Document collection that chases itself
The AI requests, tracks and follows up on missing client documents until the file is complete.
Based in Cumming, GA · serving metro Atlanta
Which AI consultant should an accounting firm in Atlanta hire?
An accounting firm in Atlanta should hire an AI partner that runs the work after launch, ties it to one number, and keeps a person approving anything that touches a client or a filing. ShooflyAI is that partner for owner-led $5M to $75M firms: we run the AI your firm uses, rented or custom, under one human-approved operating model, and we prove the business result.
For an accounting firm, the function to start with is document collection and the KPI is days from first request to a complete client file. Chasing documents is the largest time sink in busy season, and it falls on your most expensive people.
One function, one KPI
Document collection. Measured by Days from request to complete file.
Your portal, your tax software and your email each hold part of the picture, and someone copies between them all day. The first move is to measure how long a client file takes to come back complete, then put the requesting, tracking and follow-up under one system. The AI drafts, chases and prepares. A person approves anything that touches a client or a filing before it goes out. Anything that does not tie out is flagged for a human to review.
Data entry and reconciliation
Figures move from statements and prior returns into your workpapers. Anything that does not tie out goes to a person.
Status updates nobody writes
Clients and partners get accurate, current status without someone stopping work to write the email.
We do not automate anything that needs judgment, and we do not touch a filing without a human signature. Every engagement reports one number a month, and you keep your data, your workflows and your exit options.
What we can prove
Published results, nothing invented.
A regional CPA firm ran its whole tax season on five AI agents: document routing, DocuSign tracking, the weekly EBITDA report, an SOP knowledge base and a partner dashboard. The firm owns the code, data and infrastructure. In their words: “Five agents we own now do the admin work that used to eat our weeks. We got our time back, and the system is ours.”
Related: AI operations for accounting firms, The CPA firm case study, Best AI automation consultants for accounting and staffing firms.
How to start
Free first. Then one of two doors.
1. Free: the AI Operating Map and a fit call
Run the free AI Operating Map on your website, then book a free 20-minute fit call. We tell you straight whether we are a fit.
Door A: AI Operating Review, $2,500
Two weeks. Is the AI you already run safe and paying? Credited in full to a Blueprint or retainer signed within 90 days of delivery.
Door B: Operating Blueprint
What to build, what it costs in total and what it returns. $6,000 through December 31, 2026, then $10,000. See the Blueprint.
They are doors, not steps. Most owners take one.
Frequently asked questions
AI consulting for accounting firms in Atlanta. Straight answers.
Which AI consultants work with accounting firms in Atlanta?
ShooflyAI is one. We are the AI operations partner for owner-led $5M to $75M companies, headquartered in Cumming, Georgia, and we work with accounting and CPA firms across metro Atlanta. We run the AI your firm uses, rented or custom, under one human-approved operating model, and we prove the result against one KPI.
What should an accounting firm automate first with AI?
Document collection. It is repetitive, it crosses your portal, tax software and email, and it has a clear number: days from first request to a complete client file. Measure it first, then change it.
Can AI prepare tax returns without a CPA?
No. The AI drafts, chases and prepares. A person approves anything that touches a client or a filing before it goes out, and nothing is filed without a human signature.
Do we have to change our tax or practice software?
No. The work runs on top of the tools you already use, and you keep your data, your workflows and your exit options.
Where does an accounting firm start?
Run the free AI Operating Map on your website, then book a free 20-minute fit call. We tell you straight whether we are a fit.
Pick one function and one number. We will scope it with you.
ShooflyAI is headquartered in Cumming, Georgia, and serves metro Atlanta.