Most questions come down to three things: who does the work, who approves it, and what happens when something goes wrong. The answers above and below try to be plain about each. If your question is specific to your firm or your systems, the discovery call is where we go through it properly.
Bring a list. Firms that arrive with their awkward cases, such as unusual clients, legacy software or strict internal rules, get the most useful blueprint. We try to answer in plain language, without jargon. If any answer here seems to dodge your actual worry, tell us. A good question about data, approvals or error handling often changes how we design a workflow, and we would rather hear it before the build than after.
These help us scope the work accurately and help you judge whether we are a fit. Writing your questions down beforehand means nothing is forgotten in the moment, and the answers go straight into the blueprint we draft together. Bring the awkward ones too.
The agents prepare work for your qualified team. They do not give regulated financial or tax advice, and a person approves any money movement and anything sent to a tax authority. If a task needs professional judgement, it stays with your people. If you are unsure whether something falls on the agent's side or yours, ask on the call and we will mark it in the blueprint.
No. The agents prepare work for your qualified team. They don’t give regulated financial or tax advice to clients.