AI by industry · Accounting firms
A dashboard for accounting firms
A dashboard for an accounting firm shows every client and what is open: documents owed, returns in progress, invoices unpaid, deadlines coming. It updates itself from email and the document folder, so the question “where does this client stand” has an answer in seconds, not a hunt through three systems.
Talk through your firm with the person who builds it
A free 30-minute call. You leave knowing which part of your accounting firm to hand to AI first, what we would build, and roughly how long it takes.
One page per client
Entity type, services, who handles them, what is owed, what was said in the last email. When a client calls, the whole picture is already open.
Notes from calls and emails land on the same page, so a client never has to repeat themselves to a second person, and a colleague covering for you can pick up the thread without a handoff meeting.
A firm-wide view
Returns by stage, outstanding documents by client, and unbilled work by person. Partners see where the firm is stuck without asking around.
Westward builds these as custom systems on the firm’s own accounts.
Keep access tight
Not everyone needs to see everything. Set who can open which client, and know where the data lives.
Sign in with an emailed one-time code, not a shared password, and keep a record of who opened which client. Fewer people with access means fewer places for a mistake.
Picture this
Examples of what it can look like. Illustrations, not clients.
On a Thursday in March, the board shows which returns are waiting on a client, which on a preparer and which on review.
A partner opens a client page and sees the last email, the open question and the invoice status together.
A list shows clients who were with you last year but have not sent anything yet this year.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- IRS: Circular 230: The rules for people who practice before the IRS.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your firm with the person who builds it
A free 30-minute call. You leave knowing which part of your accounting firm to hand to AI first, what we would build, and roughly how long it takes.
Questions
Do I have to leave my current software?
No. A dashboard can read from what you use today.
Can clients see it?
If you want, a private page can show them their own open items.
Can it track deadlines?
Yes. Filing and payment dates for each client appear on one calendar, with reminders to the person responsible.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses