📊

AI Employee for Your
Accounting Firm

Client communication that keeps tax season stress-free.

$750/monthCancel anytime

What It Does

Built for Accounting Firms

Onboards new clients — collects business info, entity type, and tax history

Requests and tracks documents like W-2s, 1099s, receipts, and bank statements

Sends deadline reminders for quarterly estimates, filings, and extensions

Schedules meetings and check-ins with accountants and CPAs

Handles billing inquiries and sends payment reminders

Answers common questions about your services, pricing, and turnaround times

Follows up with clients who haven't submitted required documents

Routes complex tax questions to the right team member

How It Works

Live in 3 Steps

Pick your plan. No contracts, cancel anytime.

Set Up (5 min)

A quick call with us. We connect your phone, email, and calendar — you don't touch a thing.

Go Live

Your AI employee starts handling calls, messages, and appointments immediately.

See It in Action

Sample Conversation

A real example of how your AI employee handles a typical interaction.

👤 Customer

Hi, I just started freelancing this year and I have no idea what I need to do for taxes.

🤖 AI Employee

Congratulations on going freelance! We help a lot of self-employed clients. The first step is a quick meeting with one of our CPAs to go over your situation. I can also start collecting the basics — do you have your 1099 forms and any receipts for business expenses?

👤 Customer

I have some receipts but I'm not sure what counts as a business expense.

🤖 AI Employee

That's totally normal — our CPAs will walk you through it. For now, I'll schedule you with David Chen, who specializes in freelancer taxes. He has openings Wednesday at 1 PM or Friday at 10 AM. I'll also email you our new client checklist so you know exactly what to bring. Which day works for you?

Works Everywhere

Every Channel, One Employee

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Facebook Messenger

Responds to your page messages instantly

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Phone & SMS

Answers calls and texts with a natural voice

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Email

Reads, replies, and manages your inbox

Your Accounting Firm AI Employee

$750/mo

No contracts. No setup fees. Cancel anytime.

Everything included — no extras

Customized for your specific business

We set up everything for you

Works 24/7 — nights, weekends, holidays

Dedicated support team

Get Your Accounting AI Employee

AI Employee for YourAccounting Firm