For Accounting & Tax Firms

Never Lose AnotherClient Inquiry

AI receptionist that answers calls, chats, and DMs 24/7—so you can focus on billable work, not playing phone tag.

Get Your Free AssessmentFree assessment • 3 minutes

68%

of prospects call multiple firms before deciding

$2,500

average annual value per accounting client

15 hrs

weekly time lost to admin tasks that could be automated

Sound Familiar?

These problems cost accounting firms thousands in lost clients and wasted time.

Clients Can't Reach You

During tax season, your phone rings off the hook. Calls go to voicemail. Potential clients hire someone who answers.

Website Visitors Leave

Prospects visit your site with questions about services and pricing. No one responds. They move on.

Drowning in Admin Work

Your team spends 15-25 hours weekly on tasks that could be automated—time that should go to billable work.

Chasing Missing Documents

Tax season means endless emails asking clients for W-2s, 1099s, and receipts they promised to send.

Your AI Receptionist

Calls. Chats. DMs. All Covered.

One AI system that handles every client touchpoint—so you never miss an inquiry again.

24/7 Phone Answering

Never miss a client

AI answers every call professionally. Schedules consultations, answers common questions, and captures new client info.

Website AI Chatbot

Convert visitors 24/7

Engages visitors instantly. Answers questions about services, collects lead info, and books consultations.

Social DM Automation

Own every channel

Auto-responds on Facebook, Instagram, and Google Business. Professional responses that capture leads.

Smart Document Collection

Cut chase time by 80%

Automated reminders chase missing documents. Clients see exactly what's needed. You see what's received.

Integrates with your tools & platforms:

QuickBooksXeroGoogle WorkspaceCalendlyFacebookInstagramGoogle Business
Everything You Get

Over $4,496 in Value

24/7 Phone Answering
$500/mo value
Website AI Chatbot
$200/mo value
Social DM Automation
$200/mo value
CRM System
$97/mo value
Professional Website
$2,500 value
Setup & Training
$999 value
Total Value$4,496+
You Pay (Growth)$297/mo + $999 setup

Live in 5 Days

Get set up before tax season rush.

1
Day 1-2

Setup & Configuration

Configure AI with your services, pricing, and client intake process

2
Day 3-4

Integration & Testing

Connect to your calendar, CRM, phone, website, and social accounts

3
Day 5

Go Live

AI starts handling calls, chats, and DMs. Focus on billable work

4
Ongoing

30-Day Optimization

Fine-tune based on real conversations. Add tax season scripts

Limited Time Offer

First Month Free for New Clients

Try it risk-free. See how many more client inquiries you capture. Cancel anytime.

One-time setup fee: $999 — Includes configuration, integration, testing & training

Free CRM Included

Manage all your leads & clients in one place

Free Website

New site or redesign of your existing one

Starter

$197/mo

Never Miss an Inquiry

  • 24/7 Phone Answering
  • Website AI Chatbot
  • 100 conversations/mo
  • Free CRM
  • Free Website
Most Popular

Growth

$297/mo

Capture Clients Everywhere

  • 24/7 Phone Answering
  • Website AI Chatbot
  • All Social DMs (FB, IG, Google)
  • 300 conversations/mo
  • Free CRM + Website

Scale

$497/mo

Full AI Marketing System

  • Everything in Growth
  • Unlimited conversations
  • Email & SMS Campaigns
  • Social Media Scheduler
  • Review Automation
  • Priority Support
Performance Guarantee

Book 5 new clients in your first 30 days or we refund your setup fee. No questions asked.

Start Your Free Month

No credit card required • Cancel anytime

Ready for Tax Season?

Take the free 3-minute assessment. See how many client inquiries you're missing.

Get Your Free Assessment