Finance & moneyReviewed listing
Tax Firm OS
PurposeAn operating assistant for small tax and accounting offices. It works through compliance, client follow-up, debt resolution and planning prep as drafts only, so your staff stays in charge of filing, signing and sending.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- When you ask
- What it can touch
- Drafts for your approval
- Setup
- None: start chatting
The description says it drafts and waits for your OK, or never sends on its own.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Tax Firm OS’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Tax Firm OS in Bot.
- Start a chat with Tax Firm OS, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Amervim Bonano. Open it in Bot to start using it.