AI that frees your firm from grunt work
ManagedTEK AI Services helps mid-market accounting and advisory firms turn AI into billable capacity, not another tool to manage.
Do any of these feel familiar?
For firm leaders
- Partners are drowning in review work while advisory growth stalls.
- Write‑offs keep creeping up because processes are clunky and manual.
- You know AI matters, but every conversation turns into a tools debate instead of a plan.
- Your best people are burning out on low-value prep work instead of building client relationships.
For managers and staff
- Busy season means nights and weekends spent on prep, tying out, and documentation.
- Everyone is experimenting with different AI tools, but nothing is standard or trusted.
- Important knowledge is buried in old workpapers, email, and shared drives.
- You spend more time hunting for information than actually using it.
For operations and IT
- Vendors are pitching "AI" into every product, but there's no clear roadmap.
- You worry about client data ending up in the wrong place through unsanctioned AI use.
- You don't have the time or team to design, implement, and manage AI workflows yourself.
- Every department wants something different, and you're stuck in the middle.
If any of these sound familiar, you're in the right place. See how we help →
Our products for accounting firms
We offer four productized services designed specifically for mid-market accounting and advisory firms. You can start with one and add others as you see results.
1
AI Readiness & Workflow Audit for Accounting Firms
Find your 2–3 highest‑value AI wins and what they're worth.
What's included
- Map 3–5 core workflows (tax prep, CAS bookkeeping, engagement reporting, partner prep).
- Quantify time spent, write‑offs, and error/rework rates.
- Interview key stakeholders: partners, managers, staff, and IT.
- Assess current AI tool usage and identify risks.
- Deliver a 6–12 month AI roadmap with estimated ROI and clear next steps.
Timeline
4–6 weeks from kickoff to final presentation.
Pricing
Flat base fee for firms up to 20 people: $25,000
Per-person add-on above 20: +$500/person
Example: 80-person firm = $25,000 + (60 × $500) = $55,000
What you walk away with
- Clear understanding of where AI will have the biggest impact on your firm.
- ROI projections for each use case.
- A prioritized roadmap you can execute on immediately.
- Risk assessment and governance recommendations.
2
Tax & Advisory CoPilot Pilot
Turn one painful workflow into a working AI assistant in 4–8 weeks.
What's included
- Choose 1–2 high‑impact flows (e.g., tax workpaper drafting, advisory prep briefs, document intake).
- Design and build an AI copilot that plugs into your existing tools (email, DMS, tax software, CRM).
- Test with a pilot group of 5–15 users.
- Refine based on real feedback and edge cases.
- Launch to pilot group with tracking dashboard so you can see hours saved and rework reduced.
- Handoff documentation and training for your team.
Timeline
4–8 weeks depending on complexity and integrations.
Pricing
Flat base fee for up to 20 users: $40,000
Per-person add-on above 20: +$800/person
Example: 80-person firm = $40,000 + (60 × $800) = $88,000
Why the higher per-person cost?
Each extra person means more personas, more edge cases, more testing cycles, and more refinement to make sure the copilot actually works for their role and tools.
What you walk away with
- A working AI copilot integrated into your daily workflows.
- Measurable time savings on the targeted workflow.
- Trained pilot users who can champion the tool internally.
- Clear data on ROI to justify expanding to more workflows.
3
AI Training & Playbooks for Partners and Staff
Equip your firm with safe, practical ways to use AI every day.
What's included
- Role‑based live training sessions for partners, managers, and staff.
- Hands-on workshops with real firm examples (not generic demos).
- Prompt libraries and templates for tax, audit, CAS, and advisory work.
- Clear usage guidelines: what's allowed, what's not, and how to stay safe with client data.
- Office hours / Q&A sessions to help your team apply AI to their real files and tasks.
- Learning hub or portal with ongoing resources and updates.
Timeline
2–4 weeks for initial rollout; ongoing office hours available.
Pricing
Program fee covering up to 20 people: $15,000
Per-person add-on above 20: +$300/person
Example: 80-person firm = $15,000 + (60 × $300) = $33,000
What you walk away with
- A firm where everyone knows how to use AI safely and effectively.
- Higher actual usage and adoption (not just "we bought a tool").
- Clear guardrails so you're not worried about data leakage or compliance issues.
- Reduction in "how do I do this?" questions as people become self-sufficient.
4
Managed AI Operations & Governance for Accounting
Keep your AI workflows accurate, safe, and improving over time.
What's included
- Monitor usage, quality, and cost of your AI assistants and workflows.
- Update prompts, workflows, and guardrails as your firm and tools change.
