Ermos AI for client letters and query lists.
The correspondence layer of an accounting practice is endless: information requests, year-end letters, query lists, explanations of positions. Most of it is assembled from the client file by someone senior enough to know the file. On an Ermos unit, the file does the assembling and your people do the checking.
How it works on the unit
The client's file, prior correspondence and your letter templates are indexed on the unit.
Query lists generate from the gaps: what the pack needs that the client has not provided, phrased the way your practice asks.
Letters explaining a treatment draft from the actual position taken in the workpapers, in plain client language.
Drafts arrive in your house style for a manager to verify against the file and send from your existing systems.
What it changes in practice
Query lists that used to wait for a manager's spare hour go out the day the gap appears. Client questions get answered from the file instead of from memory. And the tone stays consistent across the practice, because ErmosIQ has learned it from your own letters.
Why on-premise matters here
Client correspondence is client information. Drafting it on the unit keeps the file, the letter and everything in between inside the practice, consistent with the obligations our accountants' guide covers.
Common questions
Will letters sound like our practice?
Does it send anything itself?
Can juniors use it safely?
See Dominion answering from your own documents.
A demonstration takes 30 minutes, uses no client data, and comes with no obligation.
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