HANDLED FOR CPAS
You didn’t spend 15 busy seasonsto chase a missing 1099 from a client at midnight.
Handled takes the work. You keep the judgment.
Workpaper prep, source-document cleanup, tax research memos — a done-for-you service. You apply the judgment and sign the return. We do the stacking, sorting, tick-marking, and drafting. That’s the 10% that matters. We handle the other 90%.
3 minutes. No credit card. First request free. From $1,500/mo.
I know what I want — start my free request →Handled is a done-for-you service for CPAs. Send workpaper prep, document cleanup, or tax research questions in plain language; a human-reviewed team returns structured workpapers, cited research memos, and client-ready reporting packets, responding within 5 business days per round and iterating until you sign off. First request is free. Subscriptions from $1,500/month, cancel anytime. No meetings, no scope documents, no prompting required.
Built by professionals, for professionals.AI delivery experts — serving you in your field.TheAIMasters, LLC.
Three steps. That's it.
Tell us what you need
You describe the problem in plain language. Our intake process asks the right questions — no back-and-forth, no discovery calls.
We get to work
We combine professional judgment with advanced AI to send your work back fast — and keep refining until you're happy.
Review and refine
Not quite right? We revise. No extra charge, no ticket counting. We're done when you're happy.
The reality of accounting practice
#1 issue
Finding qualified staff — ranked the #1 issue for every category of firm except sole practitioners in the 2024 CPA Firm Top Issues Survey
AICPA PCPS 2024 CPA Firm Top Issues Survey6.6%
Drop in accounting bachelor’s and master’s graduates in the 2023–24 academic year — the pipeline is thinning at the worst time
AICPA 2025 Trends Report5%
Projected growth in accountant and auditor jobs through 2034 — with roughly 124,200 openings each year against a thinning pipeline
BLS Occupational Outlook Handbook, May 2024~28,000
New CPA Exam candidates in 2024 — first year of CPA Evolution, well below historical norms
AICPA 2025 Trends ReportNot another satisfying tool. Not another agency.
Handled is a new model: Results as a Service. You don’t need another tool to learn. You don’t need another person to manage. You need the finished result — delivered and ready to use.
| Model | What you pay for | Your effort | Typical cost |
|---|---|---|---|
| Doing it yourself | Your time | All of it | Your hourly rate × hours |
| SaaS toolsChatGPT, Claude, Copilot | Software access | You do all the work | $20–200/mo |
| Consultants | Time & expertise | Meetings, briefs, revisions | $200–500/hr |
| FreelancersUpwork, Fiverr | Scoped projects | Negotiation, management | $50–150/hr |
| In-house hire | Salary + benefits | Recruiting, training, managing | $5K–15K/mo |
| Handled | The finished result | Describe it. Review it. Done. | $1,500–5,000/mo |
Doing it yourself
SaaS toolsChatGPT, Claude, Copilot
Consultants
FreelancersUpwork, Fiverr
In-house hire
Handled
What we handle for you
Summaries & Briefs
An 80-page document, back as a 2-page brief. The risks, the deadlines, the buried action items — surfaced and put on top so you don’t have to read the whole thing.
Drafts & Documents
Polished writing in your voice — one careful document, or fifty personalized emails by tomorrow morning. You describe; we draft; we refine until it sounds like you wrote it.
Tools & Systems
A renewal calendar that pings you before deadlines slip. A Monday briefing that writes itself from your data. A client tracker that flags who’s gone quiet. Built for the way you actually work.
Research & Analysis
“What should I do about X?” You ask. We come back with the options, the trade-offs, and the data you need to decide — sources cited. Days, not weeks.
Data & Insights
500 messy rows in. Categorized, flagged, and summarized out. The boring sorting and pattern-finding — done. You get the answer, not the spreadsheet.
Built for the CPA's desk
Workpaper prep, source-document cleanup, transaction recoding, IRS-notice replies, tax research memos, recurring CAS reporting — the work that fills the hours between the work that requires your signature.
“Clients send transactions in messy spreadsheets with no categories. Sorting 500 line items takes half a day.”
Categorized spreadsheet with flagged anomalies and missing info
Saves 4-6 hours
“Every audit ends with a management letter. You’ve written hundreds, but each one still takes 3-4 hours to personalize.”