- Quarterly reviews and roadmap updates.
- New use-case identification and rollout (1–2 per quarter).
- Dedicated support: clear point of contact for issues, improvements, and questions.
- Policy and governance updates to keep pace with regulations and firm needs.
Timeline
Ongoing monthly subscription.
Pricing
Monthly base for up to 20 users: $6,000/month
Per-person add-on above 20: +$75/person/month
Example: 80-person firm = $6,000 + (60 × $75) = $10,500/month
Why the lower per-person cost?
Once workflows are built, the marginal cost per extra user is lighter: monitoring logs, fielding support questions, and rolling out updates. It's ongoing care and feeding, not heavy build work.
What you walk away with
- AI that keeps working and improving instead of becoming shelfware.
- Peace of mind that someone is watching quality, cost, and compliance.
- Continuous value: new workflows and improvements every quarter.
- Your internal team can focus on running the firm, not running AI experiments.
What this can look like in your firm
Here are three concrete examples of AI workflows we've designed and built for firms like yours.
Use case: Tax workpaper and document prep
The problem
Staff spend hours organizing client documents, extracting key values, and drafting first-pass workpapers. It's tedious, error-prone, and takes time away from higher-value review and analysis.
How AI helps
- Client sends documents by email or portal.
- AI automatically organizes and labels files by type and tax year.
- Extracts key values (income, deductions, credits) and maps them to your workpaper templates.
- Drafts first‑pass workpapers with citations back to source documents.
- Staff review, adjust, and refine instead of starting from scratch.
Impact
- 20–30% time savings on document prep and data entry.
- Fewer errors from manual transcription.
- Staff spend more time on review, judgment, and client interaction.
- Faster turnaround during busy season without adding headcount.
Use case: Advisory and partner prep briefs
The problem
Partners walk into client meetings with scattered context: notes in CRM, old emails, billing data in one system, engagement history in another. Prep takes time, and it's easy to miss important details.
How AI helps
- Pulls data from your CRM, billing system, email, and prior reports.
- Generates a one-page brief before key client meetings: relationship timeline, engagement trends, profitability, open issues, and suggested talking points.
- Partners review and adjust as needed, then walk in fully prepared.
Impact
- 50–70% reduction in partner prep time per meeting.
- Stronger, more consultative client conversations.
- Better cross-sell and upsell opportunities because nothing falls through the cracks.
- Higher client satisfaction and retention.
Use case: Firm knowledge assistant
The problem
Critical firm knowledge lives in scattered places: SOPs in SharePoint, checklists in email, prior memos in the DMS, templates on someone's desktop. New staff spend weeks learning "how we do things here," and even experienced staff waste time hunting for answers.
How AI helps
- Indexes all your SOPs, checklists, prior memos, templates, and policy docs in one place.
- Staff ask natural-language questions: "How do we handle estimated tax payments for S-corps?" or "Where's the template for management letters?"
- AI returns answers with links back to source documents.
- Reduces shoulder-taps and "where do I find...?" questions.
Impact
- Faster onboarding for new staff (weeks instead of months).
- More consistent quality across teams and offices.
- Less time wasted hunting for information.
- Managers and partners get fewer interruptions.
Success Stories
Here are real examples of work we've done with firms and organizations similar to yours.
Scoping a tax automation project
Tax services firm, ~50 people
The challenge
A regional tax firm wanted to automate pulling IRS transcripts into their tax software but didn't know where to start. They had three separate tools (IRS retrieval, document processing, tax software) and no clear plan for how they should work together.
What we did
- Mapped their current manual workflow and identified bottlenecks.
- Defined user roles, must-have vs nice-to-have features.
- Designed API integration strategy and exception-handling flows.
- Created conceptual UI mockups for staff and preparer workflows.
- Delivered a detailed scope document and integration plan.
Outcome
They walked away with a build-ready spec instead of a vague "we should automate this" wish. The clear scope document de-risked their build costs and ensured the automation would match real preparer workflows before writing any code.
Building an evaluation platform for complex decisions
Investment organization, ~30 people
The challenge
A capital-allocation team was tracking key decisions across CRM, slide decks, spreadsheets, and email. Every evaluation was different, and it was hard to compare opportunities or explain decisions to the board.
What we did
- Built a decision-intelligence platform that scored opportunities against their strategic framework.
- Encoded their evaluation criteria into a repeatable scoring engine.
- Added AI gap-filling for missing data and scenario planning.
- Integrated with their CRM and created one-click board-ready slide exports.
Outcome
They cut evaluation time from weeks to days and gained a defensible, repeatable process. Every deal is now transparently comparable, and they can explain their "yes" or "no" decisions with clear data.
