Serve More Clients, Scale Your Practice
From prospect inquiries to tax deadline reminders, automate client communication and get visibility into your firm's performance.
Industry Challenges
Common Accounting Firms Pain Points
Tax Season Overwhelm
Call volume spikes 5x during tax season. Staff can't keep up with inquiries and existing client work.
Document Chase
Chasing clients for documents is a massive time sink that doesn't generate revenue.
Client Communication
Clients want updates on their returns/filings, but staff time is better spent on billable work.
Practice Profitability
Which services and clients are actually profitable? Which are you losing money on?
Our Solutions
Three Ways We Help Accounting Firms
AI Voice Agents
Handle Tax Season Volume
- Overflow call handling during busy season
- Appointment scheduling for consultations
- Document reminder calls to clients
- Filing status update calls
Generative AI
Client Deliverables Faster
- Tax summary letter generation
- Client portal communication
- Educational content for clients
- Engagement letter drafting
B/I Dashboards
Firm Performance Visibility
- Client profitability analysis
- Service line revenue tracking
- Staff utilization and efficiency
- Deadline and workflow management
Use Cases
Real Accounting Firms Scenarios
AI Voice Agents
- New client inquiry handling
- Tax appointment booking
- Document request follow-ups
- Extension and filing confirmations
Generative AI
- Year-end tax planning letters
- Monthly client newsletters
- Service proposal generation
- Onboarding document creation
B/I Dashboards
- Realization rate by client
- Tax vs advisory revenue mix
- Deadline tracking dashboard
- Client retention analysis
Integrations
Works With Your Accounting Firms Tools
Ready to Transform Your Accounting Firms Business?
Book a free strategy call to see how AI agents, generative AI, and dashboards can solve your specific accounting firms challenges.