Thursday, January 23, 2025
AI Tools for Accounting Pros You Can Use in <30mins

Today's Tip: AI Tools You Can Set Up in <30mins This Tax Season
Like most professions, you've probably been bombarded with AI tools in the past months. I get it. I find it hard to stay on top of everything that's coming out.
And unfortunately, we don't have time to try them all - especially now that returns need to get filed.
So our team of techies, CPAs, and tax preparers @ CleanUpBuddy put together a list of "quick win" AI tools that you can set up in <30 minutes to make this tax season a little easier.
(If you have a larger team (10+) it might take longer. They're still the quickest out of other tools you could choose, though)
*** I won't mention tools like ChatGPT or Gemini because you're already aware of them - but if you're not using those this season, start there.
1. CleanUpBuddy.ai
Ok, I know you saw that coming. What can I say. We're biased.
CleanUpBuddy helps you turn a tangle of bank statements into a clean P&L in under 60 seconds using AI.
It's great for your "shoebox" clients. You know who I mean. The ones without clean books. Maybe you need their Schedule C done. Or double check the bookkeeping their retired-CPA half cousin did for them throughout the year.
It's free to try out here. Or reply to this email, we can set up a demo and personalized onboarding. And yes, it takes just a few minutes to get started.
2. Otter.ai
Most of the practices we work with swear by Otter.ai or other AI meeting assistants like Fireflies.
Otter.ai joins in your meetings and auto-transcribes it. Right after the meeting you get a summary and action items. You can also chat with Otter to learn more about what your meeting(s) were about in the past.
It's great for calls with your team and your clients - it'll keep everyone more accountable and productive.
3. Buffer AI
If you haven't used Buffer before, it lets you prep & schedule out social posts across all your social channels. If you plan on posting at all this tax season, Buffer can help you manage that without taking away time from finishing returns.
Buffer has some awesome AI features. It lets you draft posts in seconds, cut up long form content into quick posts, and repurpose content from one platform into another, all in seconds.
4. TaxGPT
ChatGPT has its limits. Complex tax issues is one of them.
TaxGPT is an AI tax research assistant made for tax pros. You can use it to quickly research complex tax issues, write tax memos, reply to client emails, respond to IRS CP2000 notices, and more.
It's more secure and accurate than ChatGPT and other chats when it comes to tax law.
5. Reclaim.ai
You've probably heard of Calendly before. Reclaim.ai is like Calendly after three espressos and a cold shower.
You join Reclaim.ai with your team and it syncs between all of your schedules and optimizes for everyone's preferences to maximize productivity. It automatically sets meetings when it works best for everyone. If your team takes a lot of meetings during tax season, Reclaim.ai can help you stay sane balancing your schedule.
6. Spark by Rightworks
Spark is like ChatGPT but purpose-built for accounting firms. It has a ton of features made specifically for this profession. It also had more advanced security standards than ChatGPT.
7. Spotify DJ
We all need some good music to get us through tough times at work...
Spotify DJ is your AI virtual assistant who recommends old favorites and allows you to discover new artists, playlists, and genres.
Honorary mentions...
- Superhuman (AI email inbox that's more powerful than Gmail)
- Calendly AI (scheduling)
- Loom AI (making videos with screenshares to send to colleagues or clients)
- Canva AI (powerful tools whenever you need to make creative assets: vids, graphics, social posts, templates, edit photos, etc)
P.S. this email series is by CleanUpBuddy.ai, which helps you turn a tangle of bank statements into a clean P&L in under a minute using AI.
It's great for those Schedule C clients without clean books. You know who I'm talking about. Feel free to check out our siteto see how we can help you reclaim hours of manual work this tax rush without outsourcing or hiring.
We also invite you to join our Discourse community for other bookkeepers & tax pros using CleanUpBuddy here. We'll add more content there as well as announce events, special promos, and more.
Thanks for tuning in, happy to help with any questions. Just drop a reply.
Touch base next week,
~Toni, CEO of CleanUpBuddy.ai