Doc Collection AI
60% faster intake
Client Follow-Ups
100% automated
Engagement Letters
Generated in seconds
Deadline Tracking
Zero missed deadlines
Return Assembly
8 min avg per return
Document Recognition
99.2% accuracy
Staff Hours Saved
400+ per season
Onboarding Time
Live in 2 weeks
Post-Purchase Care Bot
35% fewer tickets escalated
Security Incident Summaries
75% faster incident reporting
Payment Recovery Nudges
30% fewer invoices written off
Doc Collection AI
60% faster intake
Client Follow-Ups
100% automated
Engagement Letters
Generated in seconds
Deadline Tracking
Zero missed deadlines
Return Assembly
8 min avg per return
Document Recognition
99.2% accuracy
Staff Hours Saved
400+ per season
Onboarding Time
Live in 2 weeks
Post-Purchase Care Bot
35% fewer tickets escalated
Security Incident Summaries
75% faster incident reporting
Payment Recovery Nudges
30% fewer invoices written off
Tax season ran by AI. Not your staff.
Crest automates document collection, client follow-ups, and return delivery — so your team focuses on the work that bills.
Worked with:
Worked with:
Our Services
Your busiest season. Handled.
AI-powered automations that eliminate the operational work suffocating your team.
Document Collection AI
Clients upload to a smart portal. AI classifies every document, extracts key data, flags what's missing, and follows up automatically.
GPT 5.2
Engagement & E-Signature
Engagement letters auto-generate from client data, route for signature, and file themselves. No copying, pasting, or chasing.
Doc Classified
DATA EXTRACTED
Doc Classified
DATA EXTRACTED
Doc Classified
DATA EXTRACTED
Doc Classified
DATA EXTRACTED
Deadline & Return Delivery
Every client tracked against every deadline. Returns assembled and delivered to clients automatically when approved. Nothing slips.
60%
50%
40%
30%
20%
10%
0
Jan
Feb
Mar
Apr
Automated Follow-Ups
Smart Data Extraction
E-Signature Routing
Deadline Dashboards
Client Portal
Return Assembly
AI Document Recognition
AI Document Recognition
Automated Follow-Ups
Smart Data Extraction
E-Signature Routing
Deadline Dashboards
Client Portal
Return Assembly
About Us
Built for tax season.
Built for tax season.
We only do one thing: make CPA firms operationally bulletproof.
We only do one thing: make CPA firms operationally bulletproof.
Our Mission
Accounting firms lose thousands of hours every season to logistics that have nothing to do with accounting. We built AI to take that work off the table — permanently.
Built with firm operators
They survived last season. You're next.
0
0
+
Client docs processed
0
0
+
Staff hours saved per firm
0
0
%
On-time delivery rate
0
0
%
Faster doc collection
Our Pricing
Plans that scale with you.
No hidden fees. No per-seat charges. Just results.
Monthly
Yearly (-20%)
Book a Call
We learn your firm, your tools, and your pain.
We Build It
Custom automations configured for your workflow.
Go Live
Your team runs tax season on autopilot.
Features:
AI document collection portal
AI document classification & extraction
Automated client follow-ups
Real-time status dashboard
Deadline tracking & alerts
Features:
Everything in Core
We build what you need — just ask
Engagement letter generation + e-sign
Return assembly & delivery
Dedicated account manager
Monthly
Yearly (-20%)
Book a Call
We learn your firm, your tools, and your pain.
We Build It
Custom automations configured for your workflow.
Go Live
Your team runs tax season on autopilot.
Features:
AI document collection portal
AI document classification & extraction
Automated client follow-ups
Real-time status dashboard
Deadline tracking & alerts
Features:
Everything in Core
We build what you need — just ask
Engagement letter generation + e-sign
Return assembly & delivery
Dedicated account manager
Our Clients
Hear from our clients.
Hear from our clients.
Managing partners and firm operators who got their back office off their plate.
Managing partners and firm operators who got their back office off their plate.
"We used to start dreading January in October. Last season, my staff actually left the office by 6pm during crunch."
Mike Torrano
Owner
"Document collection consumed my admin team. Crest cut that work by more than half — and clients actually prefer the portal."
