Bitskout's Sonny9 is an AI-powered teammate designed to enhance the experience of CPAs, tax preparers, and auditors while collecting customer information and documents. Sonny9 helps minimize the back-and-forth communications that are often involved in this process, making it more efficient and convenient for all involved parties.

One of the key advantages of using Sonny9 is that it allows users to streamline their workflow and minimize repetitive tasks. Rather than double-checking each document and notifying clients of any mistakes or missing information, Sonny9 automatically validates documents, checks them against the user's checklist, and asks follow-up questions in real-time if necessary. This helps users save time and effort, reducing stress levels and allowing them to focus on more important aspects of their work.

In addition to its time-saving capabilities, Sonny9 also provides users with valuable insights and opportunities for high-level consulting services based on the data it collects. By analyzing customer information and identifying patterns and trends, Sonny9 can highlight potential opportunities for growth and development, helping users unlock new business prospects and take their practice to the next level.

Sonny9 is fully integrated with a range of other tools and services, including QuickBooks, and can automatically extract data from documents and provide it in a convenient CSV format. This makes it easy for users to analyze and interpret the data they collect, and to use it to inform their decision-making and strategy development.

By using Sonny9, CPAs, tax preparers, and auditors can streamline their data collection processes, save time and effort, and unlock new opportunities for growth and development. Whether you're looking to reduce stress levels or take your practice to the next level, Sonny9 can help you achieve your goals and enhance the experience of your clients.