Mycel
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For accounting firms

Client prep, done your way.

Mycel is an AI team for accounting firms. It chases the documents, prepares each client's pack the way your firm does it, and keeps it waiting for your yes.

First client-work deliverable free, no card. Plans from $19.99/month.

  • QuickBooks
  • Xero
  • Gusto
  • Gmail
  • Google Drive
  • Dropbox
  • Calendly
  • Zoom
  • Stripe
  • Box

Tax season starts with a pile of missing documents.
Mycel carries the chasing and the prep with you.

Another organizer to follow up. Another contractor list to build. Another advisory meeting to prepare. The firm grows only as fast as the prep does.

Model the time in your monthly client work.

120 hours

potentially freed each month, 15 of your 22 working days: if review takes a quarter of the writing time.

Start with one job

What your clients already get from you.
Prepared the way you prepare it.

  1. Document requests

    until complete

    One clear list per client, a date, and reminders until every document is in.

  2. Year-end pack

    yearly

    Balances, adjustments to review, and the open questions, ready for your preparer.

  3. 1099 contractor list

    January

    Who was paid what, who needs a form, and which W-9s are still missing.

  4. Advisory meeting brief

    quarterly

    Numbers against last quarter, three things to discuss, and the questions to ask.

  5. Engagement letter from your template

    per client

    Scope, fee and dates filled in from the proposal, for you to send.

  6. Fee reminders

    weekly

    The right reminder for how late the invoice is, in your firm's voice.

Year-end-pack-2026.pdf

Okafor Logistics · year-end pack

Prepared Jan 6 · for your review

Contractors paid over $600
14
W-9s missing
2
Adjustments to review
5
Open questions for the client
3

Two W-9 requests sent Jan 4; reminder scheduled for Jan 9.

Waiting for your approval

Approve and send

Start with work you already owe a client.
Mycel does it the way you do.

Describe one job, add the client's files and a past example if available, then set your delivery rules. Keep the methods for next period.

  1. 01

    Name the client work.

    What you owe the client, and when it is due.

  2. 02

    Add the client's files.

    Include a past example you've accepted, if available.

  3. 03

    Open the checked work.

    Review, edit, and resolve requests for missing information.

  4. 04

    Deliver under your rules. Repeat.

    Set delivery rules and methods to reuse next period.

Explore the sample firm

Your firm’s favorite hire

Delivered under your firm's name

Clients see requests and packs in a portal with your name on it, not ours.

Gets your fee paid

Accepted work invoices itself with a pay link, and late ones get a reminder in your voice.

Chases the documents

One list per client, with dates, until everything is in.

Learns your firm's way once

Correct a pack one time and the rule holds for that client from then on.

Answers like your team

Ask who is still missing documents or which returns are blocked, and get it straight.

Connect once, deliver every month
with the tools you already use

  • Gmail

    Chase what's missing

  • QuickBooks

    Close the books

  • Stripe

    Bill accepted work

  • HubSpot

    Report from the CRM

  • Google Drive

    Read the client's files

  • Slack

    Answer when you @Mycel

  • Google Calendar

    Book the review call

  • Xero

    Reconcile the month

Sign in once. Mycel reads only what the job needs, and nothing is sent or changed until you say so. We never hold your passwords.

From $19.99/month. Choose your capacity.

Solo

$19.99/month

7 days free, then $19.99/mo

2 clients

Start with one job
Clients included
2
Each extra client
Businesses
1
Seats
1
Jobs a month
90
AI capacity
1×
Deep models for hard work
Client portal under your name
Isolated client logins
Support
Email

Studio

$129/month

7 days free, then $129/mo

10 clients included, then $15/mo each

Start with one job
Clients included
10
Each extra client
$15/mo
Businesses
2
Seats
3
Jobs a month
600
AI capacity
6×
Deep models for hard work
Client portal under your name
Isolated client logins
Support
Email

Firm

Recommended

$219.99/month

7 days free, then $219.99/mo

20 clients included, then $12/mo each

Start with one job
Clients included
20
Each extra client
$12/mo
Businesses
3
Seats
5
Jobs a month
1,200
AI capacity
10×
Deep models for hard work
Client portal under your name
Isolated client logins
Support
Priority

Agency

$699/month

7 days free, then $699/mo

60 clients included, then $9/mo each

Start with one job
Clients included
60
Each extra client
$9/mo
Businesses
10
Seats
15
Jobs a month
5,000
AI capacity
33×
Deep models for hard work
Client portal under your name
Isolated client logins
Support
Named contact

Done with you

$2,500one time

We set up your services in your format, bring your clients and files in, and run the first month with you until the work goes out without us. Includes your first month of Firm.

Book a call

First deliverable free, no cardPlan trial: 7 days free, card requiredAI included, work pauses at your plan's limitCancel any time

Trial, billing, and work limits

No card for your first deliverable. Plans start with seven days free: we take a card then and charge nothing until day eight.

A job is one piece of work done.

AI usage is included in your plan; AI capacity is shown against Solo's. Work pauses at the plan's limit; there are no AI overage charges.

Answers for accounting firms.

Rather talk it through first?

Bring one kind of client work. We will walk through what it needs and whether Mycel fits your firm.

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