Communicate
Scribe Agent
It is a custom content generator and a tone refiner: it drafts what your firm writes, in your templates and your tone.
What it does
- Drafts engagement letters, notes, messages and IRS correspondence.
- Works in your templates and your tone.
- Refines tone and substance to suit the audience.
What it works from
- Your firm's templates.
- The client record.
- The tone and style you choose.
Who decides
The practitioner reviews, edits and sends. Every Agent drafts and assists; a qualified member of your firm reviews and decides.
Questions about the Scribe Agent
- What can the Scribe Agent write?
- Engagement letters, notes, messages and IRS correspondence, drafted from your templates and refined to your tone.
- Does it replace our templates?
- No. It works from them. Your templates and tone stay yours.
Also in communicate
See it on your own returns
Book a 30-minute walkthrough, or start the trial and try it against a real engagement.
60-day free trial · full platform access · no credit card · no multi-year lock-in