Busy Season,Without the 11pm Receipt Hunt.
MetaWurks connects QuickBooks, Xero, Gmail and Drive, then agents pull the books, match 1099s, chase missing documents and draft workpapers. Your preparers review finished prep instead of assembling it.
Tax Prep Agent
QuickBooksconnected
Xeroconnected
Gmailconnected- Pulled P&L and balance sheet from QuickBooks
- Matched 1099s to bank depositsMatched
- 3 missing receiptsNeeds review
- Client document request drafted in GmailNot sent
- Tax organizer and workpapers drafted
Sample run · fictional data
How Can an Accounting or Tax Firm Use AI Safely?
Use AI that works inside the tools you already have, cites the source of every number and never sends anything without approval. MetaWurks connects QuickBooks, Xero, Gmail and Drive through OAuth, prepares tax files, closes and collections for review, and never sells client data. Your firm keeps its 7216 consent process.
Every PDF, Chart and Spreadsheet, Read, Matched and Cited.
Depositions, patient intake forms, payer policies, bank statements and 1099s arrive from Drive, OneDrive and the inbox. Agents read every page, match it to the right system and hand back structured prep, with a source on every line.
- 01IngestFiles sync from Google Drive, OneDrive and email attachments. No uploads, no re-keying.
- 02ReadScans, PDFs and spreadsheets are read page by page, tables and handwriting included.
- 03MatchFacts are matched to the ledger, the matter or the payer's criteria, and gaps are flagged.
- 04Hand backYou get cited summaries, packets and workpapers, with "Needs review" items first.
This morning, across the firm: Alvarez · exhibit list Cited; Patient ••4471 · prior auth Packet ready; Harbor & Pine · 1099s 14 / 14 matched; Gaps across all three 3 · Needs review; Client and payer drafts Waiting for OK.
Too Many Systems. Too Few Hands.
Receipts at 11pm
Busy season means chasing receipts across three inboxes, while finding qualified staff ranks as most CPA firms' #1 issue.
Source: AICPA PCPS Top Issues Survey, 2024Re-Keying Between Systems
Bank statements, 1099s and the ledger live in different places, so someone copies numbers by hand and checks them twice.
Chatbots with Client Data
Pasting client files into a general chatbot puts confidentiality at risk and gives answers you can't trace to a source.
Hand off the Prep. Keep the Judgment.
Agents pull, match and draft inside the tools you already use, then flag what needs a human.
Client Document Requests
Know exactly what each client still owes you and send a polite, specific request, after you approve it.
Month-End Close
Reconcile payouts, flag uncategorized expenses and draft variance notes for client advisory work.
Collections
Find overdue invoices and draft reminders in your voice, friendly or firm.
Built for People Bound by Confidentiality.
IRC Section 7216 and Client Consent
Your professional duties stay yours, and your firm sets its own client-consent policy under Section 7216. MetaWurks gives you controls that help: private, per-person connections, locked projects, cited answers and email drafts you approve. Check with your compliance adviser.
Controls That Help
OAuth sign-in with no stored passwords, per-person connections, locked projects, cited answers and drafts that wait for approval. See security & data integrity.
† Pending confirmation before launch: written no-training terms for every model provider behind Auto.
The Tools You Already Use.
Each connection is a sign-in on the app's own screen, not a migration.
Outlook
Google Drive
Stripe
DoubleAI for Accounting & Tax: Straight Answers.
Do we have to replace QuickBooks, Xero or our tax software?
No. MetaWurks works on top of the tools you already use. Connecting one is a sign-in, not a migration, and filing stays in your tax software.
Is client data used to train AI models?
We never sell your data. Whether a model provider can learn from your data depends on its terms; we're confirming those terms in writing for every provider behind Auto and will walk you through them on your call.
What if the AI gets a number wrong?
It can. That's why every answer cites the report or document it came from and agents flag gaps as "Needs review". Treat the output as prep for your professional judgment.
How long does setup take?
Connecting QuickBooks, Gmail and Drive takes minutes through each app's own sign-in. Book a 1:1 call and we'll set up your first agent on your own workflow.
Book a 1:1 Call for Your Firm's Exact Setup.
Bring your tool list and your worst admin chore. We'll show you what connects and what runs, live, on your own workflow.
Works with your current tools · Every answer cited · Drafts wait for your OK · Data never sold