Workflow Video · Accounting
Summarize Client Documents
About two and a half minutes. Packet summary, gaps found branch, chase letter you approve before send.
- Summarize
- Gaps Found
- Chase Letter
What you will see
- Why staff ChatGPT tabs bypass partner review
- Three connected steps: Tax Document Summarizer → Client Letter Drafter → Email
- How we augment your prep tools, not replace them
- Answers to common questions about cost, plans, and tools you already use
- Starter Free at $0 · guided Standard pilot for qualified teams
Live walkthrough (about 3 minutes)
When you reach the live section of the deck, open the platform and run one task — no need to tour every app.
- Sign in as an agent → open Summarize client documents
- Complete Tax Document Summarizer → move to the next step
- Complete Client Letter Drafter → move to the next step
- Open Email Automation — send or show the draft