CPA firms, law practices, and agencies bill for judgment and spend the day on intake, document chasing, and research. Webaroo builds the agents that take that work and leave the review to your people.
Ask Roo: Could AI read our client documents so our people only review them?
01/03
Research, document review, and the same internal questions land on whoever is free, often a partner. The answers sit in old memos and shared folders nobody can search.
02/03
Tax documents, contracts, bank statements, and intake questionnaires come in as scans, photos, and portal uploads. Staff retype before any billable work starts.
03/03
Inbound inquiries get answered between client work. By the time someone calls back, the prospect has signed with the firm that answered first.
Document checklist / Engagement letter / Answer, with its source
Puts templates, checklists, and the firm's own guidance one question away in Slack, Teams, or Telegram, with the source cited on every answer.
See Knowledge AgentReturns and statements / Firm's checklist / Missing statement flagged / Client file built
Reads tax documents, contracts, and statements into structured fields and a review queue, so the file is usable before a professional opens it.
See Document IntakeWebsite form / Intake questions / Consult booked / Senior accountant
Answers on your website, asks your qualifying questions, books the consult, and logs the lead to your CRM while your team bills.
See Inbound AgentOne new client at a regional CPA firm in busy season, from the website form to the file on the accountant's screen.
Illustrative / Example data / No live actions
A small business owner needs a new accountant before the filing deadline, with two entities and a payroll question. The Inbound Agent asks the questions the firm set, confirms the fit, and books a consult for Monday.
Inbound AgentWebsite form / Intake questions / Consult booked / Senior accountant
A staff member asks the Knowledge Agent what a two-entity client needs to send. It answers with the firm's document checklist and the engagement letter template, each with its source.
Knowledge AgentDocument checklist / Engagement letter / Answer, with its source
The client uploads last year's returns, bank statements, and a stack of 1099s as PDFs and phone photos. Document Intake reads them into fields with a confidence level on each, flags a missing statement for one entity, and queues the file for review.
Document IntakeReturns and statements / Firm's checklist / Missing statement flagged / Client file built
On Monday the senior accountant opens a structured file with one open item: the missing bank statement for the second entity, flagged with the reason. Before the consult, she asks the Knowledge Agent for the firm's guidance on the payroll question and gets it with the source attached.
Knowledge AgentStructured file / One open item / Senior accountant / Ready for the consult
Illustrative
A regional CPA firm in busy season: every client sends a different stack of documents, partners answer the same questions from memory, and new hires learn by interrupting whoever is busiest.
A firm can start with the Knowledge Agent, so staff get cited answers from the firm's own documents. Document Intake turns client files into reviewed records. The Inbound Agent fits when leads wait on billable people to call back.
Yes, from the Google Workspace folders your firm shares with it. Staff ask in Slack, Teams, or Telegram, and it answers only from those folders, cites the document every time, and says so when the answer is not there. Folders you do not share stay out of reach.
It fills in every field it can read with a confidence level, flags the low-confidence and missing items, and holds the record in a review queue until a person approves it. Nothing is written to your practice or accounting system without that approval.
No. It asks the qualifying questions your firm writes, answers from the facts you approve, books the consult, and logs the lead to your CRM. Anything that reads like advice, a fee quote, or a conflict check goes to a person with the transcript.
We deploy and operate directly within your existing security perimeter, implementing NIST AI RMF and SOC 2-aligned controls. Network security, IAM and endpoint security remain the exclusive responsibility of your team or your MSSP. An MSSP is a managed security service provider. We work only through access your team grants in your SSO and IAM, scoped per person and agent, and your team can cut off our access in one step. The agents read only the folders your firm shares with them, and every action an agent takes is logged where your team can read it.
How we handle your dataYes. An agency's version of the same problem is briefs, contracts, and creative files arriving in every format, a new hire who cannot find the last campaign's work, and a lead that waits on a founder. The same three agents cover intake, the firm's knowledge, and the inbound line.
Webaroo's AI readiness assessment takes ten days and delivers an AI inventory, risk tiers, the top 3 workflows with today's numbers and a 90-day plan.
The first paid step is your AI strategy, a 10-day AI readiness assessment: AI inventory, risk tiers, the top 3 workflows with today's numbers and a 90-day plan.
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