For accounting firms

    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.

    Book a 30-minute demo Start free
    Free to start (150 one-time credits)No credit card requiredWorks alongside your tools2-minute setup
    Cole - Pocodot AI coworker

    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

    The daily grind

    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.

    Persistent, polite

    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.

    Under 5 min

    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.

    Proactive

    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.

    0 missed dates

    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.

    On cadence

    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.

    Weekly roll-up

    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

    01

    Add Cole to your firm channel

    Invite Cole to Slack or your staff WhatsApp group. Forward your first client doc request. He starts chasing.

    02

    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.

    03

    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

    checked on every request

    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

    3
    $
    Hours saved/year1,200
    Time cost reclaimed$72,000
    Pocodot cost/year (Pro annual)$468
    Annual time cost savings$71,532
    153× return on your plan cost· Pays for itself in 1 week
    Recommended: Pro →
    • 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.

    Honest about what we ship

    What we will tell you about our security posture

    Workspace-isolated data with workspace checks on every request. Encrypted in transit, with saved logins and app tokens also encrypted at rest. 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.

    Security overview·Compliance status·Trust foundation

    Related reading

    Deep dives, comparisons, and how-to guides for your industry.

    comparisons

    Best AI for Accounting Firms in 2026 (7 Tools Compared)

    Compare 7 AI tools for accounting firms in 2026. Our pick for client communication is Cole, which we make: it drafts document requests and posts deadline reminders from your chat apps.

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    Questions teams ask us

    Not directly today. Cole does not read or write into tax prep, accounting, or practice management software. He works alongside them: document requests go out via email and chat, engagement letters draft from your template, deadline reminders post to your team channel, and invoices draft from the agreed engagement scope. Your tax and accounting software stays the system of record - we will publish direct integrations when they ship and not before.

    No. Cole never prepares returns or gives tax advice. He handles the communications and administrative side of your practice - doc chase, engagement letters, client updates, deadline reminders, and billing. Tax prep, review, and client advisory stay with your CPAs.

    Every record we store is tagged with your workspace, and every query checks that tag before it returns anything. Data is encrypted in transit, and saved logins and app tokens are also encrypted at rest. There are no cross-customer shared views. See /security and /compliance for the full posture.

    Our SOC 2 audit is in progress and we publish status updates at /compliance - we will not claim certification until the report is delivered.

    They forward client doc requests to Cole instead of sending manual chase emails, ask Cole to draft engagement letters and client updates, and let him track filing deadlines and invoice reminders. The tax prep workflow stays exactly the same.

    Start free with 150 one-time credits. Paid plans begin at $15/month (Starter, billed annually). Pricing and credit estimates for a typical CPA firm are on /pricing. For volume agreements, talk to sales.

    Ready to take the busywork off your team?

    A 30-minute demo on a real workflow in your shop. No slide deck.

    Book a 30-minute demo Start free instead