Sonny9 | AI teammate for CPAs, Tax Preparers & Auditors

Meet Sonny9 by Bitskout: Your AI teammate for CPAs, tax preparers, and auditors! 🤖💼 Efficiently collect customer data, streamline document gathering, and uncover new consulting opportunities with ease. Boost your practice with Sonny9's time-saving AI assistance. #AI #CPA #TaxPrep

Sonny9 by Bitskout facilitates efficient data collection for CPAs, tax preparers, and auditors.
It minimizes time spent on chasing information by streamlining the document collection process.
Clients are delighted with a swift, respectful data collection experience.
Repetitive tasks like verifying documents are reduced through proactive notifications and checklist validation.
New consulting opportunities are surfaced through insights derived from customer data.
Sonny9 enhances customer experience by automatically generating checklists and extracting data for analysis.
It reduces back-and-forth messages by flagging missing documents in real-time.
Data extraction into CSV and QuickBooks is automated for easy further analysis.
Sonny9 provides strategic consulting tips based on customer information.
Users can elevate their practice through stress reduction and enhanced efficiency with Sonny9's AI assistance.