◆ AgentAdvisor part of VireoAgents
Sign in Request access
For tax & wealth advisory firms

The AI back office that runs while your team advises.

AgentAdvisor automates the repetitive back-office work — doc intake, client communications, quarterly estimates, IRS notice triage, engagement letters — so your firm serves more clients with the same headcount and finally moves off hourly billing.

Request access Sign in
20-30%
Less back-office labor
Cut admin + junior bookkeeper hours per client. Industry data supports 30-40% achievable; we promise the safe range.
$1.5-10K
Quarterly subscription pricing
Move off hourly billing onto recurring revenue. Adds 20-40% to annual fees and 150-300% to revenue per client.
1.5×
More clients per FTE
Free senior staff for high-value advisory work. ~35% improvement in revenue per FTE at typical mid-market firms.

Seven workflows. One operator dashboard.

Each agent automates a single high-frequency task. Your team reviews and ships in minutes instead of hours.

1
Client document intake
W-2 · 1099 · K-1 · brokerage statements · receipts — drop the PDF, get back structured tax fields in seconds.
Shipped
2
Bookkeeping categorization
Connect a card via Plaid, classify thousands of transactions automatically, surface only the exceptions for human review.
In development
3
Client communications
Doc receipts, missing-doc requests, deadline reminders, status updates — drafted with the firm's voice, ready to send.
Shipped
4
Quarterly tax estimates
Compute Form 1040-ES federal + state estimates with full safe-harbor analysis and payment instructions. Review and send.
Shipped
5
IRS notice triage
Drop the notice PDF. Get back the notice code, urgency, deadlines, recommended action, and a draft response.
Shipped
6
Engagement letter generation
Pick the engagement type, list services, set fees — get a polished engagement letter ready for HelloSign in seconds.
Shipped
7
Client portal management
Self-serve uploads and downloads with firm-controlled access. Per-firm, per-client permissions.
Planned
+
Plus your custom workflows
Tell us where your team spends its repeating hours. New workflows are added to the platform as design partners surface them.

Built with a design partner.

"We're piloting AgentAdvisor across our doc intake, comms, and quarterly-estimate workflows. The goal is to free our partners to do real advisory work — not chase down K-1s and draft routine reminders."
— Tewodros Dejene, CPA · Dejene & Associates (Gardena, CA)

Want to see it on your firm's workflows?

We're onboarding one design partner at a time. If you're a CPA or wealth advisor with at least 30 clients, get in touch.

Request access Sign in to preview