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Manual document collection
CPAs spend hours chasing clients through email threads to gather complete, accurate records before prep can even begin.
Riemann Tax AI is an AI-native workflow. Our AI agent can collect tax documents on your behalf from your clients, parse the documents and ingest those tax forms into your favorite tax software!
Every season, CPA firms lose hours on chasing documents and manually input numbers to tax software. Now, let our AI agent do it for you!
CPAs spend hours chasing clients through email threads to gather complete, accurate records before prep can even begin.
Small and mid-sized firms rely on offshore prep — poor communication, time-zone friction, and zero quality control.
Slower turnaround, higher error rates, and rising labor costs push profit margins down on engagement after engagement.
Easier. Better.
Not a consumer chatbot. A workflow platform — purpose-built for tax pros.
Smart follow-up that learns which docs each client owes. Multilingual, polite, and tireless.
Reads PDFs, photos, screenshots, and scans. Reconciles totals, flags inconsistencies before review.
Every extracted value cites its source document. CPAs verify in seconds, not minutes.
Encrypted document storage with audit trails, role-based access, and SOC 2-aligned controls.
Pushes verified data into Lacerte, Drake, UltraTax, CCH Axcess, and ProSeries through their APIs.
Track every client and engagement in one view — no more spreadsheets and sticky notes.
Your most expensive hours go to high-judgment review — not data entry.
Same team, five times the return volume. No seasonal hiring, no offshore handoffs.
AI replaces the single largest line item on every return — without sacrificing quality.
Early conversations with practitioners across the U.S. Names withheld pending public launch.
"I used to spend the first three weeks of every season just nagging clients for documents. Riemann's agent runs that loop without me — and clients actually respond faster to it than to me."
"The side-by-side review is the killer feature. I can see the 1099 and the extracted number on one screen and approve in two seconds. My eyes don't bounce around a desktop app anymore."
"We were paying an offshore team almost $200 a return and still re-doing half of them. Riemann is faster, cheaper, and the audit trail alone is worth the switch."
"Honestly, my Lacerte workflow didn't change. The difference is the data is already in there — clean — when I open the file. That's the moment I knew this was real."
"I'm a one-person firm and Riemann lets me run like a five-person firm. I doubled my client roster this year and worked fewer hours than last season."
"What sold me was that the CPA stays in the loop. It's not a black box drafting returns — it's a co-pilot that does the boring 80% and asks me for the interesting 20%."
We're onboarding a small group of firms for the 2026 tax season. If you run a CPA practice and want to be one of them, let's talk.