The missing documents get chased. Preparers prepare.
We build AI agents for CPA, EA and tax-prep practices. They chase missing documents, remind clients to finish organizers, run engagement letters and intake, and handle scheduling. Preparers keep every judgment.
CPA, EA and tax-prep practices, 5 to 40 staff.
A build started by mid-November is live before January.
Agor AI's own AI assistant answers. It tells you it is an AI.
What the agent handles
- Missing documentsChases each client against that client's own checklist.
- OrganizersReminds clients until the organizer is complete.
- Engagement and intakeRuns the engagement-letter and intake flow.
- SchedulingBooks, confirms and reschedules appointments.
What it never does
- Never prepares a return.
- Never gives tax advice.
Preparers keep every judgment.
How it starts
1. The review, $2,000
We map one workflow and hand back the agent design and a build plan.
2. The build, 30 days
The fee is credited in full toward a 30-day build.