Christine AIGet Started
Legal & Finance

AI Secretary for Tax Preparers

Christine chases documents, transcribes client notes, and tracks deadlines right from iMessage. Stop wasting billable hours on admin during tax season. Let your AI secretary handle the paperwork.

$600/week lost to admin at $60/hr
Start for $49/mo7-day money-back guarantee
Works via iMessage3 min setupNo tech skills needed
The Admin Tax

What Tax Preparers lose to admin every week

01
February 12th with 47 clients who haven't sent their W-2s yet

The Document Chase Nightmare

You emailed the Kowalski family twice about their 1099-INT and left a voicemail for Mr. Okafor. Tracking who sent what across 130 clients in a spreadsheet eats up your mornings.

6 hours per week during tax season on document follow-ups
02
After a phone call with Linda Park about her new rental property deductions

Sticky Note Data Loss

Linda mentioned $4,200 in home office expenses and a new rental purchase. You scribbled it on a Post-it that's now stuck to your coffee mug. Now you risk missing those deductions.

25 minutes per client re-asking questions they already answered

03
April 10th with 22 returns still needing signatures and 5 days to the deadline

Deadline Pile-Up Panic

Three clients need extensions filed, the Nguyen amended return is pending, and you can't recall if you e-filed the Mitchell return. Late filings become a real risk.

2-3 clients per season with late filings due to missed deadlines

04
After buying $189 in tax software licenses and $45 in office supplies

Mixed Business Receipts

Your credit card statement mixes Drake Software renewals, Staples runs, and personal Amazon orders. Separating these for your own Schedule C is ironically hard.

$300-500 in missed deductions on your own return annually
What Christine handles

Admin on autopilot, via iMessage

Instant Client Note Transcription

Speak client details right after calls. Christine turns them into structured notes so no deduction detail gets lost on a sticky note.

You text Christine

“Voice note: 'Linda Park—new rental at 892 Elm, $4,200 home office claim.'”

Automated Document Follow-Ups

Stop drafting reminder emails by hand. Tell Christine who needs what, and she sends professional follow-ups for missing 1099s or W-2s instantly.

You text Christine

“Email Kowalskis asking for 1099-INT from First National Bank.”

Expense Sorting for Schedule C

Snap photos of your business receipts. Christine uses OCR to sort software licenses and supplies away from personal spending.

You text Christine

“Photo of $189 Drake Software receipt categorized to 'Software'.”

Filing Deadline Management

Never miss an extension or filing date. Christine blocks review time and sets alerts for specific client deadlines based on your caseload.

You text Christine

“Block April 14 for review; add extension deadlines for Nguyen & Patterson.”

Client Checklist Tracking

Keep document checklists current without opening spreadsheets. Update received status via text as soon as clients upload files.

You text Christine

“Mark Okafor W-2 received; still waiting on rental income statement.”

Estimated Tax Payment Alerts

Make sure your quarterly clients never miss a payment window. Christine schedules reminders for you to notify them two weeks before due dates.

You text Christine

“Remind me to notify estimated tax clients 2 weeks before June 15.”

Christine vs Tax practice management software

$49/mo. Tax practice management software costs $50-150/month.

Task
Without Christine
With Christine
Document Collection
Manual emails and phone tag for every missing 1099 or W-2
Automated follow-up texts and emails sent instantly upon request
Client Notes
Scattered sticky notes and mental memory of deduction details
Transcribed voice notes organized by client name and tax year
Deadline Safety
Risk of missed extensions due to spreadsheet overload
Dedicated calendar blocks and alerts for every filing date
Own Bookkeeping
Hours spent separating personal vs. business credit card charges
Instant receipt scanning and categorization for Schedule C
Setup Time
Weeks learning complex practice management software interfaces
3-minute setup connecting directly to your Google Workspace
Cost Structure
$50-150/month for rigid software plus your own admin hours
$49/month flat rate handling unlimited tasks via text
Start for $49/mo

Cancel anytime. No contracts.

“Last February, I was drowning in sticky notes and missing 1099s. Christine now transcribes my post-call thoughts instantly and chases clients for docs automatically. It feels like having a full-time admin without the payroll taxes.”

Marcus Thorne

Independent Tax Preparer, Columbus OH

Recovered 8 billable hours/week and caught $450 in missed personal deductions
Free Tools

Free tools for Tax Preparers

Calculators and templates built for your profession. No signup required.

Admin Cost Calculator

Find out how much admin work is really costing your business each year and see your ROI with Christine.

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Time Savings Calculator

Select which admin tasks you do manually and see exactly how much time Christine can save you each week.

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Client Onboarding Checklist

Interactive checklist for onboarding new clients, with profession-specific steps and automation tips.

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Response Time Calculator

Calculate how much revenue slow client responses are costing your business each year.

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Client Capacity Calculator

Find out how many more clients you could handle if your admin was automated.

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Meeting Notes Template

Pre-filled meeting notes template with profession-specific sections. Copy and use instantly.

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FAQ

Questions from Tax Preparers

Tax Preparers — Try Christine

Stop drowning in admin.
Start at $49/mo.

Christine lives in iMessage. Text her your tasks, she handles the rest. 10 hours of admin work per week becomes minutes.

Get started7-day money-back guarantee
No VA to manageNo software to learnJust text Christine