Design Partnership
AI-enabled operations for tax firms

Your firm already has software and AI. It's not just about the software working together; it's about the software and the AI working together.

Keelwater connects practice management, communication, financial data and AI into repeatable workflows - so your team spends less time coordinating work and more time doing the work clients pay for.

Assess your workflowsSee active pilots →
Built around the systems firms already run
QuickBooksKarbonTaxDomeCanopySlackMicrosoft 365ClaudeChatGPT
The core problem

The biggest AI opportunity is often between the tools.

Most modern tax firms already have powerful software. The problem is that each system knows only part of the story. A return may say "in prep" while the preparer is actually waiting on a K-1 buried in email. A partner assigns work in Slack, but somebody still has to remember to create the task. An advisory team has Claude, QuickBooks and payroll data, but still rebuilds the client context every quarter.

Keelwater builds the connective layer so those systems behave like one operating system.

SlackOutlookQuickBooksKarbon / TaxDomeTax softwareClaudeChatGPT
→
Keelwater operating layerabove & between your systems
→
One workflowOne current stateAutomated handoffsHuman review
What we build

Workflows your team will recognize on sight.

Know where every return really is

Today"In prep" in the tracker. Actually waiting on a K-1 in an inbox.
KeelwaterBlockers detected across the workflow and surfaced automatically.
Operating view
Intake→Prep→Review→Sign
Blocker surfacedEmail · K-1 from client · unanswered 6 days

Turn "hey, do this" into tracked work

TodayWork assigned in Slack disappears into chat.
KeelwaterInstruction detected, confirmed, routed into the system.
Assignment to accountable work
Slack · partner"Hey - can someone chase the K-1 for Smith and get the draft to review by Friday?"
→
Task created
  • Client: Smith
  • Work: chase K-1, draft to review
  • Owner: assigned
  • Due: Friday

Assemble advisory context before the accountant opens the job

TodayClient context rebuilt by hand every quarter.
KeelwaterContext assembled automatically. Draft ready for human review.
Context assembled first
QuickBooksPayrollPrior returnClient history
→
Advisory packetStructured draft, ready for human review

Stop manually chasing the same client requests

TodayRequests chased by hand. Nobody sees when the client answers.
KeelwaterRequests logged, fulfillment detected, follow-ups timed. Blocked returns surface.

One client history instead of five communication silos

TodayContext scattered across meetings, email, phone, text and Slack.
KeelwaterOne permission-aware client history, surfaced when work begins.

Sales call to proposal to onboarding, without retyping

TodayDiscovery retyped into proposals, emails and onboarding notes.
KeelwaterExtract once, pass downstream automatically.
See it built and measured →

Connect the stack without replacing everything

TodayEvery new tool adds another coordination layer.
KeelwaterThin integrations above and between the systems you already have.

Put security and governance into the workflow

TodayAI experiments without consistent rules.
KeelwaterMapped data flows, least-privilege access, human review gates.
Security & Data FAQ →
How Keelwater works

Map. Connect. Automate. Measure. Expand.

01

Map

Shadow the real workflow and identify where people manually move information, chase status or rebuild context.

02

Connect

Use APIs, connectors, MCPs, automations and lightweight custom code to connect the systems that already exist.

03

Automate

Remove repetitive coordination while keeping judgment, review and client relationships with people.

04

Measure

Baseline capacity, turnaround, rework, errors, open requests or other workflow-specific metrics before and after.

05

Expand

Once a workflow works in production, extend the same operating principles across the firm.

Start here

Show us the workflows that slow you down.

We'll map the process, identify what should stay human, and show you where software and AI can remove the coordination around it.

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