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Read the recordIndustries · CPA & accounting firms
Stop chasing documents every tax season.
Be Chosen Agency builds document collection, client intake, and engagement-letter workflows for accounting firms with 10 to 200 staff, so busy season is spent on review, not reminders.
Where the hours go
The work around the work.
These are the tasks that eat staff time at CPA & accounting firms without anyone deciding they should.
- 01
Tax-season document chasing
Organizers go out, half come back, and staff spend February and March sending the same reminder emails for missing W-2s, 1099s, and K-1s.
- 02
Client intake and onboarding
A new client's information is typed into the practice-management system, the tax software, and billing, by different people, with different errors.
- 03
Engagement letters
Annual renewals, scope changes, and unsigned letters are tracked in a spreadsheet, and work sometimes starts before the letter is back.
- 04
Where's-my-return calls
Status questions interrupt preparers and reviewers all season because clients have no way to see where their return stands.
- 05
Review bottlenecks
Returns queue up waiting for a partner, and nobody can see the line until a deadline is close.
- 06
Year-round bookkeeping requests
Monthly statements and receipts arrive by email, text, and portal, and somebody has to sort them by hand.
What BCA builds
Automations sized for CPA & accounting firms.
Each one is a bounded, fixed-price build on the tools you already use, with a person approving anything that reaches a client.
Document request portal with automatic reminders
Per-client checklists generated from last year's return, secure upload, and reminders that stop on their own when the last item arrives.
Automation SprintOne intake form, entered once
New-client details collected once and pushed to the tools you already use, where they offer an integration, with a person checking before anything is created.
Automation SprintEngagement letter workflow
Letters generated from your templates, sent for e-signature, tracked to completion, and queued for renewal each year. Work does not open until the letter is signed.
Automation SprintReturn status and review dashboard
One view of every return by stage and reviewer, so partners see the line and clients can get a status without calling.
Automation SprintAI drafting for client follow-ups
An assistant that drafts the missing-document email from the checklist. Staff review and send it; nothing goes out on its own.
Automation SprintBusy-season readiness review
A workshop in the fall to pick what to fix before January, and a retainer to keep it working through April.
AI & Automation Workshop
How it starts
One workflow first. Fixed price. Your accounts.
AI & Automation Workshop
A half or full day with your staff to map the workflows above and pick the first one to fix, with a written scope and fixed price.
Automation Sprint
Two to four weeks to build, test with your people, and launch, delivered in weekly slices.
Support Retainer or AI Training
Keep it working and improving, and teach the team to use it and AI tools safely.
Taxpayer data stays inside your security plan
Tax and accounting firms carry written security obligations under the FTC Safeguards Rule and IRS guidance in Publication 4557. BCA designs within your written information security plan and the tools it approves. It does not replace that plan, and prototypes use sample or synthetic data until you approve otherwise.
Why Be Chosen Agency
A small firm that builds carefully, and says what it does not do.
The same delivery rules BCA uses for federal work apply to every commercial build.
Veteran-owned, founder-led
Be Chosen Agency is an SBA-certified Service-Disabled Veteran-Owned Small Business. Teton Wilson, a U.S. Air Force veteran, scopes the work, leads the build, and signs the handoff.
Security-minded by default
Builds live in accounts your firm owns, with the least access the work needs, and every account and permission is listed at handoff. BCA holds no SOC 2 report or ISO certification, so it works inside the controls you already run.
Bounded AI, human review
Each AI function does one named job and stops for a person to approve before anything reaches a client or a file. Prototypes use sample or synthetic data until you approve real records.
Local to the Valley
Based in Peoria, in the Phoenix metro. Workshops and training can run at your office, and build work runs on Arizona time.
Evidence
What we can show, labeled for what it is.
Each record says what it proves and what it does not. Full records and their boundaries are on the past performance page.
Commercial delivery Owned-system evidence ChosenCRM — multi-tenant operating software
A production SaaS product built and operated by the founder and BCA technical team: intake, routing, permissions, workflow, and release discipline.
Read the record
FAQ
Questions CPA & accounting firms ask
Plain answers on what can be automated, how client data is handled, and where people stay in charge.
Can tax-season document collection be automated for a CPA firm?
- Yes. Be Chosen Agency builds document request portals for accounting firms: per-client checklists based on last year’s return, secure upload, and automatic reminders that stop when the last document arrives. Staff see what is missing for every client in one view instead of tracking it by email.
Will our clients’ tax documents be sent to an AI tool?
- Not unless your firm approves it. Be Chosen Agency builds prototypes on sample or synthetic data, and any AI function that touches client records runs only with a provider, settings, and data boundary your firm approves under its written information security plan. A person reviews every AI draft before it is sent.
Do we need to switch practice-management or tax software?
- No. Be Chosen Agency works with the practice-management, tax, document, and e-signature tools an accounting firm already uses, connecting them where they offer an integration. The goal is to enter client information once, not to replace the systems your staff already know.
How can a CPA firm automate engagement letters?
- Be Chosen Agency builds engagement-letter workflows that generate letters from the firm’s own templates, send them for e-signature, track them to completion, and queue renewals each year. The workflow can hold a client’s work from opening until the signed letter is back.
When should an accounting firm start an automation project before busy season?
- Early fall is the practical window. A workshop in September or October picks the first project, a two-to-four-week Automation Sprint builds and tests it, and staff are trained before January. Launching a new workflow in the middle of tax season is best avoided.
Next step
Tell us which workflow costs your firm the most time.
A paragraph is enough: the work, the tools you use, and who does it today. Expect a written reply within two business days with a suggested first step.