Personalized letter based on audit findings, in firm’s format
Saves 3-4 hours
“Clients call with complex tax questions. The research takes hours, and they want a clear answer with citations.”
Memo with analysis, IRS citations, comparable situations, options
Saves 3-5 hours
“New regulations come out every quarter. Translating them into client-friendly language is tedious but necessary.”
Plain-language summary with impact analysis by client type
Saves 2-3 hours
“Every new client means a different set of documents to track. The onboarding process is different every time.”
Intake form + document checklist + progress tracking
Saves Hours per new client
How Handled compares
| Competitor | Starting price | Best for | How Handled differs |
|---|---|---|---|
| Karbon | $59/user/mo (Team, annual) | Firms wanting practice management with email, tasks, and client workflow in one place | A practice-management platform your team operates. Handled doesn’t manage your practice — we do the downstream work inside whatever system you use. |
| TaxDome | $800/user/yr (Essentials, 1-year) | Solo and small firms wanting client portal, e-sign, CRM, and billing in one subscription | A client-portal and workflow suite. Handled produces the deliverables that flow through portals like TaxDome — the actual workpapers, memos, and cleanup. |
| Canopy | $150/mo base + $45/user/mo (Starter, annual) | Firms wanting modular practice management plus tax-resolution tools | A modular platform the firm configures and runs. Handled is the human layer that fills it — workpaper prep, document wrangling, research — on a flat monthly fee. |
| ChatGPT Plus | $20/mo | Generic AI for drafting, summarizing, and brainstorming | A chat window you prompt. Handled returns finished, human-reviewed deliverables with IRC citations and tick-marked workpapers, not a first-draft conversation. |
| Handled | From $1,500/mo | Done-for-you service | We deliver, you approve |
What our clients say
Stories from real professionals
In March I sent them a client’s 47-PDF email and a Lacerte export. Twenty-four hours later I had renamed workpapers, a missing-items list, and a draft income summary cross-referenced to page numbers. I’ve hired seasonal help that couldn’t do that in a week.
Daniel M.
Partner, 9-person tax and CAS firm
Built by professionals, for professionals
AI delivery experts — serving you in your field.
We're a father-and-son team. Between us: decades in technology and business, an MBA, and thousands of hours delivering with AI. We keep the team small on purpose — every request gets our direct attention. We built Handled because we realized that what AI needs isn't a better chatbot — it needs someone to do the work for you and hand you the result. That's what we do.
Gabriel Rymberg
Co-Founder
AI solutions architect. MBA. Decades in technology and business across startups, enterprise, defense, and nonprofit. Knows what organizations actually need and builds AI-powered services that deliver it.
Guy Rymberg
Co-Founder
AI systems engineer. Chief Engineer, Israeli Navy. Builds the AI delivery infrastructure that makes Handled fast and reliable.
What Handled is not
Not a chatbot you have to learn.
No prompting, no training, no “try a better prompt.”
Not a scope document.
No project briefs, no Gantt charts, no status calls.
Not a Zoom meeting.
If we need a call to start, we failed. (Exception: Premium tier includes 2 live hours/month if you want them.)
Not a replacement for your audit opinion or tax signature.
The final return, report, and opinion are yours. We don’t sign off. You do.
Not AI slop.
Everything that leaves our shop is reviewed by a human before you see it.
Your first request is free.
No credit card. No commitment. First iteration back in 5 business days — keep iterating with us until you sign off. The only way to understand what “handled” means is to have something handled.
Simple pricing. Cancel anytime.
All plans do the same work. Plans differ in how fast you get it back.
What we handle — on every tier
- Summaries & briefsengagement letters, audit reports, IRS notices, trust documents, regulatory updates
- Drafts & documentsclient correspondence, engagement responses, IRS notice replies, management letters, advisory memos
- Research & analysisIRC code sections, multi-state sourcing, §199A, basis reconstruction, residency rules
- Tools & systemsworkpaper trackers, partner-review queues, IRS-notice logs, compliance calendars, intake portals
- Data & insightsQBO transaction recoding, 1099/K-1 extraction, depreciation pulls, monthly CAS reporting packets
How every plan works
- Unlimited requests, one at a time
- Refining is free until you're happy — no extra charge
- 7-day money-back on your first paid month
- Cancel anytime
Big project? We break it into pieces. We send back one piece on your plan's pace — every 5 days on Standard, 3 on Professional, 2 on Premium. After each piece, you tell us 'done' or 'change this.' We keep going until the whole project is done.
