Accessible AI for tax preparers

Automate client intake and appointment scheduling.

Type your line of work for a version tuned to you — or read on.

New-client intake, what-to-bring questions, and the return-status calls that flood every January through April. DocsHound spins up an AI agent that collects it and answers it, on your site or by text.

New-client intakeAppointment bookingDocument checklistFee quoteReturn statusFiling deadlineExtension request

Create my hound free Try the live demo

No setup call, no credit card, and no AI experience needed.

Your way into AI

The simple way to bring your business into the AI era.

Everyone says you need AI in your business. Nobody tells you how without hiring an engineer, wiring up ten tools, or disappearing down a rabbit hole for six months. DocsHound is the simple way in: you describe what you want in plain English, and it becomes the AI employee that handles it, so you get the upside of AI without the madness.

No engineers to hire. If you can describe the job, you can set it up.
No AI rabbit holes. One friendly tool, not a stack you have to learn.
Up and running in an afternoon. Not a six-month project.

Meet your hounds

What your hounds can do for you

Most tax firms start with one of these three. Pick where the season hurts most.

A hound running a process and sending an email

Automate a process

For the front-door work of taking on a new client before a preparer touches the return.

Intake that asks filing status, dependents, income types, and whether the client is new or returning
Engagement letters sent automatically with the fee agreement and the document checklist
Appointment booking that offers open drop-off or sit-down times and confirms by email
Return-type routing that sends a simple 1040 to one preparer and a business return to another
Extension requests collected and flagged so staff can file Form 4868 before the deadline

Every new client is screened, scheduled, and ready to work before anyone on staff touches it.

Serve your customers

For the clients who want a straight answer without waiting on hold during busy season.

"What do I need to bring?" answered with a clear checklist for their situation
"Where is my refund?" and "Is my return filed yet?" answered from where it actually stands
"How much will this cost?" explained with your starting fees in plain terms
"Do you handle self-employment, rentals, or multi-state returns?" answered honestly
After-hours questions handled the moment someone reaches out, not the next morning

Clients get accurate answers at any hour, and your office stops drowning in status calls.

Support your team

For the preparers and front-desk staff who lose time to the same lookups all season.

Quick answers on filing deadlines, extension rules, and this year's standard deduction
Where the current fee schedule and engagement letter templates live
Which documents a given return type needs before it can be prepared
E-file rejection and amended-return steps handled without interrupting a senior preparer
Standard client email replies drafted so staff can review and send

Your team stops rummaging for the same answers and spends the day on returns.

Run something else the same way every time? Tell us and we’ll point you to the right hound.

Build your first hound

Today a hound can ask, answer, send an email, and create a link. Sheets and Zapier are coming.

Get a running start

Tell us what you want to automate

Tell us what kind of business you run and we will show you what DocsHound can take off your plate first. You can change all of it later.

1 What you do 2 Recommended Hounds

What do you do?

What DocsHound can automate for your business

Based on your business, here is what we would set up first. Each one gathers what you need and takes the next step for you. Create them now or tweak later.

You are all set.

We are putting your Hounds together. Check your inbox for a link to start adding what your business knows.

See it in action

Find your industry

See what DocsHound does for your line of work.

Pick your line of work below for a version tuned to the jobs you run — or just type what you do:

Professional firms

Multi-location & portfolio

Clinics & practices

Retail & local

Simple to set up. Here is what you get.

No project, no jargon. Describe what you want in plain words and your business starts getting this back:

Anyone can set one up

No IT person, no setup project, no training. If you can describe the job, you can build the hound.

Save hours every week

The asking, collecting, and replying you do by hand all day runs itself, so you win the time back.

Open while you sleep

Customers get answered and jobs get booked at 2am, not just nine to five.

One business, a pack of hounds.

You do not run your whole business out of one inbox, so your AI should not either. A Hound handles one job, whether that is a process, a client, or one part of your world, and does it the same way every time.

Put one hound on staff questions, one on each property you manage, one on quotes for the field crew, one per client. Each stays in its lane, so the work stays clean and nothing gets crossed.

For your staff

Answers HR, PTO, and policy questions so the office does not have to.

One per property

Takes maintenance requests and resident questions, and routes them.

One per client

Runs their intake and onboarding, their way, every time.

For the field crew

Answers manual and SOP questions from a phone on the job.

Take one for a walk.

Meet Keystone Tax Group, a firm we made up so you can see how this feels. Ask a question, or start a new-client intake.

What this hound handles

a small business

Ask the Hound

Ask me a question, or say you need a quote or a callback and watch me take the details and hand them off.

Start by using it yourself. Share it when you are ready.

Use it yourself

Keep it private and get your own answers first. Nobody else has to know it exists yet.

Give it to your team

Invite employees so the person who used to get asked everything stops being the bottleneck.

Put it on your website

Let customers ask the same questions your staff already answers twenty times a day.

Connect it to your tools

When integrations land, your hound can push what it collects into the software you already use.

What would you put in yours?

Not sure what goes in first? Here is what three very different people would start with.

Joe the Plumber

Quote intake, plus warranty and pricing answers, so every tech in a truck gets a straight answer without calling the office.

Bob the Bookkeeper

One per client, handling new-client intake and answering “how does this one close their books?” before he even opens the file.

Any small business

The stuff that always lives in one person’s head, so the whole team can get an answer on day one instead of waiting for the person who knows.

Your first Hound is free

Put a hound on the busywork.

Pick one job you do over and over, like customer intake, quotes, or the questions your team fields all day, and let your first hound handle it. Set up in minutes, free to start.

Create mine free No credit card required.