They didn't get their CPA to chase down missing W-2s and format spreadsheets. But that's where 60% of tax season goes. A 35-person accounting firm knew something had to change — they just didn't know AI could be the thing that finally made it possible.
Every tax season, the partners at this firm faced the same calculus: take on more clients, or protect the quality of the clients they had. They couldn't do both. Their senior CPAs were the bottleneck — not because they were slow, but because the work required them at every step.
"We knew the routine returns weren't the highest use of our time. We just didn't have a better option."
What they needed wasn't a cheaper way to do the same thing. They needed a way to make their best people available for the work only they could do — complex advisory conversations, strategic tax planning, the high-value relationships that actually justify premium fees.
With Synergi AI, the firm built a model where AI-assisted prep handles documentation, data extraction, and routine filings. Their CPAs review, sign off, and spend their remaining hours on the advisory work that deepens client relationships and grows the practice. Every client knows exactly what the AI does — and doesn't do. Transparency isn't a footnote. It's the pitch.
Routine returns handled by AI under CPA review. Complex advisory work gets the partner attention it always deserved.
A one-page disclosure ships with every AI-assisted return. Radical transparency — not a footnote in the terms of service.
Finance, Legal, Marketing, Sales, Ops, and Support all moved in parallel — from one strategic decision to daily execution in five weeks.
What surprised us most wasn't the time savings. It was that our clients actually trusted us more once they understood what the AI was — and wasn't — doing. The transparency became a feature, not a liability.
We'll help you figure out if this maps to your situation — before you commit to anything.
What follows is the complete implementation walkthrough — every agent, every department stream, every decision point. This is the same material your Synergi AI team works from.
Full agent-by-agent walkthrough of the Align 120 → Strategy 120 → Execute 120 pipeline for this use case. Use the contents below to jump to any section.
This use case walks through the complete Align 120 → Strategy 120 → Execute 120 pipeline for a small accounting firm evaluating and launching AI-assisted tax preparation as a new service line.
It demonstrates how the executive agent team (Jarvis, Alfred, Higgins) coordinates with all seven department teams to move from strategic decision to daily execution.
Higgins produces:
The real moat isn't "AI does your taxes" — it's "AI handles the routine returns so your senior CPAs spend 100% of their time on complex advisory work." The firm should position it as a quality upgrade, not a cost reduction.
Jarvis delegates:
Jarvis assembles a consolidated recommendation, flags tensions (Legal wants cautious rollout, Sales wants big launch), and presents options to the managing partners.
Alfred produces:
| Owner | Action | Deadline |
|---|---|---|
| Kendall | Final pricing | April 1 |
| Morgan-L | Updated engagement letter template | April 15 |
| Dakota | Client announcement email | May 1 |
| Operations | Software procurement and setup | May 15 |
| Training | Staff certification program | June 1 |
Alfred routes all action items to Marley for persistent tracking.
Execute 120 is the personalized command center where each department sees their slice of the work:
Executives also see a Strategic Overview card showing initiative progress from Strategy 120.
Strategy 120 produces initiatives. Execute 120 breaks them into department-level daily work.
| Week | Task | Agent | Execute 120 Surface |
|---|---|---|---|
| 1-2 | Model investment: software licensing, training hours, expected revenue lift | Cameron | Quick Action |
| 2-3 | Price the service: bundled vs. add-on, margin analysis at 3 price points | Kendall | Context Asset |
| 3 | Build budget variance tracking for the initiative | Noel | Workflow |
| Ongoing | Track actual spend vs. forecast monthly | Harley | My Agent |
Kendall's pricing output: Bundle at $150/return (simple), $350/return (complex). AI drops prep time 60%, margin jumps from 35% to 58%. Passes the 65% gross margin floor at scale (50+ returns/month).
| Week | Task | Agent | Execute 120 Surface |
|---|---|---|---|
| 1 | Review engagement letter implications — can AI touch client tax data? | Morgan-L | Quick Action |
| 2 | Draft updated engagement letter addendum | Morgan-L | Context Asset |
| 2 | Check E&O insurance coverage for AI-assisted work product | Morgan-L | Workflow |
| 3 | Review data handling — PII flow, retention policy | Riley | Quick Action |
A one-page client disclosure: "Your return is prepared with AI assistance and reviewed by a licensed CPA. Here's exactly what the AI does and doesn't do." — Radical Transparency in action.
