◆ AgentAdvisor part of VireoAgents
For tax & wealth advisory firms

The AI back office that runs while your team advises.

AgentAdvisor automates the repetitive back-office work — doc intake, client communications, quarterly estimates, IRS notice triage, engagement letters — so your firm serves more clients with the same headcount and finally moves off hourly billing.

20-30%
Less back-office labor
Cut admin + junior bookkeeper hours per client. Industry data supports 30-40% achievable; we promise the safe range.
$1.5-10K
Quarterly subscription pricing
Move off hourly billing onto recurring revenue. Adds 20-40% to annual fees and 150-300% to revenue per client.
1.5×
More clients per FTE
Free senior staff for high-value advisory work. ~35% improvement in revenue per FTE at typical mid-market firms.

Seven workflows. One operator dashboard.

Each agent automates a single high-frequency task. Your team reviews and ships in minutes instead of hours.

1
Client document intake
W-2 · 1099 · K-1 · brokerage statements · receipts — drop the PDF, get back structured tax fields in seconds.
Shipped
2
Bookkeeping categorization
Connect a card via Plaid, classify thousands of transactions automatically, surface only the exceptions for human review.
Shipped
3
Client communications
Doc receipts, missing-doc requests, deadline reminders, status updates — drafted with the firm's voice, ready to send.
Shipped
4
Quarterly tax estimates
Compute Form 1040-ES federal + state estimates with full safe-harbor analysis and payment instructions. Review and send.
Shipped
5
IRS notice triage
Drop the notice PDF. Get back the notice code, urgency, deadlines, recommended action, and a draft response.
Shipped
6
Engagement letter generation
Pick the engagement type, list services, set fees — get a polished engagement letter ready for HelloSign in seconds.
Shipped
7
Client portal management
Self-serve uploads and downloads with firm-controlled access. Per-firm, per-client permissions.
Planned
+
Plus your custom workflows
Tell us where your team spends its repeating hours. New workflows are added to the platform as design partners surface them.

Want to see it on your firm's workflows?

We're onboarding one design partner at a time. If you're a CPA or wealth advisor with at least 30 clients, get in touch.

Talk to us first