The same questions, again
What do I need to bring? When is my return due? Is my appointment confirmed? Answered one email at a time.
From February to April the phone, inbox and document chasing take over. We set up an AI assistant that answers routine questions, books appointments and sends document checklists and reminders, so your team can spend its time on the work.
What do I need to bring? When is my return due? Is my appointment confirmed? Answered one email at a time.
Slips, receipts and statements arrive late or in pieces, and someone has to keep asking.
New enquiries arrive just when there's no time to respond, and some go to another firm.
Clients you only hear from at tax time could use bookkeeping or planning work the rest of the year.
Trained on your firm: your services, hours, what clients should bring and how to send documents. It answers routine questions from information you approve and passes anything specific to your team.
Clients book their own appointments and get reminders before them, so fewer slots are missed. New clients get a consistent welcome sequence.
Each client gets a checklist of what to send and reminders until it's complete.
Once a return is filed, clients get a short message with a direct link to your Google review page, plus one reminder. Reviews help your firm show up when people nearby search for an accountant. In the off-season, past clients can hear about your year-round services.
The assistant does not give tax or accounting advice. It answers general questions you approve and passes anything specific to your team.
Plans start at $499/month plus a one-time $499 onboarding fee, which covers building, testing and launching your systems. See all pricing.
We look at where your team's time goes in tax season and which tasks repeat every year.
We set up the answers, checklists and reminders with you and test them before launch, usually within 2 weeks.
Routine questions and reminders run on their own. We check in monthly and update everything ahead of next tax season.
Get a free demo built for your business, or book a 30-minute call. No commitment.