Automate Client Communications During Tax Season

Handle document requests, deadline reminders, and billing questions with AI-drafted email responses.

Capacity during tax season

80%

Faster client response

50%

Less admin time

Email Support Challenges in Accounting

Handle tax season volume

4x capacity

Automated document request follow-ups

Timely deadline reminders

Consistent professional communications

AI answers common tax questions from your firm's FAQ.

Automated follow-ups for outstanding document requests.

Timely client reminders from your calendar.

Handle billing inquiries from your fee schedule.

Before Relay

Staff manually follows up on missing documents for each client

With Relay

AI drafts personalized document request with checklist

Before Relay

Client waits days for fee breakdown explanation

With Relay

Relay drafts fee explanation from your published rate schedule

Can Relay handle tax season volume?▾

Yes — AI scales instantly. Handle 4x the normal email volume without adding staff.

Does Relay ensure accuracy in tax communications?▾

Relay drafts from your approved knowledge base. Every response is reviewed by your team before sending.

Can we customize Relay for different service lines?▾

Yes — separate knowledge bases for tax, audit, advisory, and bookkeeping with specific FAQs and response templates.

Start your free trial and see how Relay helps accounting teams respond faster with AI-drafted replies.