AI for Accounting Firms
Apollo[Claw] helps CPA firms and financial services businesses automate the repetitive work that spikes during tax season and never fully goes away.
The Daily Challenges
Document collection from clients taking weeks
Deadline reminders sent manually for every client
Repetitive client questions about status and timing
Organizing and routing documents from multiple channels
Year-end workflows buried in email
Billing and engagement letter tracking
How Apollo[Claw] Helps
Document Collection
AI sends automated document request sequences, follows up on missing items, and confirms receipt, without your team chasing every client.
Deadline Automation
Automatic deadline alerts for filing deadlines, extension requests, and client deliverables. No more manual calendar management.
Client Communication
AI drafts status updates, answers common questions, and keeps clients informed, so your team handles only what requires professional judgment.
What You Get Back
Faster document turnaround from clients
Fewer missed deadlines across your client base
Staff time freed for higher-value advisory work
Consistent client experience without more headcount