Missing-document chasing
It tracks who still owes you a W-2, 1099 or K-1 and drafts polite reminders on your schedule, for your OK.
Home / Accountants & tax
Accounting & tax
Your clients’ numbers stay in the building.
Tax season turns the inbox into a second job, and nobody wants to paste a client’s return into a chatbot. AdminOnsite drafts the replies, chases missing documents and searches your prior-year files on a computer that sits in your office.
Client replies drafted
Routine questions about deadlines, extensions and what to bring get a draft answer in your tone. You approve before anything sends.
Search prior years
“What did we carry forward for the Nguyens in 2024?” It finds the workpaper and points to the page.
Engagement letters and notes
Engagement letters, organizers and meeting notes drafted from your templates and checklists.
Tax preparers have specific rules about using and disclosing client information (for example, IRC Section 7216). AdminOnsite is built so client files are processed on your own hardware rather than by an outside AI service. It doesn’t make compliance decisions for you; please confirm your obligations with your own advisor.
Questions
Is client data sent to an AI company?
No. The models run on the Mac mini in your office, so documents and email are processed there. Our remote access is for updates and support only, and it’s logged.
How good is it compared with ChatGPT?
Very good at drafts, summaries, sorting email and searching your own files. Not as strong as the newest cloud models at hard, open-ended reasoning. It drafts; your professionals decide.
What does it cost?
From $249 a month plus setup, for the whole office. No per-seat fees or AI credits. After 24 months the box is yours.
Now booking founding offices
See it on your own files
Tell us about your office. We’ll set up a demo with documents like yours, so you can judge the drafts and summaries yourself.
- Your kind of documentsWe demo on sample files from your field: letters, workpapers or policies, not a canned script.
- Straight answers on priceFlat monthly plans for the whole office. No seats, no credits.
- Honest about fitIf cloud AI is the better choice for you, we’ll say so.