| Week | Task | Agent | Execute 120 Surface |
|---|---|---|---|
| 2-3 | Position the service: "Your CPA, amplified" | Harper | Context Asset |
| 3-4 | Draft client announcement email | River → Avery-M | Workflow |
| 3-4 | Adapt messaging per persona (Victor, Emma, Taylor) | Avery-M | My Agent |
| 4 | Create FAQ page for the firm's website | River | Quick Action |
| 4-5 | Competitive positioning vs. firms NOT using AI | Blake | Context Asset |
| 5 | Final QA on all content before publish | Emery | Workflow |
Dakota's sequence: Voice calibration (Harper) → Content creation (River) → Persona adaptation (Avery-M) → QA gate (Emery). No content ships without passing Emery.
| Week | Task | Agent | Execute 120 Surface |
|---|---|---|---|
| 3 | Build pitch deck for new prospects | Drew | Workflow |
| 3-4 | Create objection handling guide | Reese-S | Context Asset |
| 4 | Identify 20 target prospects | Kieran | My Agent |
| 4-5 | Draft outreach sequences for 20 targets | Remy | Workflow |
| 5 | Prep for first pitch meetings | Jules | Quick Action |
| Ongoing | Track pipeline and conversion | Hayden | My Agent |
Tatum's methodology: Align (shared values on AI transparency?) → Prove (3-return pilot) → Partner (ongoing engagement). Logan qualifies with MEDDIC + Values.
| Week | Task | Agent | Execute 120 Surface |
|---|---|---|---|
| 1-2 | Evaluate AI tax prep vendors (3 options) | Sage-O | Workflow |
| 2-3 | Capacity plan: concurrent AI-assisted returns | Nico | My Agent |
| 3 | Draft SOP for AI-assisted tax prep workflow | Kai | Quick Action |
| 4 | Define SLAs: turnaround time AI vs. traditional | Devon | Context Asset |
| Ongoing | Track cost per return (AI vs. manual) | Rowan-O | My Agent |
| Week | Task | Agent | Execute 120 Surface |
|---|---|---|---|
| 4 | Build knowledge base FAQ for client-facing staff | Kris | Workflow |
| 4-5 | Create escalation playbook for uncomfortable clients | Toni | Context Asset |
| 5 | Define override policy: when staff can go fully manual | Dallas | Quick Action |
| Ongoing | Monitor client sentiment about the new service | Frankie | My Agent |
| Department | Status | Notes |
|---|---|---|
| Finance | Green | ROI model shows 67% margin at scale |
| Legal | Green | Addendum drafted, E&O confirmed |
| Marketing | Yellow | Slight delay — persona adaptation taking longer |
| Sales | Green | 20 targets identified, outreach ready |
| Operations | Green | SOP drafted, vendor selected |
| Support | Green | KB articles in progress |
Jarvis coordinates when streams conflict. Example: Sales wants to pitch before Marketing has finished the website FAQ. Jarvis flags this to Alfred, who logs the decision: "Sales can pitch with a 1-pager; full website content launches May 1."
A 35-person firm gets Fortune 500-quality strategic planning — coordinated across 6 departments, 20+ specialized agents, with full decision documentation and accountability tracking.
Every agent has a specific role and handoff — no duplication, no gaps. Jarvis ensures nothing falls between departments.
The Proof-of-Value guarantee removes adoption friction — the firm can pilot with 3 returns before committing. Reversibility was evaluated in the Decision Quality Check.
Values alignment is baked into every step — from Higgins' strategic assessment (human-centered positioning) to Morgan-L's client disclosure (radical transparency) to Tatum's qualification (values-based selling).
Execute 120 makes strategy tangible — instead of a strategic plan gathering dust, every person sees their department's tasks, agents, and workflows on their personalized dashboard.
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