AI front office automation for accounting and tax firms.
Streamline client intake, document collection, tax season communication, task routing, and follow-ups in one AI-native system.
Your team already has the playbook. Triaage turns it into an AI agent that drafts replies, routes work, follows SOPs, and keeps every client conversation moving — without losing control.
The challenge
Accounting and tax teams face seasonal spikes, missing documents, repeated client questions, deadline pressure, and fragmented communication.
How Triaage helps
Triaage helps firms organize client requests, collect documents, draft replies, route tasks, and keep tax and accounting workflows moving without relying on scattered emails and spreadsheets.
Use cases for Accounting & Tax
Every workflow your team runs every day — guided, drafted, and tracked in one place.
Agent active
The CRM that runs itself.
Ask Aria to follow up with leads, resolve tickets, update records, or execute workflows — and she'll handle it automatically.
Follow up with every lead from last week's webinar.
Your Team Is Drowning in Tabs.
Your Business Is Drowning in Subscriptions.
To run a modern accounting & tax operation, you're likely stitching together four different platforms with messy automations.
The Old Way · SaaS Chaos
Hubspot for customer records
Monday for ticket tracking
Trainual for internal SOPs
Stonly for customer decision trees
The Triaage Way · Unified AI
All-in-One CRM: Customer history, pipelines, and communication timeline built right in.
Smart Ticketing: Operations boards that update themselves based on customer actions.
Living Playbooks: Your SOPs aren't dusty text files — the AI actively reads them to handle work.
Interactive Triage: Deep decision trees mapped out automatically by your AI assistant.
One AI-native front office, built around your workflows.
Built for high-trust, high-volume service teams.
Compliance-aware drafting, audit trails on every reply, and approvals built into the flow.
From intake to resolution, every workflow is guided.
Decision trees and SOPs route each request through the right steps — automatically.
AI that drafts, but your team approves.
Your agent suggests, your team ships. Tone, accuracy, and policy stay in your hands.
Your SOPs, policies, FAQs, client data, and workflows in one place.
A grounded Knowledge Vault keeps every answer consistent across the team.
Replace scattered tools with one front office ERP.
Inbox, CRM, SOPs, tasks, and AI — unified in a single operating system.
Make tax season easier with an AI-powered front office.
Modernize your front office without replacing your team.