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Run your firm. From a chat.
Cole is the AI coworker for CPA firms, bookkeeping practices, and tax prep shops. Client document chase, engagement letter drafting, filing deadline tracking, client update comms, billing and AR chase - across WhatsApp, Slack, email, and SMS. Your tax and accounting software stays the system of record.
Cole - Pocodot
online
Cole, forwarded sub from Acme Manufacturing - need GL, Umbrella, WC quotes for 1/1.
9:14 AM
Got it. Routed to Maya (commercial) with a draft acknowledgement and a quote-checklist for the carriers. X-date 12/31 tracked.
9:14 AM
Just finished call w/ Rivera, $2M umbrella renewed. Log it.
11:48 AM
Logged. Note: Renewed $2M umbrella - Rivera Co. Drafted thank-you email + queued cert-on-file refresh for review.
11:49 AM
Sound familiar?
Teams in this space fight these every day. Cole was built to take them off your plate.
Tax-season doc chase never ends
W-2s, 1099s, K-1s, bank statements - every client needs three reminders, and you are chasing 200 of them at once.
Engagement letters pile up
Every new client and every renewal needs an engagement letter. The template is there, but customizing and sending 50 of them takes a full week.
Filing deadlines across clients
April 15, October 15, quarterly estimates, state filings - one missed extension costs a client real money and costs you the relationship.
Billing and AR lag behind
Invoices go out late because the work was done but nobody logged the time. Payment reminders are manual. Collections happen only when someone notices.
What Cole does for your team
Six superpowers, one chat thread.
Client doc request chase
Cole sends the initial document request, follows up at 7/14/21 days, tracks which items are still outstanding per client, and posts a dashboard to your team channel so you see who is holding up the return.
Engagement letter drafting
Cole drafts engagement letters from your template and the client's prior-year scope. You review, adjust terms, and send. No more rewriting the same paragraphs for every client.
Client update comms
Status updates, extension confirmations, refund estimates, year-end planning reminders - drafted in your firm's voice from a short note. Clients hear from you before they have to ask.
Filing deadline tracking
Cole tracks federal, state, and quarterly filing deadlines per client. He nudges the preparer at 30/14/7 days, posts reminders to the firm channel, and flags anything without a confirmed extension.
Billing and AR chase
Cole drafts the invoice from the engagement scope, sends it when the work is done, and chases payment at 7/14/30 days in the client's preferred channel. Your AR aging stays clean.
Firm-wide workload view
Every Monday, Cole posts which clients still owe documents, which returns are in review, which deadlines are this week, and which invoices are overdue - so the partners see the full picture.
How it works
Add Cole to your firm channel
Invite Cole to Slack, Teams, or your staff WhatsApp group. Forward your first client doc request. He starts chasing.
Connect your inbox and calendar
Staff connect Google Workspace or Microsoft 365. Cole watches for inbound client docs, deadline reminders, and meeting follow-ups. Your tax software stays the system of record.
Delegate the admin from chat
Tell Cole to chase the missing K-1, draft an engagement letter, send the extension confirmation, or build the weekly workload roll-up. Just ask in plain English from anywhere.
Built for the work you actually do
3x
faster client doc collection
vs. manual email chase
8 hrs
reclaimed per staff member / week
doc chase + comms + billing
< 60 sec
to draft most client comms
ready to review and send
Workspace-isolated
data segregation
encrypted at rest, audit-logged
What does this save your team?
Defaults to a 3-person team at $60/hr fully-loaded cost. Slide to match your shop.
ROI calculator
- 8 hours saved per agent/week
- 73% less manual task routing
- 40% faster turnaround
- 24/7 availability - no sick days
- Zero hiring costs, benefits, or downtime
Based on Pocodot customer data + h/person/week reclaimed on client comms, call notes, and follow-up chase. Your mileage will vary by team mix.
What we will tell you about our security posture
Workspace-isolated data with row-level tenancy checks on every query. Encrypted at rest and in transit. Our SOC 2 audit is in progress and we publish status candidly - we will not claim a certification we have not earned. Enterprise identity federation is on the roadmap, not shipped. No protected-health-information coverage today, so we are not the right fit for benefits work that requires it.
Related reading
Deep dives, comparisons, and how-to guides for your industry.
Questions teams ask us
Ready to take the busywork off your team?
A 20-minute demo on a real workflow in your shop. No slide deck.