Client document requests
Automatic reminders for missing documents, with uploads checked and filed to the right client folder.
Accounting firms
AI for Accounting Firms
Accounting firms spend a large share of each week chasing documents, sorting emails, answering the same client questions and re-entering information between systems. Proweb Technologies builds AI for accounting firms in Australia that takes on that admin. We connect AI to the tools practices already use, including Microsoft 365, Google Workspace and practice software. We're based in Parramatta and already work with accounting practices on their websites and systems, including Success Accounting and AZ & Partners.
Use cases
Where AI helps an accounting practice
Inbox triage
AI reads incoming client emails, identifies the client and the request (tax return, BAS, query, document), and routes it or creates a job.
Client onboarding
Engagement letters, ID and information requests, and checklists triggered automatically.
Practice knowledge assistant
Staff ask, "How do we handle X?" and get an answer drawn from your own procedures and templates, limited by their access.
Drafting
First drafts of routine client emails and status updates for staff to review.
Reporting
Workload and job status summaries for partners and managers.
AI drafts and sorts. Your team still reviews and signs off on advice.
Our work
Our accounting AI work
AI assistant prototype for an accounting practice
A prototype AI assistant built for a Parramatta practice using Microsoft 365, Xero and Xero Practice Manager. It's designed to reduce manual inbox and admin work for a small team.
Confidentiality
Built with client confidentiality in mind
Accounting firms hold sensitive financial and personal information. Our approach:
- Role-based, permission-aware access. Staff and AI only see what they're entitled to.
- Microsoft sign-in and your existing security settings.
- Clear agreement on where data is stored and processed before anything goes live.
- Human review of anything sent to clients.
Why Proweb
Why Proweb for accounting firms
- We already work with accounting practices on their websites and systems.
- We provide IT support, cloud, Microsoft 365 and cyber security, so AI is set up inside a secure environment.
- We start small, with one process and a fixed quote, so you can see results before committing to more.
FAQ
Frequently asked questions
See where AI fits in your practice
Book a free AI audit · (02) 9897 2245
Or call (02) 9897 2245 · support@prowebtechnologies.com.au