AI agents for accountants
We know the firm grind. Our AI agents do it.
Dooza for accountants, CPAs and bookkeepers: one AI agent for each job that buries your staff. Chasing client documents, the inbox, bank and portal downloads, deadlines, engagement letters. Each one sets itself up like a new hire, works around the clock, and passes work to the others like a real team.
Rather talk first? Book a 30-minute call.
Firm back office
Office open. You are in.
Inbox agentAI9:47 pm
Rivera Landscaping sent their 1099s. Filed to their folder. Passing to Documents.
Documents agentAI9:49 pm
Still missing September bank statement. Getting it from the portal.
bank-portal.example/statementsits browser- ClientRivera Landscaping LLC
- AccountOperating ••4410
- StatementSeptember 2026
Documents agentAI9:53 pm
File complete.
rivera-sep-2026-statement.pdfRivera Landscaping / 2026FilesDocuments agentAI9:54 pm
Thank-you note drafted: “We have everything, we will start this week.” Send it?
You7:58 am
Approve.
Deadlines agentAI8:00 am
Morning check done. 7 extensions due in 30 days, 2 files still incomplete.
deadlines-30-days.xlsxwith missing-docs flagsFiles
One agent for each thing that eats your day.
Hire one or all six. Each has its own computer, its own browser and its own job. And they work with each other: the Inbox agent hands every uploaded document to the Documents agent, the Documents agent tells the Deadlines agent when a client’s file is complete, the Portal agent drops statements where your staff start the reconciliation, the Onboarding agent hands every signed letter back to Documents to open the checklist, and you see every handoff in your chat.
Documents agent
Half your season is chasing clients for paperwork.
Keeps a checklist per client, checks what has come in, and drafts a polite reminder to everyone still missing a W-2, 1099, bank statement or receipt, then follows up on a schedule until the file is complete. Nothing goes out until you tap Approve.
Hire the documents agent freeInbox agent
The inbox fills up while you are heads-down in a return.
Reads your firm’s webmail, sorts client questions, “where is my return?” emails, uploaded documents and notices, saves attachments to the right client folder in Files and drafts each reply. Nothing goes out until you tap Approve.
Hire the inbox agent freePortal agent
Logging in to ten portals to download one month of statements.
Logs in to the bank, card, payroll and bookkeeping web portals you use, in its own browser, and downloads the statements and reports your staff need into Files, named and sorted by client and month. You sign in once and type the 2FA code yourself; then it keeps working.
Hire the portal agent freeDeadlines agent
A pile of extensions, and half the files are still empty.
Wakes up every morning on its own, checks your deadline sheet for returns, extensions and estimated payments coming due, flags whose file is still incomplete, and drafts the heads-up email to each client.
Hire the deadlines agent freeOnboarding agent
Engagement letters and organizers, one client at a time.
Fills your engagement letter and organizer templates for each new or returning client from your client list, saves them to Files, and drafts the email that sends them out, then follows up until they come back signed. It fills fillable PDF, Word and Excel files you upload. Nothing goes out until you tap Approve.
Hire the onboarding agent freeSales agent
No time to grow the firm while you serve it.
Finds businesses that fit the clients you want in public sources you point it to, like new business filings in your state, builds the list with their websites and public contact details in Files, and drafts a personal first email to each. Nothing goes out until you tap Approve; then it follows up until they reply.
Hire the sales agent freePhones
Clients call while you are in a return.
Crew agents take phone calls too. It is included in your Crew plan, so there is no separate phone service to buy.
After you lock up, they keep working.
Your agents wake up every hour on their own and do whatever is due. You come in to a short list of things to approve.
An example night. Numbers are illustrative.
6:10 pm · Inbox agent
Sorted 31 emails. 9 documents filed to client folders, 5 replies waiting for your OK.
9:15 pm · Documents agent
12 clients still missing paperwork. Reminders drafted.
1:00 am · Portal agent
Downloaded last month’s statements for 18 clients into Files.
6:00 am · Deadlines agent
7 extensions due in 30 days, 2 files incomplete. Client emails drafted.
7:30 am · Onboarding agent
5 engagement letters filled and saved to Files, emails drafted.
7:58 am · You
Approved 21 drafts from your phone before the office opened.
Hire it like a new staff accountant. Minus the busy-season training.
1. Tell it the job
Type the job in plain words, the way you would brief a new hire on day one.
2. It sets itself up
Your master agent creates the agent, with its own computer and browser. You sign in to your portals and webmail once.
3. Add your team
Invite your staff and partners to the same chat. Anyone can hand out a job and see the work.
Your license, your clients, your sign-off.
A firm runs on trust. So the agents do the legwork and you keep every decision.
- Never sends without you
- Before it sends an email or clicks Send or Pay, it asks you: Approve, Edit or Reject in chat.
- No tax or audit opinions
- It gathers, sorts and drafts. Review, sign-off, filing and advice stay with you and your licensed staff.
- Keeps your systems
- No migration. It works in the web tools you already log in to, in its own private browser.
- No surprise bill
- A hard cap on AI spend. At the cap it pauses and tells you.
Less than a day of a staff accountant’s pay. For the month.
Free for 7 days. Then $49 a month for your whole organization (unlimited users and agents, no per-seat fee), with AI usage included and a hard spending cap. Cancel during the trial and you pay nothing.
Questions accountants ask
Dooza Crew gives an accounting, tax or bookkeeping firm AI agents: one to chase client documents, one for the inbox, one for bank and portal downloads, one for deadlines, one for engagement letters and organizers, and one for finding new clients. Each has its own computer and browser, works around the clock, and works with your staff in one chat. Before it sends anything, it asks you to approve.
It works in web-based tools you can log in to with a browser: bank and card portals, webmail, online bookkeeping and practice-management tools. We have not certified any specific accounting or tax software yet, so try it on yours during the 7-day free trial.
No. It gathers documents, downloads statements, sorts the inbox, tracks deadlines and drafts emails. Preparing, reviewing, signing and filing returns, and any tax advice, stay with you and your staff.
Yes. It fills fillable PDF forms, Excel and Word files you upload, such as an organizer or an engagement letter template, and saves them to Files for you to check. Scanned PDFs without form fields cannot be filled.
Yes. Crew agents take phone calls too. It is included in your Crew plan, so there is no separate phone service to buy.
Every account runs in its own isolated sandbox with its own browser and files. You type your passwords and 2FA codes yourself, and nothing is sent without your approval.
Free for 7 days. Then $49 a month for your whole organization (unlimited users and agents, no per-seat fee), with AI usage included and a hard spending cap. Cancel during the trial and you pay nothing.
Yes. Users are unlimited. Add your staff and partners to the same chat and everyone can hand out jobs and see the work.
Still have a doubt? Ask a person.
Book a 30-minute callWhat should your first AI employee take off your desk?
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