Stop Chasing Documents.
Start Advising Clients.
Satori is an AI-powered agent that monitors your inbox, catalogs attachments, and automates client follow-up—saving your firm hundreds of non-billable hours during tax season.
From Inbox Chaos to Automated Clarity
Satori transforms your most frustrating workflow into your most efficient one.
Eliminate Manual Tracking
No more spreadsheets or sticky notes. Satori's intelligent dashboard gives you a real-time status of every client file, automatically.
Increase Firm Capacity
By automating the document chase, your CPAs can handle more clients with less stress, directly increasing your firm's profitability.
Focus on High-Value Work
Free your team from administrative burdens. Satori handles the follow-up so you can focus on client strategy and advisory services.
How CPA Lightspeed Works
A seamless omnichannel integration that works 24/7 to manage your client communications across Email, SMS, and WhatsApp—because 20% of clients (and growing) ignore portals and text files instead.
Omnichannel Monitoring
Meet clients where they are—on their phones
Traditional communication channel for business professionals
SMS
Direct text messaging for time-sensitive communications
Growing preference for 20%+ of clients who skip portals
Lightspeed monitors all three channels 24/7 for file attachments
World-Class Infrastructure
Enterprise-grade security you can trust
Twilio
Industry-leading SMS and WhatsApp communication platform
SendGrid
Trusted email delivery infrastructure used by Fortune 500 companies
Mail Transport Rules
Secure email routing with enterprise-level encryption
End-to-end encryption across all channels
Omnichannel Monitoring
Lightspeed monitors Email, SMS, and WhatsApp using secure Mail Transport Rules and Twilio/SendGrid integration. All messages are encrypted end-to-end and redirected to lightspeed.satori-ai-tech.com.
Intelligent File Extraction & Matching
AI agents automatically extract file attachments from any channel, match them to your required document checklist for each client, and reconcile what's missing—true digital labor.
Automated Client Follow-Up
When files are missing, Lightspeed automatically prepares personalized follow-up emails detailing exactly what each client still needs to submit—no manual tracking required.
Secure Delivery & Real-Time Dashboard
Files are delivered to your CPA server via Lightspeed Connect (reverse SSH tunnel) and backed up in a private Git vault. Monitor client status, missing files, and progress in real-time.
System Architecture
Email Agent
Monitors inboxes via Mail Transport Rules, downloads attachments, publishes jobs to Redis queue
CPA Portal
Dashboard UI, file matching worker, client management, email templates, CSV import
Lightspeed Connect
Secure reverse SSH tunnel delivers files to your CPA server with Git vault backup
An Intelligent Agent for the Modern Firm
Powerful features designed to integrate seamlessly with your existing workflow.
AI-Powered File Matching
Advanced fuzzy matching algorithms identify W-2s, 1099s, and other tax forms with confidence scoring. Low threshold (25%) ensures CPAs review all matches.
Automated Client Follow-Up
Detects missing documents and sends customized email reminders based on your firm's templates with variable interpolation.
Real-Time Dashboard
Filter by status (MISSING, RECEIVED, COMPLETE), year, or client name. See exactly what's needed at a glance with action-oriented UI.
CSV Bulk Import
Import entire client roster with auto-column detection, fuzzy filing type matching, and conflict resolution (create/update/replace/skip).
Document Version Control
All attachments versioned automatically (filename_v1, filename_v2) with timestamps. Never lose a client document again.
Email Thread Detection
Intelligent thread tracking using Message-ID headers. LLM-generated summaries help you understand client communication context.
Multi-Format Support
Extract text from PDF, DOCX, XLSX, CSV files for intelligent matching. Pattern recognition handles header, body, and footer content.
Hot-Reload Configuration
Add clients or email targets in the portal—changes push instantly to the email agent without restart via Redis config queue.
Slack Notifications
Get instant alerts when client files are complete and validated. Keep your team synchronized without constant dashboard checking.
Security Isn't an Add-on. It's Our Foundation.
In an industry built on trust, your data security is non-negotiable. Satori uses a Reverse SSH Tunnel to establish a secure private connection to your firm's shared drive—a higher standard of authentication than password-based VPNs.
Asymmetric Key Pairs: Military-Grade Security
Our reverse SSH tunnel is established using asymmetric key pairs (public/private keys), providing cryptographic authentication that eliminates the vulnerabilities of traditional password-based access. Your CPA network initiates the connection to Satori, ensuring your firewall remains secure while enabling powerful AI capabilities.
Dedicated VPS Hosting
Your firm's Satori instance runs on its own private virtual server. Your data is never co-mingled with other firms.
Complete Data Isolation
Unlike multi-tenant platforms, your database, files, and configurations are completely isolated, eliminating cross-contamination risks.
End-to-End Encryption
All data, both in transit and at rest, is protected with industry-standard encryption protocols. Your peace of mind is our priority.
Advanced Features Enabled by Secure Access
Prior Year Return Analysis
Agents read last year's returns to calculate required file lists for current year tax preparation.
Chat with Client Accounts
Ask natural language questions about client data and receive instant, accurate responses.
Custom On-the-Fly Reporting
Generate tailored reports instantly without manual data extraction or spreadsheet work.
Predictive Insights
AI-powered predictions help you anticipate client needs and identify planning opportunities.
Tax Preparation Assistance
Intelligent agents assist with complex tax scenarios, reducing preparation time and improving accuracy.
Secure SFTP & SSH Access
Direct file access and advanced shell capabilities for power users who need deep integration.
Simple, Transparent Pricing that Scales
Choose the plan that's right for your firm today, with the flexibility to grow.
Solo CPA
Perfect for individual CPAs and small practices
+ $7,500 one-time setup fee.
- 1 User Login
- Up to 50 Active Clients
- Standard Slack Integration
- Dedicated Private Server
Small Firm CPA
Designed for growing CPA firms
+ $8,900 one-time setup fee.
- Up to 5 User Logins
- Up to 250 Active Clients
- Full Admin Controls
- Dedicated Private Server
Business CPA
Enterprise solution for large firms
+ $12,000 one-time setup fee.
- Up to 15 User Logins
- Unlimited Clients
- Priority Support
- Dedicated Private Server
Onboarding includes full setup, training, and CSV import assistance.
Ready to transform your tax season?
Schedule a personalized 30-minute demo and see firsthand how Satori can eliminate document chaos and give your firm back its most valuable asset: time.
Schedule Your Free Demo Today