19 use cases
Use cases for accounting and tax firms
Admin for small CPA, tax and bookkeeping firms. Professionals review, sign and decide.
Read this first. The use cases in this category are about running the practice side of an accounting, tax or bookkeeping firm: chasing documents, organizing intake, tracking dates, preparing checklists, drafting routine communications and getting information ready for a professional's review. SI does not give tax, accounting or legal advice, does not prepare, sign or file any return or report, and does not replace a CPA's, enrolled agent's or preparer's judgment. A qualified professional reviews, signs and takes responsibility for all work product, and every deadline SI tracks is verified by a person against official sources. Nothing here promises any refund, tax result or savings. Client financial and tax information is among the most sensitive a firm holds: firms that prepare returns have legal duties around data security (the FTC Safeguards Rule, covered in IRS Publication 4557) and around using or disclosing tax return information (Internal Revenue Code section 7216), and professional rules apply on top. Put client information only into tools the firm has vetted, with the agreements, access controls and any client consent the rules require, and start with sample data. State rules differ, so check yours. These pages are general information, not tax, legal or compliance advice, and not a guarantee of compliance with any rule.
GemmiSI sets this up on your own equipment and accounts; your data stays with you.
Accounting use cases
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Accounting
Client document chasing
From the firm's checklist, SI keeps a per-client list of outstanding items and drafts reminders in the firm's voice.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Read the use case -
Accounting
New-client intake organization
New-client files are organized from the firm's templates, with a one-page summary of what has and has not been received.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Read the use case -
Accounting
Deadline tracking, human-verified
Due dates a professional has verified against official sources sit in one tracker, with reminders and a weekly list for the partner.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Read the use case -
Accounting
Engagement letters assembled for review
SI fills the firm's own engagement-letter template from details the professional specifies, flags blanks, and tracks what is signed.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Read the use case -
Accounting
Client status updates for preparer approval
From the firm's workflow status, SI drafts a short, plain update for the preparer to approve, with a weekly list of clients awaiting responses.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Read the use case -
Accounting
Invoice follow-up and receivables reminders for partner review
From the billing export, SI builds an aging list and drafts polite reminders, holding disputed accounts for the partner.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Read the use case -
Accounting
Month-end close checklist preparation
Each client's month-end checklist is generated from the firm's template, with open items listed for staff and the client.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Read the use case -
Accounting
Reconciliation prep for accountant review
From statements and exports, SI lists unmatched, duplicate and unusual items and assembles a workpaper for the bookkeeper.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Read the use case -
Accounting
Transaction categorization suggestions for bookkeeper review
Using the firm's chart of accounts and past approved coding, SI drafts suggested categories with a needs-a-question flag.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Read the use case -
Accounting
Vendor information collection and reminder prep for 1099 review
A vendor list from payment records shows who has a W-9 on file, with request drafts and a review list for the professional.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Read the use case -
Accounting
Sales-tax and recurring-filing reminder prep
For filings a professional has confirmed apply, SI reminds staff and the client and drafts requests for the period's information.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Read the use case -
Accounting
Security-plan upkeep checklists and access reviews
From the firm's own written security plan, SI builds a calendar of recurring tasks and a log of what was done.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Read the use case
Also used in this kind of business
These are general illustrations of the same kind of job, not industry-specific workflows. A person in this kind of business would still review every draft.
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Billing & admin
Supplier invoices from email into draft bills
SI reads supplier invoices that arrive by email, creates draft bills in your accounting tool, and flags duplicates or missing details.
A general illustration, not written for this industry.
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Billing & admin
Matching receipts to card transactions
SI matches receipts from email and photos to card transactions, suggests categories, and lists what is still missing before month end.
A general illustration, not written for this industry.
Read the use case -
Billing & admin
Month-end close prep and the accountant's package
SI prepares the month-end checklist, reconciliation exceptions and an indexed bundle of documents for the bookkeeper or accountant.
A general illustration, not written for this industry.
Read the use case -
Billing & admin
Tracking subscriptions, contracts and renewal dates
SI finds recurring charges and contract renewal dates in statements and documents, and warns you before anything auto-renews.
A general illustration, not written for this industry.
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Billing & admin
A year-end document packet for your tax preparer
SI sorts the year's documents, totals them by category and flags gaps, so your tax preparer gets one organized packet.
A general illustration, not written for this industry.
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Reporting & dashboards
A one-page weekly snapshot for the owner
Every Monday, SI pulls the numbers you care about from your tools into a single page with short notes on what changed.
A general illustration, not written for this industry.
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Reporting & dashboards
Cash-flow look-ahead from open invoices and bills
SI lines up open customer invoices and open bills by week so you can see where money is expected in and where it is due out.
A general illustration, not written for this industry.
Read the use case
Not tax, accounting or legal advice. Talk with your professional-liability advisor, state board and counsel about your obligations.
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Bring the task that keeps eating your week
If it is repetitive, rule-based, and lives in email, spreadsheets, a store, or a CRM, there is a good chance it can be drafted by SI and checked by you. Book a free 30-minute call and we will look at it together.