Compical

For regional tax firms

Before you buy software for document chasing, call me.

Somebody is selling your firm document automation, or an AI assistant that reads returns, or a whole new practice platform. Call me before you sign it. I will tell you what the thing actually does, what your current software already does, and which parts of it have no business anywhere near a return.

Book the free first call See what a call costs

Where I would start

Documents received to ready for preparation

This is a guess based on businesses like yours, not a diagnosis of yours. On the call we find out whether it is actually your problem.

The job

Documents received to ready for preparation

Where work can fragment

Staff may identify uploads, remove duplicates, check the tax year, compare documents with request lists, route exceptions, and draft follow-up messages across several systems. Different offices may handle the same step differently.

What I would ask on the phone

On the phone I ask where the job goes, what your software already does, and which odd cases somebody has to handle by hand. Most quotes I read include something you already pay for. I do not assume a custom classifier or an agent is needed, and I have no reason to, because nobody pays me if you buy one.

What stays with professionals

Tax professionals retain every judgment about completeness, tax treatment, return preparation, client advice, and filing. A feasibility test is not production evidence and does not act on client records without approval.

Who this is for

Built for a firm with one job worth deciding about.

  • The same document job runs hundreds of times a season and more than one person touches it.
  • You can point to where the money goes: work done twice, jobs sitting, outside help, overtime, or work you had to turn away.
  • You can pull in whoever handles the money, whoever owns quality, and whoever looks after your systems.
  • The firm is willing to configure an existing product or stop if the evidence does not support custom work.

What to call about

Three things worth picking up the phone for.

A question you need answered

Should I be using AI for this. My competitor says he automated his intake, is that real. My office manager wants a new system, do we actually need one. You ask, I answer, you decide.

A contract you are about to sign

Send me the proposal, the contract, the statement of work. I read it and tell you on the phone what it actually commits you to, what is missing from it, and which parts you are already paying for somewhere else.

A vendor call you want me on

I join the demo with you and ask the things you do not know to ask. Booked in advance rather than on the spot, because I need to read up first.

Who should be on the call

Have whoever runs the season on the call if you can.

Managing partner, president, or COO

Own the decision, agree where the job starts and stops, and decide whether what I find is worth acting on.

Tax practice and operations leaders

Define the current process, exception paths, service constraints, and professional-review requirements.

Finance, IT, and security

Check my cost numbers, what you already license, data access, vendor constraints, what has to be controlled, and what a fix would depend on.

Limits

Tax judgment and taxpayer data remain controlled.

I give you the technical and operational read. You and your own advisers keep every professional, legal, compliance, and security call.

No tax or accounting judgment

AI does not choose a tax position, determine treatment, prepare or approve a return, issue an accounting conclusion, or give unsupervised client advice.

No live data before approval

Tests use synthetic or minimized data by default. Your real records are used only if you say so in writing, somewhere you control. The firm controls access, retention, and permitted vendors.

Evidence before implementation

A demonstration or small test does not establish production accuracy. I write down what review and proof you need before anything goes live.

Not a fit

When a phone call is not what you need.

  • A generic AI training request or a search for tools without a named business decision.
  • Autonomous tax research, return preparation, tax-position selection, accounting conclusions, or client advice.
  • A firm-wide core-system migration, data-cleanup program, or replacement of the tax stack.
  • A project where nobody can sign off, nobody owns the job, or I cannot get at the numbers and the people who run it.
  • Somebody to run the project for you. I answer the phone, I do not build it.

Reference material

Industry and government guidance

These sources inform the questions and boundaries above. Exact obligations depend on your work, your jurisdiction, your clients, your contracts, and your own advisers.

What I put at risk

Two things I will put in writing.

Compical is new and I am taking on my first clients now. I would rather say that than have you work it out. I cannot point you at ten companies like yours that I have already done this for. What I can do is put something of mine at risk on every single call, which is what the two commitments below are.

Nobody pays me except you

No referral fees, no reseller margin, no commission from a vendor. Nobody pays me to point you at their product. If the answer is that you already own the fix and somebody needs to turn it on, that is the answer you get, and the call ends there.

If it was not worth it, I will not bill you

You hang up, you decide the call was not worth what I charge, you tell me. I do not send the invoice, and you do not have to argue about it. That is on every call, not once at the start.

Start here

Who do you call about this stuff?

The first call is free and takes thirty minutes. I use it to learn what you run and who does what, so the paid calls are short. I am not selling you anything on it, because there is nothing to sell you yet.

Book the free first call