Monarch
Monarch Legacy · Practice AutomationBooking · Open
§ 01 — Practice AutomationMay 2026

Practice Automation Suite.

Automate the admin work that eats your margins. Onboarding, document chasing, monthly close coordination, and deadline monitoring — built on the onboarding agent, then extended across the practice.

§ 01 — Capabilities

What it does.

Tier 2 includes the full Tier 1 onboarding scope, plus the close-coordination, deadline-monitoring, and utilization layer on top.

  • 01Automated document collectionFrom Tier 1
  • 02Smart follow-up sequencesFrom Tier 1
  • 03Client portal for uploadsFrom Tier 1
  • 04Engagement letter automationFrom Tier 1
  • 05Integration with your practice management toolFrom Tier 1
  • 06Monthly close coordination agentNew in Tier 2
  • 07Automated client remindersNew in Tier 2
  • 08Internal task assignment and trackingNew in Tier 2
  • 09Deadline monitoring and alertsNew in Tier 2
  • 10Staff utilization dashboardsNew in Tier 2
§ 02 — Integrations

Integrations.

We plug into the tools you already run. No platform switches.

Practice management
Karbon, Canopy, TaxDome, Jetpack Workflow
Document collection
TaxDome, Liscio, ShareFile, Box
Accounting software
QuickBooks Online, Xero, Sage Intacct
Email
Your firm's domain via SendGrid or Postmark, or your existing Outlook / Google Workspace
Calendar
Google Calendar, Outlook
eSignature
DocuSign, HelloSign (engagement letters)
§ 03 — Out of scope

Out of scope (so you know up front).

Tier 2 automates coordination across your practice. The professional work — preparation, advisory, audit response — and anything that genuinely requires a senior reviewer’s judgment stays with your team.

  • ×Tax preparation work — we automate intake and coordination; your team prepares the return.
  • ×Tax advisory or planning conversations with clients.
  • ×Audit response or representation.
  • ×Replacement for senior reviewer judgment on engagement scoping or close sign-off.
  • ×Cross-firm benchmarking or external data services.
  • ×Complex multi-entity workflows (those live in Tier 3).
  • ×Client-facing tax advisory chat.
  • ×Payment collection or processing — we send invoices via your tool, we don't process payments.
§ 04 — Setup

Setup process.

Six to eight weeks from kickoff to live, then a tuning loop until close cycle times drop and deadlines stop slipping.

  1. Week 011 / 4

    Discovery.

    We map onboarding plus your monthly close — what gets chased, who owns which clients, where deadlines slip, what your team does manually that they wish they didn't.

  2. Week 02–052 / 4

    Build.

    Onboarding agent (carried over from Tier 1), close-coordination agent, internal task assignment logic, deadline monitoring, staff utilization dashboards, and integration with your practice-management stack.

  3. Week 063 / 4

    Soft launch.

    Live on a subset of clients first. Daily review of every agent action with you for the first week so we can correct course before scaling to the full book.

  4. Week 07+4 / 4

    Tuning loop.

    Weekly review of close-cycle time, deadline-miss rate, staff utilization, and chase-email volume against your ROI target. We tune until the numbers hit, then keep tuning.

§ 05 — Operating model

What you own. What we operate.

A live AI agent isn’t a code drop. Here’s the line between what’s yours and what we run on your behalf.

You own
  • 01Your firm's email domain — we send from your domain, never ours.
  • 02Your client portal accounts (TaxDome, Liscio, whichever you run).
  • 03Your practice-management account, registered in your firm's name with Monarch as admin.
  • 04All client documents, communication archives, and onboarding records.
  • 05Your agent configurations as exportable specs.
We operate
  • 01Every agent in the suite — prompts, integrations, workflow logic, tuning.
  • 02Monitoring, incident response, and uptime.
  • 03Vendor relationships for ancillary services (LLM, email infra) and billing reconciliation.
  • 04Weekly performance reviews against your ROI target.

Termination30-day handoff window. We export every agent configuration, transfer any service accounts (e.g. SendGrid sub-account), and document the workflow so a successor can pick it up. No claw-backs, no hostage situations.

§ 06 — Cost

Cost example.

Monarch retainer is fixed. Platform pass-through (email infra, LLM tokens, storage, workflow hosting) is itemized at cost on every invoice. Figures below are illustrative for a small to mid-sized firm running onboarding and monthly close across the book — not guaranteed.

Setup (one-time)

$8,500

Monarch retainer

$1,500/mo

Pass-through

At cost

Example monthly invoiceIllustrative · small to mid-sized firm
Email infrastructure — SendGrid / Postmark
$15
LLM — Claude Sonnet (doc parsing, drafts, close coordination)
$90
Storage / file handling
$25
Workflow hosting (Vercel / Lambda)
$30
Monarch retainer — Practice Automation Suite
$1,500
Total monthly (est.)
$1,660

Ready to free your team from admin work?

Book a call. We’ll map your firm’s bottlenecks and tell you honestly which tier — or whether a custom build — fits.

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