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Extended returns sit in WIP, waiting on a K-1.
The brain reads your workflow, portal and inbox, and tells you, daily or weekly, which returns are stuck and what each one is missing.
AI drafts. Your people decide.
Push · Sample
Mon 7:00 a.m. · To you
$64,800in fees you can't bill yet.
What's slipping.
Three leaks the brain watches for in an accounting firm, and the alert you'd get.
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Returns stuck waiting on the client.
PushMon 7:00 a.m.Sample
37 extensions still miss documents. 21 need a K-1, 9 a brokerage 1099. $64,800 in fees waiting. Last reminder: 12 days ago.
Read from: WorkflowClient requestsPortal uploads
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Work outside the engagement letter.
PushTue 7:00 a.m.Sample
11 clients went past their fixed fee this quarter on notices, catch-up books and extra entities. $18,400 of time, none billed.
Read from: Time entriesEngagement lettersInbox
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Filed returns that never got invoiced.
PushWed 7:00 a.m.Sample
26 returns e-filed in September have no invoice. 8 more wait on a signed 8879. Oldest filed: Sept 3.
Read from: WorkflowE-signQuickBooks
Samples. Yours come from your own records.
It tells you first.
Then it answers what you ask, and drafts the follow-up for your OK.
Push
The right info reaches the right person, before they ask.
SampleMorning brief to the preparer: Okafor 1120S moved to prep. Last year's review notes, two open items, and the new Schwab 1099.
Ask
Everything your business knows, one question away.
SampleWhat are we still waiting on from the Garcias?
Their Vanguard 1099 and the rental K-1. Source: Financial Cents request, Oct 2.
Act Drafted. You approve.
Agents answer, chase, and close the loop. You approve.
SampleReminders to the 37 extension clients, each listing exactly what's missing. Your admin edits and sends.
What it will never do here: give tax advice, prepare or file a return, send an invoice, or email a client on its own.
AI drafts. Your people decide.
You stay in charge.
- A person approves before anything goes out.
- Every answer shows its source. Anything unsure gets flagged for a person.
- Your data stays yours: single-tenant, US-hosted, encrypted, never used for training.
- You own what we build. If we part ways, we hand it over whole.
Works with what you run.
- Reads directly
- Financial Cents (Scale plan), Canopy (Premium plan), ShareFile.
- Reads its reports
- Your tax software (the returns and workpapers you save to ShareFile or your drive).
- From your inbox
- Client document emails and IRS notices, e-sign receipts for 8879s and engagement letters.
- Also reads
- Email (Gmail or Outlook, including your archive), shared files, spreadsheets, and QuickBooks or Xero. Not personal phones or texts.
Anything that emails a report or exports a spreadsheet works too. You connect each one, read-only to start, and can turn it off any time. Some software only opens its data on higher plans. We check yours on the first call.
Questions managing partners ask us.
My software already does this.
Your workflow tool tracks due dates and status well. It doesn't see the client email with the K-1 attached, the notice someone answered for free, or the return filed with no invoice in QuickBooks. The brain reads across them and tells you what fell between.
Can client tax data go to an outside tool?
Section 7216 limits how preparers share client return information. The brain runs single-tenant and US-hosted, reads only what you connect, and never trains on your data. Your counsel decides whether you need client consent. Our security answer is on Your data.
Will it email our clients?
Not on its own. It drafts the reminder or the status reply. Your admin or preparer edits it and sends it from your firm's email.
Who at Second Shift sees our data?
Only Mac, plus our machine learning engineer on a complex build, and only what setup or a fix needs. Your data is single-tenant, US-hosted, encrypted, and never used for training. You can see what we connected and turn any of it off.
