Can AI chase clients for missing documents?

Yes. Your AI tracks what each client owes and drafts reminders. Gmail keeps them as drafts. Outlook sends once you approve.

Can clients upload documents into TalentOS?

Not today. Clients can't join a Room, and links are view-only. Collect files as usual and let TalentOS do the chasing.

Does it work with QuickBooks?

Yes. It reads your books and reports, and invoices or payments ask first. Xero isn't available yet.

How much does TalentOS cost?

Start free with 3 Rooms, up to 5 people and 2,000 monthly AI credits. Team is $20 per member a month ($16 billed yearly) with unlimited Rooms. Your own agents are unlimited on every plan.

For accounting firms

Stop chasing clients for documents.

A Room for every client. Your AI tracks what's missing, drafts each reminder and waits for your yes.

Start for free Book a walkthrough

Works with

Gmail
Google Sheets
Google Calendar
Slack

#Year-end documentsProduct animation · Sample data

9:15 AM · You

@Claude what are we still missing from Hartley for year-end?

Claude · 9:16 AM

Checked the checklist against the files in this Room. 3 of 11 are still missing: the December bank statement, two 1099s and the Q4 payroll summary.

Worked for 18s · 4 steps

Hartley year-end checklistSpreadsheet · v1 · just nowReady

Message the room…

Hartley year-end checklist

Spreadsheet · by Claude

Hartley & Co · Year-end checklist

Spreadsheet · 11 documents

3 missing

Received

of 11

Missing

due Friday

Still missing

December bank statementMissing

1099-NEC, two contractorsMissing

Q4 payroll summaryMissing

Received

Prior-year returnIn Room

November bank statementIn Room

Your team knows the clients. Your AI can do the chasing.

One Room per client. One status everyone trusts.

Everything your firm needs to stop chasing.

A Room for every client

The engagement, files, notes and team in one place.

The checklist, always current

Your AI checks what's in and what's missing.

Reminders in your voice

Friendly drafts, not a mail merge. You review first.

Works with QuickBooks

Pull reports into the Room. Invoices and payments ask first.

Links clients can open

Share a checklist or report. No client login needed.

Notes from client calls

Record a call. Get the summary and next steps.

From missing list to a complete file.

Add the engagement and last year's files.
Your AI checks the list against the files.
Nothing goes to a client until you say so.
A routine posts who still owes what.

Keep the tools your firm already uses.

Your AI chases with your permission.

Gmail and Outlook for client email
QuickBooks for books and reports
Google Sheets for checklists
Slack for the weekly roundup

No new portal for clients. Just a faster chase.

Client data, handled with care.

Every Room is members only, and every send waits for a yes.

Only the people you add can read a client's Room
Sends, deletes and payments ask first by default
Personal chats and memory stay private

How we handle security

Questions, answered.

Start with the work around the accounting: chasing documents, client emails, call notes and status. TalentOS does it in a Room per client, and your team reviews.