Start Growing Your
Accounting Firm.
Automate the repetitive work that eats your time: document collection, client follow-ups, deadline reminders, and review requests. Focus on what you do best — advising your clients.
Hours Saved
Reviews
Clients
Tasks Done
We Know Your Challenges
Running an accounting firm means juggling a hundred things at once. These are the problems we solve.
Tax Season Overwhelm
Every January to April your team drowns in documents, deadlines, and client requests. You work 70+ hour weeks and still feel behind.
Manual Client Communication
You spend hours every week chasing clients for missing documents, sending reminders, and answering the same questions over and over again.
Silent Between Seasons
Outside of tax season, your firm goes quiet. Clients forget about you, referrals dry up, and you scramble to fill the pipeline again.
Not Enough Reviews
Happy clients rarely leave reviews unless you ask. But you never have time to follow up, so your Google profile stays stagnant while competitors grow.
Everything Your Firm Needs
A complete automation suite designed specifically for accounting and tax firms.
AI Document Collection Agent
Automatically requests, tracks, and collects tax documents from every client. Sends smart reminders via email or WhatsApp until everything is in.
Deadline Reminder System
Never miss a filing deadline again. Automated reminders for quarterly taxes, extensions, payroll deadlines, and year-end filings sent to you and your clients.
Client FAQ AI Chatbot
An AI chatbot trained on your firm's services, pricing, and processes. Answers common client questions 24/7 so your team doesn't have to.
Client Onboarding Automation
New clients receive a seamless onboarding flow: welcome emails, document checklists, engagement letter signing, and portal setup, all automated.
Review Generation System
After every completed filing, your clients automatically receive a friendly review request. Build a 5-star Google profile on autopilot.
Up and Running in 30 Days
We handle everything. You stay focused on your clients while we build your entire system.
Discovery & Strategy
We deep-dive into your firm — your clients, tools, workflows, and biggest pain points. Together we map out a full automation and marketing plan.
Build & Integrate
Our team builds your automations, sets up integrations, configures your AI chatbot, creates email/SMS templates, and designs your marketing assets.
Test & Refine
You review every automation, test every flow, and request changes. We fine-tune everything based on your feedback until it's perfect.
Go Live
We flip the switch. Your automations start running, your AI chatbot goes live, and your firm starts saving hours immediately.
Trusted by Accounting Firms
Here's what firm owners are saying after switching to our automation systems.
"We used to spend the entire first two weeks of tax season just chasing documents. Now our AI agent collects everything automatically. Last season we onboarded 40% more clients without adding a single staff member."
Sarah Mitchell, CPA
Mitchell & Associates Tax Group
"The review generation system alone has been worth every penny. We went from 12 Google reviews to over 80 in six months. New clients tell us they found us because of our reviews. It basically runs itself."
James Thornton
Thornton Bookkeeping Services
"I was working 14-hour days during filing season and still missing deadlines. The automation system handles reminders, follow-ups, and document tracking so I can focus on actual tax work. I genuinely got my evenings back."
Priya Kapoor, EA
Kapoor Tax & Advisory
Tools Your Firm Already Uses
We plug into your existing stack. No need to switch tools or learn new platforms.
AI Automation Built for Accounting & Tax Firms
Tax season doesn't have to mean 70-hour weeks, missed deadlines, and constant client follow-ups. Our AI automation suite is built specifically for the unique challenges accounting and tax firms face — from document collection chaos to the revenue drought between filing seasons.
We've worked with firms ranging from solo practitioners to 20+ person practices, and the pattern is always the same: too much time spent on administrative tasks that should be automated, and not enough time spent on billable advisory work. Our systems handle the repetitive work so your team can focus on what they do best — advising clients and growing the practice.
What Makes Our Approach Different?
Industry-Specific Workflows
Not generic automation — every workflow is designed for how accounting firms actually operate, from engagement letters to final filing.
Tax Calendar Integration
Automated deadline tracking for federal, state, and quarterly estimates across all your clients, with escalating reminders.
Multi-Channel Communication
Reach clients through email, SMS, and WhatsApp — because some clients don't check email but always read WhatsApp.
Document AI Classification
Clients upload a folder of random PDFs and our AI identifies W-2s, 1099s, receipts, and flags what's missing.
White-Label Client Portal
Your clients see your firm's branding, not ours. Secure document upload, status tracking, and communication in one place.
Compliance-First Design
Every automation respects data privacy requirements and professional standards for financial document handling.
Results Our Accounting Clients See
- Document collection time reduced from 3 weeks to 5 days on average
- 40% fewer "where's my refund?" calls thanks to automated status updates
- 3x more Google reviews within 6 months of automated review requests
- Summer revenue gaps eliminated with automated nurture campaigns
- Staff overtime during tax season reduced by 60%
Firms that implement our full automation suite typically see ROI within the first 30 days — the time savings alone justify the investment, before counting the new clients generated by automated marketing.
How It Connects to Our Other Services
Our accounting firm automation works best when combined with our broader digital marketing services. Pair it with social media management to stay visible between tax seasons, SEO optimization to rank for "accountant near me" and "tax preparation services," or Google Ads to capture high-intent leads searching for tax help right now. Use our AI agents like free website audit to check your firm's website before optimizing it.
Frequently Asked Questions
No. We build, configure, and manage everything for you. You don't need to touch any code or learn any new software. If you can send an email, you can use our system.
Around 30 days from our initial strategy call to going live. The first week is discovery, weeks two and three are building and integrating, and week four is testing and refinement. We handle all the heavy lifting so your team can keep focusing on clients.
Yes. We integrate with QuickBooks, Xero, FreshBooks, Gmail, Outlook, Google Drive, Dropbox, and many more. If you use it, we can almost certainly connect to it.
No problem. All automations work via email as well. WhatsApp is an optional add-on for firms whose clients prefer messaging. We adapt to how your clients communicate.
Yes. There are no long-term contracts. We ask for 30 days notice so we can ensure a smooth transition, but you are never locked in.
Yes. We work with accounting and tax firms worldwide. Our automations are flexible and can be adapted to any tax system, language, or regulatory environment.
Ready to Automate Your Accounting Firm?
Join accounting firms who save 10+ hours every week with our AI-powered automation systems.
No commitment required.