Demos · Accounting & bookkeeping

Summarize client documents and follow up faster

A short presentation for partners and staff: document summaries, client letters, and chase emails, without replacing your tax prep or QBO stack.

About 8 minutes of slides · Three live demos on the platform (~7 minutes)

Download PDF Download PowerPoint Open live platform

Walkthrough of one daily workflow on the platform, alongside the tools you already use.

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
  • Free 2-month pilot and founding rates for early customers

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.

  1. Sign in as an agent → open Summarize client documents
  2. Complete Tax Document Summarizer → move to the next step
  3. Complete Client Letter Drafter → move to the next step
  4. Open Email Automation — send or show the draft
Open aiplatformusa.ez4youtech.com Book a 30-minute demo View pricing