Dana Caldwell
COO
"We missed zero deadlines across 540 clients. That's never happened in 18 years of running this firm."
James Purcell
President
"I was skeptical about AI touching our workflow. The onboarding took two weeks and my team didn't have to learn anything new."
Roger Maines
Owner
"The engagement letter automation alone saved us 200 hours. I didn't even know we were spending that much time on it."
Tony Briggs
VP Ops
"We added 80 clients this year without adding staff. Crest absorbed the operational load completely."
Benjamin Daul
Owner
"We used to start dreading January in October. Last season, my staff actually left the office by 6pm during crunch."
Mike Torrano
Owner
"Document collection consumed my admin team. Crest cut that work by more than half — and clients actually prefer the portal."
Dana Caldwell
COO
"We missed zero deadlines across 540 clients. That's never happened in 18 years of running this firm."
James Purcell
President
"I was skeptical about AI touching our workflow. The onboarding took two weeks and my team didn't have to learn anything new."
Roger Maines
Owner
"The engagement letter automation alone saved us 200 hours. I didn't even know we were spending that much time on it."
Tony Briggs
VP Ops
"We added 80 clients this year without adding staff. Crest absorbed the operational load completely."
Benjamin Daul
Owner
"We used to start dreading January in October. Last season, my staff actually left the office by 6pm during crunch."
Mike Torrano
Owner
"Document collection consumed my admin team. Crest cut that work by more than half — and clients actually prefer the portal."
Dana Caldwell
COO
"We missed zero deadlines across 540 clients. That's never happened in 18 years of running this firm."
James Purcell
President
"I was skeptical about AI touching our workflow. The onboarding took two weeks and my team didn't have to learn anything new."
Roger Maines
Owner
Why Us
Not another tool to learn.
Crest AI works behind the scenes. Your team works like normal.
DIY Software
Months of setup and training
Staff has to learn new systems
Manual follow-ups still required
No document intelligence
You manage the tool yourself
Generic Portals
One-size-fits-all templates
No AI, just file storage
Basic reminders only
Upload only, no extraction
Limited support after sale
Crest AI
Live in 2 weeks, built for your firm
AI handles docs — staff changes nothing
Fully automated follow-up sequences
AI classifies, extracts, and routes
Dedicated forward deployed engineer
FAQs
Questions? Answered.
Everything you need to know before getting started.
01/ Does my team have to learn a new system?
No. Crest works behind the scenes. Your team keeps using the tools they already know. Clients get a simple upload portal — that's it.
02/ How long does it take to go live?
03/ Will this work with our tax software?
04/ Is our client data secure?
05/ What if a client won't use the portal?
06/ Can I cancel anytime?
Contact & Support
Get in touch.
Have questions or need support? Our team is here to help you every step of the way.
Doc Collection AI
60% faster intake
Client Follow-Ups
100% automated
Engagement Letters
Generated in seconds
Deadline Tracking
Zero missed deadlines
Return Assembly
8 min avg per return
Document Recognition
99.2% accuracy
Staff Hours Saved
400+ per season
Onboarding Time
Live in 2 weeks
Post-Purchase Care Bot
35% fewer tickets escalated
Security Incident Summaries
75% faster incident reporting
Payment Recovery Nudges
30% fewer invoices written off
Doc Collection AI
60% faster intake
Client Follow-Ups
100% automated
Engagement Letters
Generated in seconds
Deadline Tracking
Zero missed deadlines
Return Assembly
8 min avg per return
Document Recognition
99.2% accuracy
Staff Hours Saved
400+ per season
Onboarding Time
Live in 2 weeks
Post-Purchase Care Bot
35% fewer tickets escalated
Security Incident Summaries
75% faster incident reporting
Payment Recovery Nudges
30% fewer invoices written off
Tax season ran by AI. Not your staff.
Crest automates document collection, client follow-ups, and return delivery — so your team focuses on the work that bills.
Worked with:
Worked with:
Our Services
Your busiest season. Handled.
AI-powered automations that eliminate the operational work suffocating your team.
Document Collection AI
Clients upload to a smart portal. AI classifies every document, extracts key data, flags what's missing, and follows up automatically.
