Sonny9

It is an AI teammate called Sonny9 that helps CPAs collect client information. It discusses how Sonny9 can minimize back-and-forth communication and data entry. Sonny9 integrates with popular accounting software and can automatically generate checklists and data analysis reports. Clients can upload documents through a secure link generated by Sonny9. Sonny9 is SOC 2 compliant and uses Amazon Web Services for data security.

Let me know if you would like to learn more about Sonny9 or explore other AI tools for CPAs.