For US tax and bookkeeping firms with 5–30 people
Remi chases client documents, answers your front desk and collects your invoices, as your firm's AI assistant. One flat monthly fee with the AI included. No usage bills, no new software for your team to learn.
Free pilot runs before your organizers go out. It never touches the return.
The problem
Your team spends the season sending reminders, making calls and checking what came in. It's work nobody can bill for, and the people who used to do it are hard to hire.
of tax pros say stalled extensions come from missing documents or records.
NATP poll of 253 tax pros, Sept 2026fewer accountants and auditors in the US in one year: 1.45M in May 2025, down from 1.58M.
BLS, via CFO Divean hour for seasonal admin help, if you can find someone who stays through April.
Firm owners on r/taxprosYour portal's reminder
“Please upload your tax documents.”
The client doesn't know what's missing, so they wait. You call them in March.
Remi, your AI document coordinator
“Hi Maria, we have your W-2 and 1098. Still missing: your 1099-DIV from Fidelity. Reply with a photo and you're done.”
A specific ask, on the channel the client already answers, followed up until it arrives.
The roles
Remi takes on one role or several. Each has a job description and a weekly report, like a new hire, and a human sets it up and watches over it.
Start here
All year
Phones and inbox
Cash flow
Bookkeeping and fractional CFO firms can add a Client Growth role that runs your referral program, wins back lapsed clients and asks happy clients for reviews.
How it starts
We go through your tools, your season and where the chasing hurts most.
I connect your email, text and portal. You approve every message template.
Free. It runs on real clients before your organizers go out.
Files ready to prep, what's blocking the rest, and hours of chasing saved.
Pricing
You're hiring a role, so you pay like you would for staff: a fixed amount each month. No seats, no token costs, no surprise renewals.
Solo practice
$490 / month
Firms with 5–30 people
$1,200 / month per role
Full back office
$3,500 / month
12-month agreement, billed monthly. Setup is free for the first 3 firms in exchange for a case study. If Remi misses the target we agree on, the next month is free.
What it never does
Your client data
Who you'll work with
I'm Gustavo Veloso, the founder of Remi and a senior software engineer who has built for US companies since 2021: PayPal's checkout SDK, payment services used by hundreds of thousands of gym members a day, and AI agents for customer support.
I set up Remi for every firm myself, review its work every week, and answer when you call. No support queue.
Questions owners ask
Keep them. Portal reminders send the same message on a schedule. The coordinator reads what was uploaded, knows what's still missing for each client, and asks for that item by name. It works on top of your portal.
Most of those tried to prepare returns. This never touches the return. It does the chasing, sorting and reminding your staff doesn't want to do.
It writes only from templates you approve, only asks for documents or payments, and hands anything else to your team. Every message shows up in your weekly report.
Yes. Remi signs every message as your firm's AI assistant, and any client can ask for a person at any time. The IRS's 2026 guidance on AI asks firms to be open about it, and we give you a short, plain-language note you can send clients before the season.
Your part is one 30-minute call and approving the message templates. I do the rest, and the pilot starts before your busy season does.
Free pilot · first 3 firms get free setup
Book a 30-minute call. If it's not a fit, you'll still leave with a clear picture of where your season loses the most hours.
gustavo@remi.tax