tax bills
Business Documents
- • Invoices and receipts
- • Bank statements
- • P&L and balance sheets
- • Payroll reports
Client Q&A Chatbot
Enable the AI chatbot in your client portal. Clients ask questions and receive instant, accurate answers based on:
- • Your firm's knowledge base and policies
- • Their specific tax situation and account data
- • General tax law and accounting principles
- • Previous conversations and context
Example Questions Clients Ask
"What tax deductions am I eligible for as a freelancer?"
AI provides personalized list based on their business type, with links to relevant IRS publications.
Email and Report Generation
Train the AI on your firm's writing style. It then drafts professional communications that sound like they came from your team.
What AI Can Write
- Client Updates: Tax return status, document requests, deadline reminders
- Engagement Letters: Customized scope of work and fee arrangements
- Tax Planning Memos: Personalized strategies based on client data
- Financial Summaries: Plain-English explanations of P&L and balance sheet
- Follow-Up Emails: Professional yet friendly check-ins
Financial Insights & Analysis
Ask the AI to analyze any client's financial data. It identifies trends, anomalies, and opportunities.
Trend Analysis
"Show me revenue trends over the last 3 years" - AI generates charts and explains year-over-year changes, seasonality, and growth patterns.
Anomaly Detection
AI flags unusual transactions, expense spikes, and potential errors automatically. Helps catch mistakes before they become problems.
Tax Strategy Suggestions
Based on client's income, expenses, and entity type, AI recommends tax-saving strategies like retirement contributions, equipment purchases, or entity restructuring.
Training Your AI Assistant
The AI learns from your firm's data to provide better, more personalized responses:
- Upload Firm Policies: Client onboarding guides, engagement letter templates, fee schedules
- Connect Email: AI learns from your past client communications
- Review and Correct: When AI drafts content, review and edit. It learns from your changes.
- Add FAQs: Input common questions and your preferred answers
Privacy & Security
Your Data Stays Private: We never use your client data to train public AI models. All processing happens in secure, isolated environments. Client data is never shared or exposed.
Best Practices
- Always Review AI Output: Especially for client communications and tax advice
- Set Clear Boundaries: Configure which questions the chatbot can answer vs. escalate to staff
- Start with Simple Tasks: Begin with data extraction, then move to Q&A and content generation
- Provide Feedback: Rate AI responses to improve accuracy over time
Curious About AI Capabilities?
Schedule a live demo to see the AI Assistant in action with your firm's data.