Christine AITry Christine
Tax Preparer Guide

How to Automate Document & Report Creation as a Tax Preparer

During tax season, turning client calls into organized engagement letters or summary reports usually means stopping your review work just to type. With over 130 files active, manually drafting documents for every new rental property or amended return creates a bottleneck that pushes filing deadlines back.

The Current Reality

The Manual Way

You listen to voicemails, scribble notes on a checklist, open Word, and draft the letter by hand while looking up client IDs.

25 minutes per document
  1. Listen to the client's voice note or read sticky notes from the call
  2. Open your practice management software to find the right client ID and address
  3. Launch Microsoft Word and load the engagement letter template
  4. Type out specific details like the $4,200 home office claim or new rental address
  5. Save the file with a specific name and email it to the client for signature

With Christine AI

The Christine Way

You dictate the client details in a voice note; Christine drafts the document in Google Docs, fills in the data, and saves it to the client folder instantly.

You

Send a voice note: 'Draft an engagement letter for Linda Park. Add her new rental at 892 Elm, purchased August 2025. Include the $4,200 home office expense and note she needs a depreciation schedule.'

Christine

Christine transcribes the audio, creates 'Linda_Park_Engagement_2025.docx' in Google Docs, and plugs the specific rental and expense details into the clauses.

You

Text: 'Save that to the 2025 Returns folder and email it to Linda for e-signature.'

Christine

Christine moves the file to the right Drive directory and sends the email with the secure signing link attached.

Time Saved Per Week

6 hours per week during peak season

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Voice note: Draft an addendum for the Nguyen family. They forgot to mention the $12k in crypto losses from Coinbase. Need to amend their 2024 return. Flag this as urgent.
9:41 AM
Got it. I've drafted 'Nguyen_Amendment_2024.docx' including the $12k Coinbase loss section. It's saved in your 'Amendments' folder. Should I email this to them for review?
9:41 AM
Yes, send it. Also, remind me to call them Thursday if they haven't signed by then.
9:42 AM
Email sent to the Nguyens. I've added a reminder to your calendar for Thursday at 10 AM to follow up on the signature status.
9:42 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

Works via iMessage3-minute setupCancel any timeReal humans in support