AI Agents for Tax Support
WorkAgentic builds AI agents for tax support that collect documents year-round, keep depreciation and basis schedules current, respond to IRS and state notices in days, and coordinate filings across multiple entities and states so your CPA starts with a complete package instead of a request list.
No technical team neededBuilt by CPAs
Book a Free Tax Process Review
Tax Support Automation
Six tax prep tasks your team stops running manually
Each agent connects to your accounting system and document storage and works continuously through the year. No scrambling to collect documents in April, no stale schedules, no notice sitting unanswered for weeks.
Year-Round Document Collection
- Pulls 1099s, K-1s, W-2s, and receipts into a running file as they arrive
- Each document tagged to the correct entity and tax year automatically
- Missing documents flagged during the year instead of discovered at filing time
- Prior year returns and estimated payment records kept in the same package
- Nothing gets reconstructed from scratch when filing season starts
Automated Schedule Maintenance
- Depreciation and fixed asset schedules update as transactions post
- Basis schedules maintained continuously instead of rebuilt at year end
- Asset additions and disposals reflected the same day they are recorded
- Current schedule versions ready the moment a CPA requests them
- Schedule history maintained for prior year comparison and audit reference
IRS and State Notice Response
- Referenced filing and supporting documentation located as soon as a notice arrives
- Payment history matched against the specific period the notice covers
- Response package assembled and routed for review the same day
- Notice history tracked across entities so repeat issues are visible
- Response deadlines tracked so nothing is missed while documents are gathered
Multi-Entity Tax Coordination
- Each entity's documents, schedules, and filings kept fully separated
- Shared vendors, ownership, or bank accounts do not cause cross-entity mixing
- Intercompany transactions flagged for correct treatment in each entity's return
- Entity-level filing status visible in a single view for the CFO or controller
- Consolidated tax package produced once every entity is complete
Multi-State Filing Support
- State-specific apportionment data tracked separately for every state
- Nexus records maintained as the business enters new states
- State filing requirements and due dates tracked on a single calendar
- Apportionment figures reconciled to the underlying general ledger data
- State-by-state filing status visible without contacting each preparer
CPA-Ready Package Assembly
- Organized package matched to your CPA's standard request list
- Delivered on demand instead of assembled after a request comes in
- Back and forth over missing items cut down before filing can start
- Package format kept consistent year over year for faster CPA review
- Time your CPA spends gathering documents drops, along with related fees
Built Around Your Workflow
Your accounting system is already the source of truth
WorkAgentic builds each tax support agent around the accounting system and document storage your team already uses. Your entity structure, your states of operation, and your CPA's request list are the foundation. The agent collects documents and maintains schedules in the background. Your team reviews and releases the package.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
100+
systems we connect to
Any API
if it exports data, we connect
NetSuite
SAP
QuickBooks
Xero
Oracle
Dynamics
Sage
100+
more systems
NetSuite, SAP, QuickBooks Online, Xero, Sage Intacct, Workday, Oracle Financials, and any banking portal with structured data export
Case Studies
AI agents we have already built and deployed
Real deployments. Real outcomes. Each agent was built from scratch around the client's exact workflow.
Frozen Foods / CPGHow a $150M Frozen Foods Distributor Eliminated Overnight Temperature Risk and Prevented $200K–$250K in Annual Losses
A leading frozen foods distributor managed millions of dollars of temperature-sensitive inventory across its refrigerated fleet but had no visibility into trailer temperatures during overnight hours. This created a significant risk of product spoilage, inventory loss, and customer service disruptions.
Read case study
CPG / Consumer Packaged GoodsHow a $50M CPG Brand Replaced a $180K TPM System and Unlocked $300K in Annual Value Using Open-Source TPM and Agentic AI
A $50 million consumer packaged goods (CPG) brand was struggling with the growing complexity of trade promotion management. Despite investing heavily in a traditional TPM platform, many critical processes remained manual, including trade planning, accrual management, deduction reconciliation, customer profitability reporting, and trade spend analysis.
The company was spending approximately $180,000 annually on TPM software while dedicating significant internal resources to managing promotions, deductions, and reporting activities.
Read case study
Frozen Foods / CPGHow a $250M+ Frozen Food Manufacturer Cut Daily Inventory Reporting from 120 Minutes to 5 Minutes and Saved $44,000 Annually
A $250M+ frozen food manufacturer managed inventory across multiple third-party warehouses and cold storage facilities. Accurate inventory visibility was critical for supply planning, production scheduling, customer service, and inventory management.
However, the company relied on a highly manual inventory reporting process that required data from twelve separate sources, including warehouse portals and accounting system reports, to be downloaded, reconciled, and consolidated twice each day.
