# AI for accountants: client email sorted, routine replies drafted, nothing sent
> AI for accounting and tax firms: client email labeled by type and urgency, routine replies saved as drafts, never sent by the AI. $2,500 fixed, one inbox.
Canonical: https://app369.com/service/ai-for-accountants/
For owners of small accounting, tax and bookkeeping firms: an AI assistant reads incoming client email, labels each one by type and urgency, and saves a first draft of the routine replies in your inbox. A person on your team reads and sends every reply. The AI sends nothing.It is the AI Feature or Agent Build, a fixed $2,500 for one inbox: one draft-only workflow on one Gmail or Microsoft 365 mailbox, with the mailbox connection included, tested on up to 50 of your past emails, and one revision round. It is delivered 10 business days after the spec is agreed and your accounts and mailbox access are ready. AI usage is billed by your AI provider to your firm’s own account.
[Pay $2,500 for one inbox](https://buy.stripe.com/8x2fZi5BWaSv06q63Igw00i) [**Ask a question first**](https://app369.com/contact/?offer=offer11-ai-feature&ask=1)
Full refund if Simon can’t take it on once he sees your project, or if you cancel before work starts. [Refund terms](https://app369.com/terms-of-service/#refunds).
- Simon does the work himself
- [5.0 from 127 Fiverr reviews, checked Oct 30, 2026](https://app369.com/reviews/)
**What the fixed price covers**
$2,500fixed, for one inbox
- One mailbox on Gmail (Google Workspace) or Microsoft 365, with the connection set up
- Client email labeled by type and urgency
- Routine replies saved as drafts in the thread, for a person to read, edit and send
- IRS and state notices, tax advice questions and fee questions labeled for the person you name, with no draft
- A test on up to 50 of your past emails, with the results shown to you before you rely on it
- Set up under your firm’s own accounts, with a record of everything it did
- Handover notes and one revision round
10 business days after the spec is agreed and your accounts and mailbox access are ready.
**Not included:** sending email: the AI never sends; tax advice; a guaranteed accuracy score; a second mailbox or a second workflow, quoted in writing; monthly AI and cloud usage, billed by those providers to your firm; no monthly fee to App369.
What it does
## **An AI email assistant for accounting and tax firms: what it drafts and what it never answers**
- 01 ### **Every client email labeled** Each new email gets a label for its type, such as documents sent, an appointment, a billing question, a new inquiry or a notice, and one for urgency. The types and the urgency rules are agreed in the spec from your own examples, so the labels match how your team already works.
- 02 ### **Routine replies drafted in your words** For the replies your team writes over and over, such as confirming documents arrived, sending your document checklist or upload link, or answering office hours and appointment questions, a first draft is saved in the thread. It is written from answers you approve and the tone of your past replies. A person reads it, edits it if needed, and sends it.
- 03 ### **Flagged, never answered** IRS and state notices, anything that asks for tax advice, and questions about fees get a label for the person you name and no draft. It can misjudge an email, so these are the first cases in the test, and you see how they scored before launch.
- 04 ### **Nothing is sent by the AI** The code has no send step: it labels and saves drafts, and the log shows every action it took. Google’s Gmail API guide says “Email drafts represent unsent messages with the DRAFT system label applied.” On Microsoft 365, Microsoft’s docs say “By default, this operation saves the draft in the Drafts folder”, and that call needs the Mail.ReadWrite permission, so the build is not given permission to send mail. Google’s scopes page describes the Gmail permission for drafts as “Manage drafts and send emails”, so on Gmail the guard is the code and the log, not the permission.
- 05 ### **Tested on your own past emails** Before you rely on it, it runs on up to 50 of your past emails. You pick them, and client names, numbers and account details are removed inside your firm’s account before Simon sees them. You see the results: which labels were right, which drafts were usable, and which emails were flagged. No accuracy score is guaranteed. [**AI Feature or Agent Build**](https://app369.com/fixed-price/ai-feature-development/)
- 06 ### **Client data, said plainly** Email text goes from your mailbox to an AI provider account in your firm’s name, such as Claude or Gemini, under that provider’s data terms for your plan. Nothing runs on an App369 account. The IRS Section 7216 information center describes regulations and revenue rulings “addressing the use or disclosure of tax return information by tax return preparers”. Read it, check your plan’s data settings and your own professional rules before real client email goes in. This is not legal advice.
- 07 ### **One job first, more later** This is one workflow on one inbox. Filing attachments into your document system, a second mailbox, or connecting your practice software is a second piece, quoted in writing before you pay. [**AI automation services**](https://app369.com/service/ai-automation-services/) [**AI consulting for small business**](https://app369.com/service/ai-consulting/)
- 08 ### **Built from Miami, for firms across the US** Simon works from Miami and builds for firms anywhere in the US, by email and shared documents. [**App369 in Miami**](https://app369.com/locations/miami-florida/)
Who builds it
## **Simon does the work himself**
App369 is Simon Dziak’s software studio. He built and runs Workspace369, a client-work platform for freelancers and small agencies, live on the App Store. It is App369’s own product, not client work. This inbox assistant is a new offer, so there are no client results for it yet.
