For accounting & tax · Minnesota-based, US-wide
Get through tax season without drowning in calls.
Your AI agent answers new and existing clients 24/7, books consultations, collects documents and answers “where's my return?” for you.
- ✓Answers new client inquiries instantly, nights and weekends
- ✓Collects and chases missing tax documents automatically
- ✓Books consultations straight onto your calendar
Get your free firm automation plan
Book a free 30-minute call. We'll map one workflow an agent can take over, and the plan is yours to keep.
- ✓A diagram of one workflow an AI agent can take over
- ✓Estimated hours and leads recovered each month
- ✓Which of your tools it connects to
- ✓A timeline and a fixed-price quote
Free, no obligation. US-based team in Minnesota.
CONNECTS TO THE TOOLS YOU ALREADY USE
- HubSpot
- Zendesk
- Shopify
- QuickBooks
- Google Calendar
- Gmail
- Calendly
- Airtable
- Intercom
- Notion
- Stripe
- Zapier
- Make
- n8n
SEE IT IN ACTION
A typical firm request, handled start to finish.
BEHIND THE SCENES
- 1Ran your new-client intake questions
- 2Created the client in your practice software
- 3Booked the consultation
- 4Sent the document checklist
New client booked and document checklist sent before morning.
THE WORKFLOW
Every step your agent takes, in your tools.
Client inquiry → booked consultation
Running live01 · TRIGGERS
- Website chat24/7
- Client emailFirm inbox
- Missed callText-back
02 · AGENT REASONING
- 1Understand the client's situation
- 2Match to the right service
- 3Check CPA availability
- 4Book, collect documents or route
Guardrails on · human handoff ready
03 · ACTIONS IN YOUR TOOLS
- Create clientPractice software
- Book consultationCPA calendar
- Request documentsClient portal
- Send remindersEmail
- Intake done in
- 2 min
- Documents requested
- 3
- Staff minutes saved
- 20
CALCULATOR
What are missed inquiries costing you?
Revenue you lose each month
$17,010
- Per year
- $204,120
- Customers lost per month
- 9
Estimate only. Assumes missed leads would close at your usual rate if answered right away.
HOW IT WORKS
- 01
Free 30-minute call
We learn how your business runs and where leads or hours slip through the cracks.
- 02
Your automation plan
You get a diagram of the workflow, the time it should save and a fixed-price quote. The plan is yours to keep.
- 03
We build & run it
If you go ahead, your agent is live in weeks, and we monitor and improve it every month.
Your free plan includes
- ✓A diagram of one workflow an AI agent can take over
- ✓Estimated hours and leads recovered each month
- ✓Which of your tools it connects to
- ✓A timeline and a fixed-price quote
Common questions
Will it give tax advice?+
No. It answers administrative questions, gathers information and books time with your team. Anything that needs professional judgment goes to a CPA.
How do you handle sensitive financial data?+
Conversations are encrypted, access is restricted to your firm and data is never used to train public AI models. Documents go through your secure client portal.
Does it connect to my practice management software?+
We integrate with the most popular practice management, client portal and CRM platforms. We'll confirm yours on the free call.
Is the plan really free?+
Yes. The call and the written plan are free with no obligation. Most businesses use it to decide whether automation is worth it, and many keep it whether or not they work with us.
Do I need technical knowledge?+
No. We handle the design, build, integrations and ongoing management. You tell us how your business works; we do the rest.
What if a customer needs a real person?+
The agent hands the conversation to your team instantly, with a full summary, so nobody has to repeat themselves.