Read case study
CPG / Business Process OutsourcingHow a $800M CPG Company Replaced OCR and Manual Data Entry with Agentic AI, Generating $592,000 in Annual Savings and a 4.6x ROI
A leading business services provider supported multiple consumer packaged goods (CPG) companies with aggregate annual sales exceeding $800 million. The organization was responsible for transcribing retailer deduction documentation, validating deductions against trade promotion planners, proof-of-performance documents, and promotional contracts across multiple customers, channels, and retailer platforms.
As client volumes increased, the process of extracting, validating, and transferring retailer data into spreadsheets, reports, and operational dashboards became increasingly dependent on manual labor.
Read case study
Watch the Agent Work
See a tax support agent running live
A walkthrough showing how the agent collects documents as they arrive, keeps a depreciation schedule current, assembles a response to an incoming state notice, and delivers a CPA-ready package on request.
Documents collected continuously and tagged to the correct entity and year
Depreciation and basis schedules updated as transactions post
Notice response assembled with the referenced filing and payment history
CPA-ready package delivered on request instead of built from scratch
No commitment. We demo with a real accounting workflow, not a sandbox.
Start with tax support automation. Add more accounting workflows as your team grows.
WorkAgentic deploys tax support automation that collects documents year-round, maintains schedules, responds to IRS and state notices, and coordinates multi-entity and multi-state filings so your CPA always starts with a complete package.
Current Workflow
Tax Support Agent
- Documents collected year-round, schedules kept current.
- Notices answered in days, CPA gets a complete package.
Cash Flow Forecasting Agent
- Update cash forecasts using receivables and payables.
- Track expected inflows, outflows, and cash gaps.
FP&A Reporting Agent
- Create FP&A packs with KPIs and trends.
- Turn finance data into leadership-ready updates.
Variance Analysis Agent
- Compare actuals against budget automatically.
- Flag material changes before review meetings.
Budgeting & Forecasting Agent
- Update budgets and rolling forecasts faster.
- Compare assumptions, scenarios, and expected outcomes.
Financial Consolidation Agent
- Combine entity, region, and department finance data.
- Create one clean view for finance leadership.
Board Reporting Agent
- Prepare board-ready summaries, charts, and risks.
- Build clean packs for leadership meetings.
Scenario Planning Agent
- Test revenue, margin, hiring, and cost assumptions.
- Compare possible outcomes before decisions.
Management Reporting Agent
- Create recurring reports for department leaders.
- Show KPIs, financial trends, and action notes.
Spend Analysis Agent
- Review vendor spend and expense trends.
- Find cost changes and savings opportunities.
FAQ
Questions about tax support automation
Clear answers on how the agent collects documents, maintains schedules, responds to notices, and what your CPA and accounting team stay responsible for.
Tax support agents are AI agents that collect and organize tax documents throughout the year, maintain depreciation and basis schedules on an ongoing basis, assemble responses to IRS and state notices, and keep multi-entity and multi-state tax records separated and current. WorkAgentic builds tax support agents for CFOs, controllers, and accounting teams who currently gather documents in the weeks before filing, rebuild schedules at year end, and take weeks to respond to a tax notice because the supporting documentation is scattered across systems.
The agent connects to your accounting system, bank feeds, payroll provider, and document storage on an ongoing basis. As tax-relevant documents are created or received, such as 1099s, K-1s, depreciation schedules, and expense records, the agent files them into a running tax package tied to the correct entity and tax year. By the time your CPA starts filing season, the package is already assembled instead of being built from scratch.
Fixed asset schedules, depreciation schedules, and basis schedules are updated as transactions occur rather than reconstructed at year end. When a CPA requests a schedule, the agent delivers the current version the same day because it was never allowed to fall behind.
The agent pulls the specific filing, supporting documentation, and payment history referenced in the notice and assembles a response package. Businesses using the agent have moved from multi-week response times down to a few business days, since the agent already knows where every relevant document lives.
Yes. The agent tracks each entity separately, keeps state-specific filing requirements and apportionment data organized, and prevents documents or schedules from one entity or state from mixing with another. This is one of the areas where manual tax prep breaks down fastest, and where the agent adds the most consistency.
No. The agent does not file returns, sign returns, or make tax positions. It prepares the underlying documentation and keeps it current so your CPA can spend their time on judgment calls and filing rather than document collection. Your CPA keeps full responsibility for the return.
Most tax support deployments go live within 2 to 4 weeks. The process covers document source configuration, entity and state mapping, schedule setup, notice response workflow definition, and a parallel period where the agent builds the tax package alongside your existing process before taking over.
Many CPA engagements bill for the time spent gathering and organizing documents before the actual return work begins. Since the agent delivers a complete package upfront, that portion of the engagement shrinks and businesses have reported lower total fees as a result.
Get Started
Ready to give your CPA a complete package, not a request list?
Book a free 30-minute tax process review. We map your entity structure, states of operation, and current document collection process and show you where automation keeps your tax package current all year.
Book a Free Tax Process Review →