- **✓**### **Email inside Workspace369** Workspace369 puts a business’s email inbox in the same workspace as its clients, proposals and invoices.
- **✓**### **AI features and an MCP server** Simon builds Workspace369’s AI features and MCP server, and has published open-source reference code for agent reliability testing.
- Gmail API
- Microsoft Graph
- Claude API
- Gemini API
- Node.js
- TypeScript
FAQ
## **Questions before you start**
**How much does an AI email assistant for an accounting firm cost? **
$2,500 fixed, as the AI Feature or Agent Build, for one draft-only workflow on one Gmail or Microsoft 365 mailbox. That covers connecting the mailbox, the labels, the drafts, the flags, a test on up to 50 of your past emails, handover notes and one revision round, delivered 10 business days after the spec is agreed and your accounts and mailbox access are ready. If your firm has no cloud account or code repository yet, Simon walks you through creating them in your firm’s name, and you hold the logins and the billing. That walkthrough is part of the price. AI and cloud usage are billed by the provider to your firm. A second mailbox or workflow is quoted in writing before you pay.
**What does it cost me per month to run? **
There is no monthly fee to App369. Your AI provider bills your firm for the text it processes, and your cloud account bills for the small service that runs it. The test run logs the cost of each email, so you see the cost per email on your own examples and can multiply it by your own monthly volume before you rely on it. The spec names the provider and plan.
**Is it safe to put client data in it? **
It runs in accounts in your firm’s name, and email text goes only to the AI provider account you choose, under that provider’s data terms for your plan. Simon builds and tests on made-up emails, and client names, numbers and account details are removed from the past emails for the test inside your firm’s account before Simon sees them. Simon works with the access you grant, and you can remove it after handover. Before real client email goes in, check your plan’s data settings, the IRS Section 7216 information center and your own professional rules. This is not legal advice.
**What if it gets something wrong? **
It will sometimes, and the build is designed for that. The AI sends nothing, so every draft is read by a person first. Notices, tax advice questions and fee questions get no draft at all. You see the test results on your own past emails before launch, and if the test shows labels or drafts that don’t work, the one revision round is where they get fixed. No accuracy score is guaranteed, and the refund covers the time before work starts, not the test score.
**Does it give tax advice? **
No. An email that asks for tax advice is labeled for the person you name, with no draft. The drafts cover routine replies only, written from answers your firm approves.
**How do I know I am not being ripped off? **
The price is fixed and published here, and the spec you approve says exactly what is built before any work starts. Full refund if Simon can’t take it on once he sees your project, or if you cancel before work starts. Everything is built in accounts your firm owns, and you see the test results before you rely on it. This is a new offer with no client results yet, and the page says so.
**What happens after you hand it over? **
It works inside the inbox your team already uses, so there is nothing new to log in to: the labels and drafts appear in the thread. You get handover notes and the log of every action. There is no monthly plan from Simon for this build today. A later change, or a fix after Google or Microsoft change how their email works, is quoted in writing as a fixed piece, and you can switch it off at any time by removing its access to the mailbox.
**Which email does it work with? **
One mailbox on Gmail through Google Workspace, or on Microsoft 365, such as a shared client inbox or one person’s inbox. Someone with admin rights on your Google Workspace or Microsoft 365 account approves the connection. Another email provider: ask first, and the answer comes in writing.
**Do I need a call first? **
No. Send the task with the Ask a question first form: what comes in, who handles it and where it goes. You get a written quote back by email with the scope, the price and the timeline, or a plain no if it isn’t a fit. You can also pay online with the button on this page. If you want to talk it through, consultations are paid: $100 per 15 minutes, paid upfront.
### **Sources**
- [IRS: Section 7216 information center](https://www.irs.gov/tax-professionals/section-7216-information-center)
- [Google for Developers: Gmail API, create and send draft emails](https://developers.google.com/workspace/gmail/api/guides/drafts)
- [Google for Developers: Gmail API scopes](https://developers.google.com/workspace/gmail/api/auth/scopes)
- [Microsoft Learn: Graph API, create message](https://learn.microsoft.com/en-us/graph/api/user-post-messages?view=graph-rest-1.0)
Not a fixed-price job?
## **Describe it and get a written quote**
Send what you need built or fixed. You get a written scope, a fixed price and a timeline; Simon replies by email, usually within one business day.
[**Describe your project **→](https://app369.com/contact/) [**Instant quote**](https://app369.com/instant-quote/)
Prefer a call? Consultations are $100 per 15 minutes, paid upfront.