Standard
Your work back in 5 business days — actual work, not just a reply.
If we need anything to keep going, we'll reach out sooner.
First request free. 7 days to try, no credit card.
Add live hours: $500/hr
Professional
Your work back in 3 business days — actual work, not just a reply.
If we need anything to keep going, we'll reach out sooner.
First request free. 7 days to try, no credit card.
Add live hours: $500/hr
Premium
Your work back in 2 business days — actual work, not just a reply.
If we need anything to keep going, we'll reach out sooner.
- + 2 hours of live Zoom each month for strategy, training, or Q&A.
First request free. 7 days to try, no credit card.
Add live hours: $500/hr
| Plan attribute | Standard | Professional | Premium |
|---|---|---|---|
| Monthly price | $1,500/month | $2,750/month | $5,000/month |
| Quarterly price (10% off) | $1,350/month | $2,475/month | $4,500/month |
| Annual price (17% off) | $1,250/month | $2,292/month | $4,167/month |
| Billing period | Monthly, quarterly, or annual. Cancel anytime. | ||
| What we handle | Summaries & briefs — engagement letters, audit reports, IRS notices, trust documents, regulatory updates; Drafts & documents — client correspondence, engagement responses, IRS notice replies, management letters, advisory memos; Research & analysis — IRC code sections, multi-state sourcing, §199A, basis reconstruction, residency rules; Tools & systems — workpaper trackers, partner-review queues, IRS-notice logs, compliance calendars, intake portals; Data & insights — QBO transaction recoding, 1099/K-1 extraction, depreciation pulls, monthly CAS reporting packets | Summaries & briefs — engagement letters, audit reports, IRS notices, trust documents, regulatory updates; Drafts & documents — client correspondence, engagement responses, IRS notice replies, management letters, advisory memos; Research & analysis — IRC code sections, multi-state sourcing, §199A, basis reconstruction, residency rules; Tools & systems — workpaper trackers, partner-review queues, IRS-notice logs, compliance calendars, intake portals; Data & insights — QBO transaction recoding, 1099/K-1 extraction, depreciation pulls, monthly CAS reporting packets | Summaries & briefs — engagement letters, audit reports, IRS notices, trust documents, regulatory updates; Drafts & documents — client correspondence, engagement responses, IRS notice replies, management letters, advisory memos; Research & analysis — IRC code sections, multi-state sourcing, §199A, basis reconstruction, residency rules; Tools & systems — workpaper trackers, partner-review queues, IRS-notice logs, compliance calendars, intake portals; Data & insights — QBO transaction recoding, 1099/K-1 extraction, depreciation pulls, monthly CAS reporting packets |
| Turnaround time | Your work back in 5 business days (actual work, not just a reply). | Your work back in 3 business days (actual work, not just a reply). | Your work back in 2 business days (actual work, not just a reply). |
| Premium bonus | — | — | + 2 hours of live Zoom each month for strategy, training, or Q&A. |
| How every plan works | Unlimited requests, one at a time; Refining is free until you're happy — no extra charge; 7-day money-back on your first paid month; Cancel anytime. | ||
| Big projects | Big project? We break it into pieces. We send back one piece on your plan's pace — every 5 days on Standard, 3 on Professional, 2 on Premium. After each piece, you tell us 'done' or 'change this.' We keep going until the whole project is done. | ||
| Live hours add-on | $500/hr | $500/hr | 2 live hours/month included |
| Money-back guarantee | 7-day money back on your first paid month. | ||
Frequently asked questions
Written by Gabriel Rymberg, Co-Founder, Handled · Last updated
Ready to get things handled?
First request free. 7 days to try, no credit card.
7-day money-back guarantee on your first paid month.
3 minutes. No credit card. First request free. From $1,500/mo.
I know what I want — start my free request →No meetings
Ever
Live hours
Available
Refining is free
Until you're happy
Cancel anytime
No penalties
Questions? contact@handled.team