IVOKER for accounting and tax firms
How firms use IVOKER, a private AI operator, to sort mail, find documents, draft client follow-ups, and prepare files, with staff approving anything that goes out.
Outside the return itself, a practice spends hours on coordination: reading client email, finding the right attachment, drafting reminders and follow-ups, updating spreadsheets, and preparing the same kinds of documents again and again. The work is necessary, repetitive, and full of context that only the person handling the client remembers.
IVOKER carries that context. It remembers the firm's formats and preferences, works across connected mail and files, and prepares drafts and documents for review. Mail never sends until a person approves it, which matters when every message carries the firm's professional responsibility.
Things to keep in mind
- Connect only the mailboxes and folders IVOKER needs. Connections are optional and require consent.
- Use IVOKER for coordination and drafting. Professional judgment and signatures stay with the firm.
- Describe IVOKER in your written information security plan and client disclosures where your obligations require it.
How it works
Set the goal
For example, draft reminders for every client with an open document request, in the firm's usual tone.
IVOKER gathers context
It reads the relevant threads and files the firm has connected and identifies what each client still owes.
Drafts come back for review
Each draft references the open items. Staff edit, approve, or discard.
Context carries forward
Next week's follow-up builds on this week's, without re-explaining the situation.
Frequently asked questions
Does IVOKER use our clients' data for other clients?
No. Each firm has its own workspace, and client information is scoped to that firm.
Does IVOKER work with Zacello?
They are separate products. Zacello is the engagement workspace. IVOKER handles coordination work across mail, files, and desktop applications.
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See how it works →Talk through IVOKER for your business.
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