Tax Season Is Coming.
Is Your Phone Ready?
When every CPA is slammed, the first one who answers wins the client. AI handles intake calls, schedules consultations, and answers common questions — so you stay focused on billable work.
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 Non-Billable Admin
Your team spends 15-25 hours weekly on scheduling, intake calls, and follow-ups. At $150-$300/hr, that's $100K+ in lost billable time per year.
Chasing Missing Documents
Tax season means endless emails asking clients for W-2s, 1099s, and receipts they promised to send.
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 clientAI answers every call professionally. Schedules consultations, answers common questions, and captures new client info.
Website AI Chatbot
Convert visitors 24/7Engages visitors instantly. Answers questions about services, collects lead info, and books consultations.
Social DM Automation
Own every channelAuto-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:
Over $4,496 in Value
Live in 5 Days
Get set up before tax season rush.
Setup & Configuration
Configure AI with your services, pricing, and client intake process
Integration & Testing
Connect to your calendar, CRM, phone, website, and social accounts
Go Live
AI starts handling calls, chats, and DMs. Focus on billable work
30-Day Optimization
Fine-tune based on real conversations. Add tax season scripts
First Month Free for New Clients
Try it risk-free. See how many more client inquiries you capture. Cancel anytime.
One-time setup fee — Starter: $999 · Growth: $1,499 · Scale: $2,499
Free CRM Included
Manage all your leads & clients in one place
Free Website
New site or redesign of your existing one
Starter
$197/mo
+ $999 one-time setup
Never Miss an Inquiry
- 24/7 Phone Answering
- Website AI Chatbot
- 100 conversations/mo
- Free CRM
- Free Website
Growth
$297/mo
+ $1,499 one-time setup
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
+ $2,499 one-time setup
Full AI Marketing System
- Everything in Growth
- Unlimited conversations
- Email & SMS Campaigns
- Social Media Scheduler
- Review Automation
- Priority Support
Book 5 new clients in your first 30 days or we refund your setup fee. No questions asked.
No contracts. Cancel anytime.
Ready for Tax Season?
Take the free 3-minute assessment. See how many client inquiries you're missing.