Your tax practice, organized.

T&J Accounting Solutions — secure Form 13614-C client intake, document checklists, and Dropbox folder setup for your tax clients.

Runs in your cloud or fully on-premises Human approval on every send Full audit trail
Operations Assistant
What your AI employee does

Not a copilot that suggests.
An employee that executes.

01Research & Answers

Answers from across your business

Searches contracts, CRM, databases, and docs — then returns a cited, confident answer. Not a hallucination.

What's our liability cap with Acme?
Capped at 12 months of fees — mutual, excludes IP indemnity.
Acme_MSA.pdf · §8.2
Q2 net revenue retention?
112% NRR — up 4 pts quarter-over-quarter.
postgres · bi_metrics
Acme renewal contract value?
$48k ARR · renewal date Aug 15.
Salesforce · Opportunities
Searches 6+ sources · always cited
02Scheduling

Books the time

Proposes slots, sends invites, handles the back-and-forth.

Tue 10:00Tue 14:30Wed 09:15
03Communications

Replies drafted, sent on approval

Email and Slack — categorized, urgent ones surfaced, responses drafted in your voice.

5 replies ready · 2 urgent flagged
04Reports on Schedule

Delivered before you ask

Weekly pipeline rollups, monthly client summaries, and board packs — compiled and sent on the schedule you set.

Weekly rollup · sent 7:04am

From busywork to done — before you log in

T&J Accounting Solutions connects to your systems, watches for what matters, and does the work on a schedule — then hands you a one-click review queue.

Slack
Channels · DMs · Alerts
LIVE
Salesforce
CRM · Deals · Contacts
LIVE
Calendar
Availability · Invites
LIVE
Drive
Docs · Contracts · Sheets
LIVE
01 — CONNECT
Wired into your tools
Even the legacy ones — via custom connectors.
JUST NOW
AI Work Summary
Prepped your 2pm Acme call. Contract clauses pulled, deal history from CRM, talking points drafted.
3 key contract clauses extracted
$48k ARR · renewal Aug 15
Talking points doc ready in Notion
Time saved on prep
~ 55 min
02 — WORK
Morning Briefing · 7:04am
Call briefs prepared3 ready
Talking points drafted2 ready
Invoices flagged2 overdue
Reports scheduled1 sending
03 — DELIVER
Delivered, not dumped
One review queue. Approve, edit, or dismiss — one click each.
A human accountable

We watched good companies drown in busywork — not because their people were slow, but because the tools made everything harder than it needed to be. Running your operations shouldn't require a bigger headcount, a data team, or a six-month rollout.

< 4 wksFrom signed to live
Every sendWaits for human approval
100%On-prem option for regulated teams

Connects to the tools your team already uses

Gmail
Outlook
Slack
GitHub
Notion
PostgreSQL
Web Fetch
Brave Search
Gmail
Outlook
Slack
GitHub
Notion
PostgreSQL
Web Fetch
Brave Search
Gmail
Outlook
Slack
GitHub
Notion
PostgreSQL
Web Fetch
Brave Search
Gmail
Outlook
Slack
GitHub
Notion
PostgreSQL
Web Fetch
Brave Search
Gmail
Outlook
Slack
GitHub
Notion
PostgreSQL
Web Fetch
Brave Search
Gmail
Outlook
Slack
GitHub
Notion
PostgreSQL
Web Fetch
Brave Search
Your rules, your walls

Governed AI — the part the engines never do

The capabilities IT and compliance sign off on — built in as code, not promised in a prompt.

Approval on every action

Emails, posts, and record changes wait for a human. Nothing consequential happens unattended.

Send reply to Acme Corp — re: renewal
Approve Decline

Runs in your building

ON-PREM

Cloud, private cloud, or fully air-gapped. For regulated teams, your data never leaves the network.

Cloud
Private cloud
Air-gapped

Scoped access

The AI only sees what its user is permitted to — enforced at retrieval, not by prompt.

Complete audit trail

Every action logged and exportable — chat or workflow, traceable end to end.

07:04 send_email ✓
07:05 kb.search · §8.2

Role-based access

Owner, admin, manager, member — with per-tool and per-knowledge grants.

Never trains on your data

Your documents and conversations never train any model. Full stop.

Get in touch

Book a 20-minute demo

See T&J Accounting Solutions manage client intake and documents, live on the call. No slides. No fluff.

What you get on the call

A working demonstration with your own data — not a pre-recorded walkthrough.

See your own inbox triaged live on the call
Get a tailored deployment plan in 48 hours
No sales pressure — just a working demo
Prefer to chat first?
Open the live demo and ask your toughest question right now.

Request a demo

We'll set up a 20-minute session within one business day.

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Stop doing work an AI employee should be doing.

Book a 20-minute demo — see your own inbox triaged live on the call.

© 2026 T&J Accounting SolutionsRuns in your cloud or fully on-premises