Eliminate hundreds of hours
of unbillable admin work.
Every accounting firm knows the hidden cost of serving clients isn't always accounting. It's the endless follow-ups. Celia works as your firm's AI Virtual Assistant, available 24/7 to keep every client moving forward.
Hundreds of hours every month, spent on work that isn't accounting.
Time that could be spent delivering higher-value advisory services.
- Requesting bank statements
- Chasing missing tax documents
- Sending reminder emails
- Scheduling meetings
- Collecting signatures
- Following up on outstanding questions
- Checking client status
- Preparing engagement documents
A virtual assistant for every client, without adding headcount.
- Request documents automatically based on the service being delivered
- Follow up until all required documents are received
- Track missing items
- Validate uploaded documents
- Notify staff only when intervention is needed
Celia communicates professionally with clients through email, SMS, portal notifications, and chat.
- Answer routine client questions
- Send reminders
- Request additional information
- Schedule appointments
- Confirm deadlines
- Share status updates
- Escalate only complex matters to your team
During tax season Celia can:
- Collect tax organizers
- Request W-2s, 1099s, K-1s, brokerage statements, and supporting documents
- Track outstanding items
- Send automated reminders
- Notify clients of approaching deadlines
- Coordinate e-signatures
- Prepare files for the tax team
Celia continuously monitors client activity and reminds clients to upload:
- Bank statements
- Credit card statements
- Loan statements
- Payroll reports
- Sales reports
- Inventory reports
- POS exports
- Expense documentation
Every interaction is recorded automatically. Celia maintains:
- Client conversations
- Action items
- Follow-ups
- Open requests
- Service history
- Meeting notes
- Communication timelines
Spend less time managing clients.
More time advising them.
Your team focuses on high-value accounting, tax, and strategic advisory work while Celia manages the administrative workload behind the scenes. Imagine giving every client a dedicated virtual assistant, without adding headcount.
Every hour your accountants spend chasing documents is an hour they aren't advising clients. Celia gives that time back.
Let's talk about
your firm.
Book a 30-minute call. We'll walk you through SmartTask and Celia, talk through your workflow, and show you whether CLOUDIT is a fit. No pressure. No pitch deck.