Combinely - AI coworker for tax teams

Hey everyone, we’re Tom & Arthur - co-founders of Combinely.

TL;DR

Tax workflows are fragmented: every client is different, every return has exceptions, and firms rely on systems that don’t talk to each other. With under 25% automated, teams lose hours switching across systems - hitting capacity fast.

Combinely’s AI coworker fixes this by adapting to a firm’s existing tools & processes - just like a real employee. From managing an overflowing inbox to reviewing returns - it saves accountants 90 minutes every day.

📺 Watch the 60-second demo: https://www.youtube.com/watch?v=asMsSc70_pE

📬 Know a tax team ready for AI? → tom@combinely.ai / book a call

---

Problem

1. Manual tax workflows: Tax teams spend hours daily on manual work because client-specific tasks remain hard to automate.
2. Seasonal overload: Tax season compresses a year of work into 12 weeks. Staff burn out, clients wait, and half of firms turn away work for lack of capacity.

---

Solution

AI coworker that learns from past client work to proactively deliver end-to-end tax workflows.

What it does

1. Learns from past work to build a live profile for each client - needs, history, quirks.
2. Proactively helps across client engagement from collecting documents, answering clients queries to reviewing returns.
3. Works like a junior teammate - same systems access, and talk to it by email or call.

The impact

• Saves 90 min per tax accountant per day during busy season.
• Increases client capacity without growing headcount.
• Reduces stress, errors, and burnout.

If this resonates → tom@combinely.ai / book a call. Thank you!