--- title: "AI for accounting firms: circulars and deadlines | ekory" description: "AI for accounting firms: client circulars, the deadline schedule, client files and tax returns in one place, with the document and the page." url: https://ekory.ai/accounting-firms language: en italian: https://ekory.ai/it/accounting-firms.md updated: 2026-10-10 --- # Questions no longer queue at the partner's door. Circulars, the deadline schedule, client files and tax returns in one place. Staff and trainees find the answer with the document and the page, even at the height of tax season: checking it takes one click. _Example: A client calls to ask how much they'll pay in November: the Eko answers from the firm's deadline schedule, with the amount, the date and what it covers._ ## Sound familiar? ### “I'll ask the partner.” Every doubt a staff member has lands on the partner's desk. In tax season that's dozens of interruptions a day, and the partner's own work slips into the evening. ### The answer was already in a circular. In March the firm explained a new rule to clients in a clear circular. In October a client calls with the same question, and the answer gets rewritten from scratch, a little different every time. ### The new hire starts in May. Right in the middle of tax season. They learn by asking colleagues who are already up against a deadline, and they discover the firm's procedures one mistake at a time. ## The questions that all go through one person today. With ekory they get an answer in seconds, with the source. Evenings and weekends too. - When must this company approve its 2026 financial statements? - What did we agree with this client? - Do the minutes match the financial statements? - Which documents do we ask a new client for their tax return? - What have we already told clients about keeping their invoices? - Draft the November circular. _Example: Eko Client Files reads a client's contract and answers with the article that matters._ ## One Eko for each kind of work. The same sources for everyone. **Eko Client Files** For staff who handle clients Each client's financial statements, minutes, contracts and engagement letters, with the document and the page. **Eko Tax Returns** For tax season Checklists, procedures and everyday answers, even for people who joined in May. **Eko Circulars** For the partner A draft circular every month in the firm's voice, and what you've already told clients. Already using ekory: Zetamed, Molteni&C, Tohatsu, Würth, Petzl, Dada [Read the customer stories](https://ekory.ai/case-studies) ## Shared where it helps, private where it matters. - Each staff member sees the clients they handle. - Fees and the firm's own accounts stay with the partner. - Conversations are private. [Security and data](https://ekory.ai/security) ## What accounting firms ask before they start. ### How is it different from ChatGPT for an accounting firm? ChatGPT is a personal assistant: each person uses it with the files they give it. Ekos work on the firm's shared documents, with each person's permissions (circulars, opinions, client files and tax returns, scanned PDFs and Excel included), and answer citing the document and the page; if the answer isn't there, they tell you instead of guessing. We cover it in our [guide to AI for accountants and payroll consultants](https://ekory.ai/blog/ai-for-accountants-and-payroll-consultants). ### Can each staff member see only their own clients? Yes, if you decide so. Create a group per staff member or per area (bookkeeping, tax returns, payroll) and share with each only the folders of the clients they handle: fees and the firm's own accounts stay with the partner. Everyone's conversations stay private. ### Do we have to move our client files? No. ekory reads documents where they already are, in Google Drive, SharePoint, OneDrive or Notion, and stays up to date when a new document arrives, without modifying it. Your accounting software stays as it is: the Eko reads what comes out of it, such as financial statements, tax payment forms and returns in PDF. For folders on your office server there's the company file server connection, which opens no access from outside. ### How much does it cost for a 10-person firm? For 10 people, accountants, staff and front office included, the total is €299 a month, excluding VAT: €199 for the platform plus €100 for the people. If you grow to 15 people for tax season, the total is €339. Pay annually and you pay for 10 months out of 12: the [pricing page](https://ekory.ai/pricing) works it out for your firm. ### Does client data stay confidential, as the code of ethics requires? Yes. Your data is stored in Europe, and your content is never used to train AI models: it's written into our contracts with the AI providers, including Google. Permissions on every document, folder and Eko are checked on every question, conversations stay private and a data processing agreement (DPA) is available: the details are on the [security page](https://ekory.ai/security). Since 21 November 2025 the Italian accountants' code of ethics asks you to check exactly this, the security and confidentiality of the AI tools you use, and Italy's AI law (132/2025) asks you to tell clients about them in plain words. ## The same method, in other trades. - [**Payroll consultants** Collective agreements, payslips and circulars: answers for clients without starting over.](https://ekory.ai/labor-consultants) - [**Law firms** The firm's opinions, filings and precedents, found with the page, kept confidential.](https://ekory.ai/law-firms) - [**Engineering firms** Reports and proposals you already wrote, found in a minute.](https://ekory.ai/engineering-firms) - [**Insurance brokers** Policy wordings and client cover: what's covered, with the clause.](https://ekory.ai/insurance-brokers) - [**Property managers** Bylaws, meeting minutes and cost shares: who pays for what, with the resolution.](https://ekory.ai/property-managers) - [**Manufacturing** Every showroom gets finishes, sizes and prices right, and your network learns every new collection.](https://ekory.ai/manufacturing) [All industries](https://ekory.ai/industries) ## Tell us about your tax season. We'll show you the firm's answers, with the source. For the first call, a firm circular and a checklist are all we need, even without client data.