accounting

Verigence for CPA — Tax Practice

Capture after-hours prospects before competitors answer, classify IRS notices by 30-day fuse, chase missing documents so extensions don't pile up.

$220–$810/return (AICPA MAP median) + $3,200/OIC downstream

Solo CPA / EA through small firms (AICPA ≤$10M rev)

Workflows built for you

Pick a workflow to see how the live demo behaves in this vertical.

Live voice demo

~2–4 min · tap to start

New Client Onboarding — Engagement Letter + First-Call Discovery

A referral calls to engage a CPA firm for the first time. AI qualifies service needs, scopes the engagement, confirms fees, and routes to the right staff member — all in one call.

Fort Bend Business Accountants

What you capture from this workflow

AICPA 2025 MAP Survey median fees

Per call

$810+ per new S-corp / partnership client

At scale

~$48K/yr on tax-season after-hours capture alone (2 missed-call recoveries/wk × 12 wks)

Staff time saved

~14 min of admin time per onboarding intake call

Without Verigence: 37% of new-client prospects go to whichever CPA answers first. After-hours voicemail = prospect lost.

Start call

Live voice demo

~2–4 min · tap to start

OIC Status Update — Keep the Taxpayer Informed, Not Panicked

Outbound status call for an IRS Offer-in-Compromise in-process. AI updates the taxpayer on current OIC status, requests missing financial-disclosure docs (Form 433-A), never commits to outcomes.

Gulf Coast IRS Representation, PLLC

What you capture from this workflow

IRS OIC/IA program — AICPA 2025

Per call

$450 triage + $3,200 avg OIC/IA downstream

At scale

~$38K/yr on 10 IRS-notice-to-engagement conversions/yr

Staff time saved

~20 min of EA time per IRS notice triage call

Without Verigence: Panicking clients call the first professional who sounds calm. Speed-to-de-escalation = 2× engagement rate.

Start call

Live voice demo

~2–4 min · tap to start

1040 Individual Tax Intake — W-2 + Sch C + Missing-Docs Triage

New-client 1040 intake during tax season. AI gathers W-2 / Sch C / Sch E / brokerage 1099s, flags missing docs, schedules preparer review, and sets extension expectation if incomplete by April 1.

Fort Bend Business Accountants, PLLC

What you capture from this workflow

AICPA 2025 MAP Survey — 1040 fee schedule

Per call

$220–$450 per 1040 individual return (AICPA MAP median)

At scale

~$28K/yr on tax-season overflow capture (3 recovered calls/wk × 14 wks × $450)

Staff time saved

~12 min of admin time per intake call

Without Verigence: Competitors answer after-hours in March. The first firm to speak with the prospect wins the engagement.

Start call

More for CPA — Tax Practice

Tax Document Collection — Proactive Outreach

The AI calls a client whose documents are overdue—identifies what is missing and sends a secure upload link.

Tax Extension Filing — October 15 Managed Without Panic

A client who filed an April extension calls in September — documents now in hand. AI captures the remaining items, confirms estimated tax payment status, and queues the preparer for the October 15 window.

Year-End Payroll — W-2 + 1099-NEC Deadline Coordination

January payroll-year-end intake for a small-business client. AI verifies W-2 employee count, gathers 1099-NEC vendor list + TINs, flags missing W-9s, confirms the Jan 31 deadline.

Don't see your exact workflow?

Verigence is a configurable platform — every scenario here is a set of knobs. If your exact workflow is not listed, we can still map it in the planning conversation.

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