GPT 5.2
Engagement & E-Signature
Engagement letters auto-generate from client data, route for signature, and file themselves. No copying, pasting, or chasing.
Doc Classified
DATA EXTRACTED
Doc Classified
DATA EXTRACTED
Doc Classified
DATA EXTRACTED
Doc Classified
DATA EXTRACTED
Deadline & Return Delivery
Every client tracked against every deadline. Returns assembled and delivered to clients automatically when approved. Nothing slips.
60%
50%
40%
30%
20%
10%
0
Jan
Feb
Mar
Apr
Automated Follow-Ups
Smart Data Extraction
E-Signature Routing
Deadline Dashboards
Client Portal
Return Assembly
AI Document Recognition
AI Document Recognition
Automated Follow-Ups
Smart Data Extraction
E-Signature Routing
Deadline Dashboards
Client Portal
Return Assembly
About Us
Built for tax season.
Built for tax season.
We only do one thing: make CPA firms operationally bulletproof.
We only do one thing: make CPA firms operationally bulletproof.
Our Mission
Accounting firms lose thousands of hours every season to logistics that have nothing to do with accounting. We built AI to take that work off the table — permanently.
Built with firm operators
They survived last season. You're next.
0
0
+
Client docs processed
0
0
+
Staff hours saved per firm
0
0
%
On-time delivery rate
0
0
%
Faster doc collection
Our Pricing
Plans that scale with you.
No hidden fees. No per-seat charges. Just results.
Monthly
Yearly (-20%)
Book a Call
We learn your firm, your tools, and your pain.
We Build It
Custom automations configured for your workflow.
Go Live
Your team runs tax season on autopilot.
Features:
AI document collection portal
AI document classification & extraction
Automated client follow-ups
Real-time status dashboard
Deadline tracking & alerts
Features:
Everything in Core
We build what you need — just ask
Engagement letter generation + e-sign
Return assembly & delivery
Dedicated account manager
Monthly
Yearly (-20%)
Book a Call
We learn your firm, your tools, and your pain.
We Build It
Custom automations configured for your workflow.
Go Live
Your team runs tax season on autopilot.
Features:
AI document collection portal
AI document classification & extraction
Automated client follow-ups
Real-time status dashboard
Deadline tracking & alerts
Features:
Everything in Core
We build what you need — just ask
Engagement letter generation + e-sign
Return assembly & delivery
Dedicated account manager
Our Clients
Hear from our clients.
Hear from our clients.
Managing partners and firm operators who got their back office off their plate.
Managing partners and firm operators who got their back office off their plate.
"We used to start dreading January in October. Last season, my staff actually left the office by 6pm during crunch."
Mike Torrano
Owner
"Document collection consumed my admin team. Crest cut that work by more than half — and clients actually prefer the portal."
Dana Caldwell
COO
"We missed zero deadlines across 540 clients. That's never happened in 18 years of running this firm."
James Purcell
President
"I was skeptical about AI touching our workflow. The onboarding took two weeks and my team didn't have to learn anything new."
Roger Maines
Owner
"The engagement letter automation alone saved us 200 hours. I didn't even know we were spending that much time on it."
Tony Briggs
VP Ops
"We added 80 clients this year without adding staff. Crest absorbed the operational load completely."
Benjamin Daul
Owner
"We used to start dreading January in October. Last season, my staff actually left the office by 6pm during crunch."
Mike Torrano
Owner
"Document collection consumed my admin team. Crest cut that work by more than half — and clients actually prefer the portal."
Dana Caldwell
COO
"We missed zero deadlines across 540 clients. That's never happened in 18 years of running this firm."
James Purcell
President
"I was skeptical about AI touching our workflow. The onboarding took two weeks and my team didn't have to learn anything new."
Roger Maines
Owner
"The engagement letter automation alone saved us 200 hours. I didn't even know we were spending that much time on it."
Tony Briggs
VP Ops
"We added 80 clients this year without adding staff. Crest absorbed the operational load completely."
Benjamin Daul
Owner
"We used to start dreading January in October. Last season, my staff actually left the office by 6pm during crunch."
