AI that handles client follow-up for CPA firms
Add your client list and Elbow Room takes it from there. It checks every record, finds what's missing, tracks each filing and K‑1 date, then emails, calls and collects documents so your team only has to review.
The software launches soon. Until then, our team runs it for you.
Three clients are still missing documents. I've already followed up with each one.
- Reminder emailed this morning
Harper household
1099-INT from their bank
- Follow-up sent to the preparer
Reyes Partners
K-1 from Partnership 2
- Call booked with the office manager
Lin Dental PC
Signed engagement letter
Done today
Sample dayAnswered a call from Dana Harper
Confirmed her W-2 arrived and texted an upload link for the rest.
Filed a bank statement
Oak Street Bakery. Renamed, saved, ready for review.
Added a sales tax deadline
Taken from Oak Street Bakery's filing schedule.
Started onboarding a new client
Welcome email and intake form sent.
It finds what's missing, then goes and gets it
Give Elbow Room your client list once. From then on it keeps every record accurate, knows every date, and does the follow-up by email, phone and upload.
- client-list.csv
- Contact details confirmed
- Reyes Partners: no EIN on file
- Harper household: email bounced
- Filing schedules found for each client
Reviews your client list
Every record gets checked. Gaps like a missing EIN or a bounced email are flagged and fixed before they slow anyone down.
- Quarterly
Reyes Partners
K-1s expected
- Monthly
Oak Street Bakery
Books closed
- Quarterly
Lin Dental PC
Payroll tax filing
- Annual
Harper household
Individual return
Tracks every deadline
Annual returns, quarterly K-1s, monthly books, payroll and sales tax. Each client's dates are recorded, so nothing depends on memory.
- Caller verified
Did you get my W-2?
Yes, it's in. We still need your 1099-INT. I'll text you a link to upload it.
Answers client calls
Status questions get answered on the phone. It says it's an AI, confirms who's calling, and hands off to your team when needed.
- From your firm
One item left for your tax return
Hi Dana, thanks for sending your W-2. The last thing we need is the 1099-INT from your bank. You can upload it here.
Sends the reminders
Each client hears exactly what's still missing, in your firm's voice, until it arrives.
- IMG_2041.jpgReady for your review
Harper, 1099-INT.pdf
Harper household / Tax return
Collects and files documents
Uploads get read, renamed and saved to the right client folder, then checked off the list for your review.
Add your client list. Then just ask.
Most firm software gives your team one more system to run. Elbow Room runs itself, and when you want to know something, you ask it in plain English.
Add your client list
Upload a spreadsheet or an export from your practice software. Elbow Room reviews every record and flags what's missing.
It maps the year for each client
Returns, K-1s, bookkeeping, payroll and sales tax. Every date that matters is recorded, client by client.
It runs the follow-up on its own
Reminders, calls and document collection keep going without anyone managing them. Your team reviews what comes in.
Ask Elbow Room
Questions your team can ask about any client.
- Who still owes us documents?
- Which K-1s are we waiting on?
- Add the new client from this email
- What's due for Oak Street Bakery this month?
New client checklist
Updated as each item comes in
Engagement letter
Signed
Intake form
Complete, details carried over
Prior-year return
Reminder sent
Photo ID
Waiting on client
New clients, onboarded any month of the year
Smaller firms bring on clients all year, not just before tax season. Every new client gets the same organized start, and Elbow Room follows up until everything is in.
- Welcome email and engagement letter sent for signature
- Intake details entered once and carried into your systems
- Missing items chased until they arrive
Connects to the software your firm already runs on
Your team shouldn't have to learn a new system. We set up AI around the tools you already use, so work moves between them instead of being retyped.
Tax software
Reminders and status updates follow where each return actually stands in your tax prep software.
Practice management
Clients, deadlines and tasks stay in the system your firm already tracks them in.
Bookkeeping and accounting
Categories and client questions start from the books your team already keeps.
Client portals and e-signature
Document requests and signatures go through the portal your clients already know.
Email and calendar
Drafts land in your team's inbox for review, and meetings land on your calendar.
Payroll
Deadline reminders built from the payroll schedules you already run.
Every firm's setup is different, so we confirm exactly what connects during your free audit. If a tool can't connect safely, we'll tell you plainly.
Start now, before the software launches
Elbow Room is in development, and your firm doesn't have to wait for it. Our team runs the same workflows for you today, with AI tools and real people.
Now: our team runs it for you
We load your client list, set up your reminders and requests, and handle the follow-up while your team reviews.
- Your free AI workflow audit
- Client list review and cleanup
- Reminders, calls and document requests handled
- A real person to ask when you're stuck
At launch: the software takes over
The same workflows move into Elbow Room, so they run on their own and you can just ask for what you need.
- Your client list and deadlines carried over
- Follow-up that runs without anyone managing it
- Plain-English answers about any client
- Support from the same team
Every firm is different, so we quote after your free audit. You'll know the cost before any work starts.
The AI does the legwork. Your team makes the calls.
Client data comes first
Before anything goes live, we map what client information goes where and who can see it. You approve every connection.
It sounds like your firm
Reminders and replies go out in your firm's name and voice, so clients know who they're hearing from.
People review what matters
Documents land ready for your review, and anything unusual goes to your team instead of being guessed at.
Questions firm owners ask us
Straight answers, in plain words. Ask us anything else on your free audit.
Get your free AI workflow audit
Tell us about your firm and how you manage clients today. We'll set up a time to talk through what Elbow Room can take over first.
- A relaxed conversation, not a sales pitch
- A plain-language plan for what to hand off first
- Free, with no obligation to work with us