AI for accounting firms

Managed AI built for CPAs, tax preparers, and bookkeepers. We connect QuickBooks, Xero, Gmail, Outlook, and your CRM into one AI assistant that actually takes action on real client data — not just chats about it.

What changes for your firm

• Tax-season email triage — every client email auto-categorized, drafts ready for review, urgent ones flagged
• Reconciliations — Mammoth pulls statements, flags discrepancies, suggests journal entries (your sign-off required for every write)
• Client report packs — monthly/quarterly reports drafted automatically with your firm's voice
• Engagement letter prep — populates from CRM, you proof, send via DocuSeal
• Document intake — bank statements, W-2s, 1099s parsed into your books

Why CPAs choose Mammoth-dev

• IRS Pub 4557 aware — audit trails, access controls, data retention designed for tax-pro obligations
• SOC 2 Type I — Type II in audit 2026; DPAs from every model provider
• No training on your data — contractual with Anthropic, OpenAI, Google, Meta
• Works with what you have — Lacerte, ProSeries, Drake, UltraTax, CCH, QuickBooks Online & Desktop, Xero
• Small-firm pricing — $497–$2,500/month, no enterprise consulting fees

Common workflows we build for CPAs

1. Client intake to engagement letter (5 days → 1 day)
2. Monthly bookkeeping checklist enforcement
3. Tax document collection and classification
4. 1099 prep and review
5. Year-end client letter generation
6. IRS notice triage and response drafting

Book a 15-minute intro call · See pricing · Calculate your firm's savings