Bitskout

Bitskout is designed to help teams save time by using AI agents to handle repetitive tasks.

One of its standout features is Sonny9, an AI agent that assists CPAs, accounting firms, and tax preparers in streamlining the process of collecting information from clients. Instead of spending hours tracking down documents, all you need to do is CC or BCC Sonny9 in your email requests. This action automatically generates a convenient portal for your client, complete with a checklist where they can upload everything from bank statements to tax forms.

What’s even better is that Sonny9 doesn’t just sit back and wait. As your clients submit their documents, it actively checks everything in real-time. If it finds anything that needs clarification, Sonny9 will ask the necessary follow-up questions based on what it sees. This not only saves time but also helps reduce confusion.

Additionally, you can give Sonny9 a brief description of your clients, like "real estate" or "5 properties." With this context, Sonny9 customizes its inquiries to match your specific needs, making communication smoother. As a result, what used to be a frustrating, prolonged exchange that could stretch over weeks can now be transformed into a quick, pleasant experience lasting just a few minutes for both clients and your team.