This same pattern applies directly to accounting firms making partner-level decisions on client acceptance, engagement pricing, and service-line investments.
Owner-friendly analytics for a services business
Field services company, ~40 people
The challenge
A regional services company needed to see where money was made or lost without hiring a full analytics team. They had call logs, field ops data, and revenue scattered across multiple systems.
What we did
- Integrated call logs, operations platform, and basic financial data.
- Built a dashboard showing marketing ROI by channel, technician performance, route utilization, and service quality trends.
- Made it simple enough for the owner to check daily without a data analyst.
Outcome
They could now see exactly which channels, crews, and routes drove profit, and where to cut or invest. The same pattern works for accounting firms: see which clients, services, and partners are most profitable.
How we integrate with your tools
We work with the tools you already use. You don't need to rip and replace your tech stack.
Typical accounting firm tech stacks include:
Tax & Accounting Platforms
Thomson Reuters (UltraTax, GoSystem)
Wolters Kluwer (CCH Axcess, ProSystem fx)
Intuit (Lacerte, ProSeries)
Drake Tax
General Ledger & Bookkeeping
QuickBooks Online
Xero
Digits (AI-native)
Docyt (AI bookkeeping)
Practice Management & Time/Billing
Karbon
Financial Cents
QuickBooks Time
BigTime
Document Management
NetDocuments
iManage
SharePoint / OneDrive
Google Drive
Productivity & CRM
Microsoft 365
Google Workspace
Salesforce
HubSpot
Example integration flows:
Tax workflow automation
Client docs arrive in email or DMS → AI sorts and extracts key data → validated data flows into your tax software → staff review and finalize.
Utilization & profitability insights
Time/billing data + payroll (ADP) → AI builds utilization and profitability view → dashboard shows per client, service, and partner → leaders can make data-driven pricing and staffing decisions.
Advisory prep briefs
CRM + email history + billing data → AI generates one-page prep brief → partner reviews and walks into meeting prepared → stronger advisory conversations and cross-sell.
Important: We are tool-agnostic. We don't resell software or lock you into specific vendors. We make your existing stack work harder for you.
Frequently asked questions
How long does a typical engagement take?
The Readiness Audit runs 4–6 weeks. A CoPilot Pilot is 4–8 weeks. Training rollouts take 2–4 weeks. Managed Operations is ongoing month to month. Most firms see useful results inside the first 6–10 weeks of any single product.
Do you replace our IT team or internal staff?
No. We work alongside your people. We bring AI, workflow, and change know‑how; your team brings the domain expertise and systems ownership. In practice, our engagements usually make internal IT's life easier by giving them a clear plan and proper guardrails.
What if we already bought AI tools or software?
That's common. We don't try to replace tools you like. We help you standardize how they're used, plug them into real workflows, and measure impact instead of leaving them as scattered experiments.
How do you charge, and why the per-person model?
Each of our four products has a flat base fee covering up to 20 people, plus a per‑person add‑on above that. The add-on rate reflects the actual work each extra person creates: more roles to design for, more edge cases, more testing, and more training. Build‑heavy work (like pilots) has a higher add‑on than ongoing support.
How do you handle client data and confidentiality?
We work inside your environment wherever possible, use reputable AI providers with appropriate data agreements, and follow your security and privacy policies. We can also help you write or refine your firm's AI usage policy so staff know exactly what's safe.
What about workpapers, audit trails, and documentation?
Every AI workflow we build leaves a clear trail: which source documents were used, what the AI produced, who reviewed it, and what changed. That keeps you defensible during peer reviews, regulator questions, and PCAOB-style scrutiny.
Can we start small and expand later?
Yes, and that's how most firms work with us. A typical path is: Readiness Audit first, then one focused CoPilot Pilot in your highest-value area, then expand to other workflows and add Managed Operations once the results are proven.
Do you work with firms outside the US?
Yes. We've worked with organizations across North America and have experience with Canadian and EU privacy rules. Tax and accounting platforms differ by country, but the underlying workflow patterns are similar.
Get started with ManagedTEK AI Services
Share a few details and we'll set up a 30‑minute AI fit call.
Step 1: Share a few details about your firm
Or reach out directly
Email: info@managedtek.com
Phone: 707-205-3727
What happens next?
- We'll review your info and reach out within 1 business day.
- We'll schedule a 30-minute call to understand your firm and challenges.
- If there's a fit, we'll propose a starting point (usually the AI Readiness Audit).
- You decide if and when you want to move forward—no pressure, no long contracts required upfront.
