📊 Built for CPAs & accounting firms
An AI agent that captures new client intake, chases missing 1099s and W-2s, schedules consults, and answers FAQ — so your CPAs do CPA work and you stop losing March nights to admin.
The firm's reality
Every CPA firm in Jackson loses March to admin: chasing documents, answering FAQs, scheduling. The actual returns get done at 11 PM. The agent fixes that.
You email a client for their missing K-1. They don't reply. You email again. They reply with the wrong document. You email a third time. Multiply by 80 clients in March. That's 200+ admin hours your CPA could've billed.
"Hey, can I deduct mileage to my second job?" 30 of these a week. Each takes 10 min of CPA time — billable, but you don't bill for them. The agent answers FAQ from your past guidance and routes real questions to the firm.
Prospect calls in February asking if you take new clients. Voicemail. They call the firm next door. By the time you call back Wednesday, they've filed an extension somewhere else. Lost client lifetime value: $2-8k.
The process
No SOWs. No 6-week onboardings. No surprise invoices.
DAY 0
We map your call volume, after-hours pain, dispatch flow, and pricing. Define exactly what your agent says.
DAYS 1–4
Custom code, your phone number, your pricing. You walk through every response before it goes live.
DAY 5
Every emergency call gets answered. Booked jobs hit your calendar. Weekly report shows revenue captured.
Strict scope: admin only. Never gives tax advice. Routes everything substantive to your CPAs.
REAL RESULT
"March used to mean 70-hour weeks chasing documents. The agent did the chasing. We took on 18 new clients we would've had to turn away — and finished by April 10."
— CPA firm pilot, Jackson MS metro
Limited slots — May 2026
30-min call. We map your tax-season workflow. If it's a fit, we deploy in 5 days. If not, you walk away with a free playbook.
Book My Free 30-Min Call →No commitment · No prep needed · Built in Jackson, MS
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