Sonny9

Sonny9 Overview

Sonny9 is an innovative AI tool designed to assist CPAs, tax preparers, and auditors in efficiently collecting customer information and documents. This tool aims to minimize back-and-forth communications, repetitive tasks, and enhance customer experience. It automatically generates checklists, validates documents, and asks follow-up questions based on uploaded documents. Sonny9 also provides notifications about new insights and consulting opportunities from customer data, and prepares data for further analysis. It's a game-changer for businesses, helping to streamline processes, increase productivity, and elevate the practice to the next level with the help of AI.

Sonny9 Highlights

• Minimizes time spent on chasing information and repetitive tasks, enhancing efficiency and productivity.
• Automatically generates checklists, validates documents, and asks immediate follow-up questions, reducing back-and-forth communications.
• Provides new insights and consulting opportunities from customer data, unlocking new opportunities for businesses.