Industry
AI agents for tax and accounting firms.
AI agents for tax and accounting firms are process agents that collect client documents, extract figures, flag exceptions and draft returns for professional review.
Tax work is rule-heavy and deadline-driven. Jiber agents collect documents, extract figures, flag exceptions and prepare drafts, while qualified professionals review and sign off.
Capabilities
Where agents help.
Client onboarding
Engagement confirmation and document request drafts.
Data extraction
Figures from trial balances, statements and information returns.
Exception flagging
Mismatches and missing schedules turned into client questions.
Return drafting
Line-by-line drafts with tie-outs for preparer review.
Status tracking
Who owes what, and what is ready for review.
Demo
See it in action.
Watch a demo with fictional data.
View the demo agentFAQ
FAQ.
What can Jiber automate in tax & accounting?
Repetitive, rule-based steps such as client onboarding, data extraction, exception flagging, with people approving key decisions.
Do people stay in control?
Yes. Agents include approval checkpoints chosen by your team, and every action is logged.
How do we start?
With a discovery call and a fixed-scope pilot on one process.