Many firms spend 80% of their time on data Entries!!!
Why don you Let AI agents handle it?
Schedule free discovery call
Are you stuck with manual task in Drake?
- Client calls to check on the status. You open Drake manually. Hope it doesn’t crash or freezes. Call back your client.
- W-2 and 1099 arrives. You check them manually. Type into Excel. Type into Drake. Triple check. Make sure no typo.
- Print out filing instruction. Check the right box for each client. Wait for Drake to print. Then Email client manually
- Final return figures get checked against Excel file manually. Hundreds of data points. Your eyes are crying!
This is how we cut down 50% manual tasks
We deploy a powerful solutions to automate the process for you. Below are some use cases.
Tell us what to automate today?
Tell us what to automate today?
Data entry for standard forms
Save 3-8 hours of data entry and avoid typos. Our AI Agent will read source PDF (W2, various types of 1099s, K1, etc…) and enter them into Drake for you and self-review the accuracy.
Prepare Document List
Save 2-5 hours each tax return as you no longer need to review prior year files and create a PBC List manually. AI Agent will create the list , send the request, and monitor the upload status
File Extensions
Let’s face it: Most tax returns are going to be extended. What if the bot can just do it for you a couple of days before the Federal Due date and give you a status report?
Automatic review
AI Agent will automatically print out tax return package and compare against your Excel Workbook as well as source documents, ensuring completness and accuracy.
Track E-File Status
Spare the client inquiries by letting the Bot automatically check the E-File statuses in Drake and update the client and the team.
Prepare Filing Instructions
Save time on preparing those final packages. Let AI agent handle it automatically.
What manual tasks are taking up 50% of your time? let’s tackle them
What CPA firms are saying about us
“Working with Steven and the team at Silver Sea has been transformative for our business in terms of the way we manage and look at our data. They developed an automation solution that generates our weekly and monthly reports. This has saved our team a few hours each week and given us almost real-time insights that were previously hard to get.”
“From automation to exports to document management, Steven and Silver Sea Analytics have proposed and executed powerful solutions for us. His deep understanding of accounting and software development allows him to look for additional opportunities for improvement proactively.”
“Steven and Silver Sea Analytics have been transformative for our firm. They helped us get CCH DAU up and running and also supported us with other vendors requiring connection with our system. Steven is very responsive and understands the needs of a growing CPA firm. I recommend Silver Sea Analytics to any firms looking to improve data utilization and efficiency.”
R. Gavin / COO, Machen McChesney
Automated data entry from PDF
The AI Solution can read many standard forms: a W-2, 1099-INT, 1099-DIV, 1099-R, 1099-SSA
It’ll parse the data to text, then open Drake to enter them all for you.
Free up your valuable time! May be you no longer need offshore staff anymore!
