FAQ
Everything firm owners ask before getting started.
No. Your AI junior accountant does the prep work: collecting documents, entering data, organizing workpapers, drafting returns. A licensed human on your team reviews and signs off on everything before it goes anywhere. The AI handles volume. Your people handle judgment.
That's the whole point. Every Trimwork deployment is built around your firm's actual workflows. Your workpaper templates, your naming conventions, your review process. We don't give you a generic tool and wish you luck. We build it to match how your team already works.
Most firms are up and running within a week of the discovery call. We handle the setup. You don't need to install anything, migrate data, or train your team on new software.
Individual and business returns: 1040s, 1065s, 1120s, and 1120-S. We build your AI junior accountant around the specific return types your firm handles, with support for additional types as we build them out together. The more complex the return, the more prep time it saves you.
We use AI models through their API tiers, which means your data is never used for training and is not stored after processing. Your documents are processed, the work product is delivered, and nothing is retained on the AI side.
Human review is built into every workflow. Your AI junior accountant flags anything it's unsure about, and your senior staff reviews everything before it moves forward. Nothing gets filed without a human sign-off. The same way you'd review a junior hire's work, you review the AI's. The difference is the prep is done faster and the work is waiting on your desk instead of the other way around.
A flat monthly retainer based on your firm's size and volume. No per-seat fees, no usage caps, no surprise invoices. We'll walk through pricing on the discovery call.
Yes. If your clients fill out a form, upload documents through a portal, email them in, or share them via Google Drive or Dropbox, your AI junior accountant can pull from all of those sources. It adapts to however your clients send things in.
Claude by Anthropic, OpenAI, and Google Gemini. We don't use one model for everything. Different tasks get routed to the model that handles them best: document reading, number extraction, communication drafting, quality checks.
No. Trimwork plugs into whatever you already use: QuickBooks, Xero, Drake, UltraTax, Lacerte, Gmail, Google Drive, and more. We adapt to your stack. You don't adapt to ours.
Why now
Accounting graduates are declining year over year. CPA exam candidates are at their lowest level in over a decade. The pipeline is broken and it's not recovering on any timeline that helps you this season.
Most accountants work 50+ hours a week during busy season. You can't ask them to do more. But you can take the repetitive work off their plate so they spend those hours on the work that actually requires their license and expertise.
This wasn't possible two years ago. The current generation of AI models can read scanned documents, extract numbers from messy PDFs, cross-reference data across multiple sources, and draft client-ready communication. The technology caught up to the need.
The firms adopting AI now are taking on more clients without adding headcount. They're moving senior staff to advisory work. They're reducing turnaround times. While other firms are posting job listings and hoping, these firms are scaling.
Book a 30-minute call. Tell us what's burying your team. We'll build you a custom AI junior accountant and you don't pay until you've seen it work.
Book a discovery callNo commitment. No credit card. Just a conversation.