Mike Torrano
Owner
"Document collection consumed my admin team. Crest cut that work by more than half — and clients actually prefer the portal."
Dana Caldwell
COO
"We missed zero deadlines across 540 clients. That's never happened in 18 years of running this firm."
James Purcell
President
"I was skeptical about AI touching our workflow. The onboarding took two weeks and my team didn't have to learn anything new."
Roger Maines
Owner
Why Us
Not another tool to learn.
Crest AI works behind the scenes. Your team works like normal.
DIY Software
Months of setup and training
Staff has to learn new systems
Manual follow-ups still required
No document intelligence
You manage the tool yourself
Generic Portals
One-size-fits-all templates
No AI, just file storage
Basic reminders only
Upload only, no extraction
Limited support after sale
Crest AI
Live in 2 weeks, built for your firm
AI handles docs — staff changes nothing
Fully automated follow-up sequences
AI classifies, extracts, and routes
Dedicated forward deployed engineer
FAQs
Questions? Answered.
Everything you need to know before getting started.
01/ Does my team have to learn a new system?
No. Crest works behind the scenes. Your team keeps using the tools they already know. Clients get a simple upload portal — that's it.
02/ How long does it take to go live?
03/ Will this work with our tax software?
04/ Is our client data secure?
05/ What if a client won't use the portal?
06/ Can I cancel anytime?
Contact & Support
Get in touch.
Have questions or need support? Our team is here to help you every step of the way.
Doc Collection AI
60% faster intake
Client Follow-Ups
100% automated
Engagement Letters
Generated in seconds
Deadline Tracking
Zero missed deadlines
Return Assembly
8 min avg per return
Document Recognition
99.2% accuracy
Staff Hours Saved
400+ per season
Onboarding Time
Live in 2 weeks
Post-Purchase Care Bot
35% fewer tickets escalated
Security Incident Summaries
75% faster incident reporting
Payment Recovery Nudges
30% fewer invoices written off
Doc Collection AI
60% faster intake
Client Follow-Ups
100% automated
Engagement Letters
Generated in seconds
Deadline Tracking
Zero missed deadlines
Return Assembly
8 min avg per return
Document Recognition
99.2% accuracy
Staff Hours Saved
400+ per season
Onboarding Time
Live in 2 weeks
Post-Purchase Care Bot
35% fewer tickets escalated
Security Incident Summaries
75% faster incident reporting
Payment Recovery Nudges
30% fewer invoices written off
Tax season ran by AI. Not your staff.
Crest automates document collection, client follow-ups, and return delivery — so your team focuses on the work that bills.
Worked with:
Worked with:
Our Services
Your busiest season. Handled.
AI-powered automations that eliminate the operational work suffocating your team.
Document Collection AI
Clients upload to a smart portal. AI classifies every document, extracts key data, flags what's missing, and follows up automatically.
GPT 5.2
Engagement & E-Signature
Engagement letters auto-generate from client data, route for signature, and file themselves. No copying, pasting, or chasing.
Doc Classified
DATA EXTRACTED
Doc Classified
DATA EXTRACTED
Doc Classified
DATA EXTRACTED
Doc Classified
DATA EXTRACTED
Deadline & Return Delivery
Every client tracked against every deadline. Returns assembled and delivered to clients automatically when approved. Nothing slips.
60%
50%
40%
30%
20%
10%
0
Jan
Feb
Mar
Apr
Automated Follow-Ups
Smart Data Extraction
E-Signature Routing
Deadline Dashboards
Client Portal
Return Assembly
AI Document Recognition
AI Document Recognition
Automated Follow-Ups
Smart Data Extraction
E-Signature Routing
Deadline Dashboards
Client Portal
Return Assembly
About Us
Built for tax season.
Built for tax season.
We only do one thing: make CPA firms operationally bulletproof.
We only do one thing: make CPA firms operationally bulletproof.
Our Mission
Accounting firms lose thousands of hours every season to logistics that have nothing to do with accounting. We built AI to take that work off the table — permanently.
Built with firm operators
They survived last season. You're next.
0
0
+
Client docs processed
0
0
+
Staff hours saved per firm
0
0
%
On-time delivery rate
0
0
%
Faster doc collection
Our Pricing
Plans that scale with you.
