How it works
Your AI junior accountant handles the full prep lifecycle. It collects, organizes, enters, prepares, and hands off. Your senior staff picks up where judgment begins.
W-2s, 1099s, K-1s, expense receipts, brokerage statements, prior-year returns. Your AI junior accountant pulls them from email, client portals, shared drives, or intake forms. It knows what's missing and follows up until the file is complete.
Every document gets sorted, labeled, and filed into the right client folder. No more digging through inboxes or renaming files at 11pm. Workpapers are organized and audit-ready from day one.
Income figures, deductions, and prior-year carryforwards. Your AI pulls the numbers from source documents and populates your workpapers in the format your firm already uses. It carries forward depreciation schedules from prior-year returns and flags new assets or unusual items for your team to review.
Unusual deductions, missing basis info, inconsistencies between years, potential audit triggers. Your AI doesn't guess. It flags and escalates so your senior staff can make the call.
Every return lands on a senior preparer's desk ready to review, not ready to start. The prep work is done. The docs are attached. The notes are written. You just sign off.
Document collection
Your AI junior accountant sends document requests, follows up on missing items, and tracks what's still outstanding across your entire client list. It pulls documents from email attachments, Google Drive, Dropbox, client portals, and intake forms. When a client sends a blurry photo of a W-2, it flags it and asks for a better copy.
Data entry
Your AI reads source documents, extracts the numbers, and enters them into your workpapers and tax software. Bank feeds, brokerage statements, K-1s, 1099s, receipt totals. It handles the volume so your people don't have to.
Client communication
Status updates, document confirmations, deadline reminders, next-step instructions. Your AI handles the routine client communication that eats hours every week. It drafts messages in your firm's voice, sends them on schedule, and keeps a log of every interaction.
Return preparation
Your AI junior accountant handles the assembly. It takes organized source documents, populates workpapers using your firm's templates, carries forward prior-year treatments, and packages everything for senior review. Individual and business returns, with support for additional return types as we build them out for your firm.
Getting started
30 minutes. Walk us through your firm: what software you run, how your team preps returns, what keeps falling through the cracks. We'll tell you exactly where an AI junior accountant fits.
Not a template. Not a demo. We build an AI junior accountant that knows your workpaper format, your client intake process, your review workflow, and the tools you actually use every day.
Your AI junior accountant starts working real client files with your team watching. You see it collect docs, enter data, prep returns, and flag issues. If it's not saving you time, you walk away.
The first month is free. After that, a flat monthly retainer. No per-seat pricing, no usage caps, no surprises. Cancel anytime.
Trust & security
We built Trimwork for firms that take client trust seriously. Your data is processed through enterprise-grade AI APIs that never retain or train on your information.
We use Claude, OpenAI, and Gemini through their API tiers, which means your client data is never used for model training and is not retained after processing. Your data goes in, the work comes out, nothing stays behind.
Your AI junior accountant does the prep. Your senior staff does the review. Nothing gets filed, sent, or finalized without a human sign-off. The AI handles volume. Your people handle judgment.
We use Claude by Anthropic, OpenAI, and Google Gemini. Not one model for everything. The right model for each task: document reading, number extraction, communication drafting, quality checks.
Every Trimwork deployment is built around how your firm actually works. Your workpaper templates, your naming conventions, your review checklist. We adapt to you.
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.