Ready for Sign-off
For CPA and accounting firms
Your workpapers, prepped and ready for sign-off.
Ready for Sign-off is an AI agent that does the prep work a staff accountant does: reconciliations, month-end close, tax workpapers and chasing client documents. It hands you finished work with the support attached. You review it, send back notes, and sign off.
- Bank reconciliation, OctoberOakridge Dental · 2 reconciling items explainedReady
- 1120-S workpapersLumen Studio LLC · TB tied to returnReady
- Month-end closeFieldstone Bakery · 6 JEs with supportReady
- PBC follow-upHarbor Marine · 3 of 5 documents inWaiting on client
What it handles
The work that buries your staff in busy season.
Reconciliations.
Bank, credit card and balance sheet reconciliations, with every reconciling item explained and traced to a source.
Month-end close.
Accruals, prepaids and recurring entries proposed with support, plus flux explanations for the accounts that moved.
Tax workpapers.
Source documents organized, the trial balance tied out, and prior-year differences flagged before a preparer opens the file.
Client document chasing.
PBC lists tracked item by item, with follow-up emails drafted for your approval.
Bookkeeping cleanup.
Catch-up categorization and cleanup on messy files, with the questions it can't answer gathered in one list.
Review notes.
Leave notes the way you would for staff. It clears them and shows you exactly what changed.
How it works
Delegate it the way you would to a new hire.
- 01
Assign the work.
Tell it the client, the period and what you need, the same way you'd hand an engagement to a staff accountant.
- 02
It preps.
It works through the file and leaves tickmarks and links to the bank statement, invoice or prior-year return behind each number.
- 03
You review and sign off.
Approve it, or send back review notes. Nothing goes to a client or a taxing authority until a person at your firm approves it.
You stay the CPA
It preps. Your licensed people decide.
- It doesn't sign returns, issue opinions or advise clients.
- It doesn't email a client without your approval.
- Every figure traces back to a source document you can open.
- Your partners and managers keep the review and the client relationship.
FAQ
Questions firms ask first.
Is it a CPA?
No. It does staff-level prep work. Review, sign-off and anything that requires a license stay with the professionals at your firm.
Which accounting and tax software does it work with?
Tell us your stack in the form below. Early access firms help decide which integrations come first.
How is client data handled?
Each firm's work runs in its own isolated workspace. We'll walk through data handling with you before you share any client files.
What does it cost?
Early access pricing is set with each firm during onboarding, based on the work you hand off.
Early access
Tell us what you'd hand off first.
We're onboarding a small number of firms. Tell us about yours and we'll reply to set up a walkthrough.
Thanks, you're on the list.
We'll be in touch at the address you gave us.