No hidden fees. No per-seat charges. Just results.
Monthly
Yearly (-20%)
Book a Call
We learn your firm, your tools, and your pain.
We Build It
Custom automations configured for your workflow.
Go Live
Your team runs tax season on autopilot.
Features:
AI document collection portal
AI document classification & extraction
Automated client follow-ups
Real-time status dashboard
Deadline tracking & alerts
Features:
Everything in Core
We build what you need — just ask
Engagement letter generation + e-sign
Return assembly & delivery
Dedicated account manager
Monthly
Yearly (-20%)
Book a Call
We learn your firm, your tools, and your pain.
We Build It
Custom automations configured for your workflow.
Go Live
Your team runs tax season on autopilot.
Features:
AI document collection portal
AI document classification & extraction
Automated client follow-ups
Real-time status dashboard
Deadline tracking & alerts
Features:
Everything in Core
We build what you need — just ask
Engagement letter generation + e-sign
Return assembly & delivery
Dedicated account manager
Our Clients
Hear from our clients.
Hear from our clients.
Managing partners and firm operators who got their back office off their plate.
Managing partners and firm operators who got their back office off their plate.
"We used to start dreading January in October. Last season, my staff actually left the office by 6pm during crunch."
Mike Torrano
Owner
"Document collection consumed my admin team. Crest cut that work by more than half — and clients actually prefer the portal."
Dana Caldwell
COO
"We missed zero deadlines across 540 clients. That's never happened in 18 years of running this firm."
James Purcell
President
"I was skeptical about AI touching our workflow. The onboarding took two weeks and my team didn't have to learn anything new."
Roger Maines
Owner
"The engagement letter automation alone saved us 200 hours. I didn't even know we were spending that much time on it."
Tony Briggs
VP Ops
"We added 80 clients this year without adding staff. Crest absorbed the operational load completely."
Benjamin Daul
Owner
"We used to start dreading January in October. Last season, my staff actually left the office by 6pm during crunch."
Mike Torrano
Owner
"Document collection consumed my admin team. Crest cut that work by more than half — and clients actually prefer the portal."
Dana Caldwell
COO
"We missed zero deadlines across 540 clients. That's never happened in 18 years of running this firm."
James Purcell
President
"I was skeptical about AI touching our workflow. The onboarding took two weeks and my team didn't have to learn anything new."
Roger Maines
Owner
"The engagement letter automation alone saved us 200 hours. I didn't even know we were spending that much time on it."
Tony Briggs
VP Ops
"We added 80 clients this year without adding staff. Crest absorbed the operational load completely."
Benjamin Daul
Owner
"We used to start dreading January in October. Last season, my staff actually left the office by 6pm during crunch."
Mike Torrano
Owner
"Document collection consumed my admin team. Crest cut that work by more than half — and clients actually prefer the portal."
Dana Caldwell
COO
"We missed zero deadlines across 540 clients. That's never happened in 18 years of running this firm."
James Purcell
President
"I was skeptical about AI touching our workflow. The onboarding took two weeks and my team didn't have to learn anything new."
Roger Maines
Owner
Why Us
Not another tool to learn.
Crest AI works behind the scenes. Your team works like normal.
DIY Software
Months of setup and training
Staff has to learn new systems
Manual follow-ups still required
No document intelligence
You manage the tool yourself
Generic Portals
One-size-fits-all templates
No AI, just file storage
Basic reminders only
Upload only, no extraction
Limited support after sale
Crest AI
Live in 2 weeks, built for your firm
AI handles docs — staff changes nothing
Fully automated follow-up sequences
AI classifies, extracts, and routes
Dedicated forward deployed engineer
FAQs
Questions? Answered.
Everything you need to know before getting started.
01/ Does my team have to learn a new system?
No. Crest works behind the scenes. Your team keeps using the tools they already know. Clients get a simple upload portal — that's it.
02/ How long does it take to go live?
03/ Will this work with our tax software?
04/ Is our client data secure?
05/ What if a client won't use the portal?
06/ Can I cancel anytime?
Contact & Support
Get in touch.
Have questions or need support? Our team is here to help you every step of the way.