The AI that answers, files and follows up for your accounting firm .
During tax season, your team spends the day on the phone and chasing missing documents. Tonexera builds AI infrastructure that answers calls 24/7, reads tax documents and follows up with clients automatically — so your CPAs do accounting, not admin.
What eats your firm's time
Missed calls in peak season
From January to the April 15 deadline the phone never stops. Every missed call is a frustrated client — or a new client lost to a competitor.
Tax documents trickling in
W-2s, 1099s, K-1s, T4s, receipts… you chase every client three times by email to complete their file.
Manual data entry and filing
Your staff spends hours opening PDFs, renaming files and retyping amounts.
Repetitive questions
“Where is my file at?”, “What documents do I need to send?” — the same questions, hundreds of times.
What Tonexera puts in place
24/7 AI receptionist
A voice assistant that answers every call, qualifies the request, books meetings in your calendar and sends a clear summary to your team.
AI reading of tax documents
W-2, 1099, K-1, T4, RL-1: automatic data extraction, PDF classification and missing-document detection on every file.
Automatic follow-ups
The system chases missing documents for you — at the right time, in your tone — until each file is complete.
File dashboard
Real-time view of every file: complete, pending, missing items. No more tracking spreadsheets.
Frequently asked questions from accounting firms
What accountants ask us before adopting AI.
Book your audit — our AI assistant calls you right after.
Pick a time slot. Within seconds, our AI assistant calls you to prepare your free audit — a live demo of what Tonexera builds inside your firm.
- Pick your time slot in 30 seconds
- Our AI assistant calls you right after
- 30-minute audit, no commitment
Our AI assistant calls you instantly.