Sonny9

Sonny9 is a powerful AI tool that helps accountants and tax professionals make data collection faster and easier.

Designed specifically for Certified Public Accountants (CPAs), tax preparers, and auditors, Sonny9 streamlines the process of gathering customer information and documents. By simplifying these tasks, it cuts down on the repetitive work and endless exchanges that can slow things down.

Users can easily add Sonny9 to their emails, where it will create necessary checklists, validate documents, and ask follow-up questions based on what’s received. This means no more worrying about whether you have all the documents you need—Sonny9 checks everything against your checklist and highlights any missing or incorrectly submitted files. If there’s something unclear, it can reach out to clients for clarification on the spot.

This thoughtful approach not only makes it easier for professionals to collect data, but it also enhances the entire customer experience by making the process more efficient. Plus, Sonny9 has the added bonus of automatically extracting information from documents into different formats like CSV files or by directly integrating into QuickBooks. This produces a comprehensive report that includes all client responses.

One of the standout features of Sonny9 is its ability to analyze documents and answers. This analysis can unveil new business opportunities, providing insights and suggestions for high-level consulting services, such as CFO assistance or tax auditing, based on the information gathered from clients. With its proactive and insightful way of handling data collection, Sonny9 aims to boost customer service and increase overall productivity.