INDUSTRY
Accounting firms
Onboard clients and chase documents without the manual back-and-forth.
WHAT GOES WRONG
Where accounting firms lose time
01
Chasing documents
Staff send reminder after reminder for tax documents, statements and signed forms. Work stalls until the last item arrives.
02
Slow onboarding
A new client has to fill in forms, send IDs and agree terms. Each step takes emails back and forth, and some people drop out along the way.
03
Busy season overload
Enquiries spike at the same time the team is busiest. New clients are slow to get an answer, and existing clients feel it too.
WHAT WE SET UP
What we set up for accounting firms
AI Agents
An agent that answers new client enquiries, explains the services you offer, asks for the basics, and books an intro call.
CRM Systems
A client pipeline from enquiry to onboarded client, with each person's stage, documents and next step in one record.
Workflow Automation
Document requests and reminders that send themselves on a schedule, and onboarding steps that move forward as each item is received.
Websites and SEO
Clear service pages for individuals and businesses, and local search listings, with a simple way to request a call.
THE LEAD JOURNEY
A typical lead, start to finish
Step 1: Enquiry arrives
A small business owner asks the firm about bookkeeping and tax support, in the middle of busy season.
Step 2: Agent replies
The agent responds within a minute, explains the services, asks a few questions about the business, and offers an intro call.
Step 3: Onboarding starts
After the call, the client receives a checklist of the documents needed. Reminders go out on a schedule until each item arrives.
Step 4: Team takes over
Staff see exactly which items are in and which are missing, and begin the work as soon as the file is complete.
QUESTIONS
Common questions.
Does the agent give tax or accounting advice?
No. It explains your services, collects the basics and books calls. Advice always comes from your team.
How are client documents handled?
We agree with you where documents are stored and who can see them.
Can it chase clients for documents?
Yes. You set the schedule and the wording, and reminders stop as soon as the document arrives.
Will it work with our practice software?
We connect to the tools you use where they allow it, and tell you early if something cannot be linked.
OTHER INDUSTRIES
Not quite your business? See the others.
Healthcare and telehealth
Answer enquiries and book appointments outside office hours.
Real estate
Respond to every buyer and seller enquiry first, and keep follow-up consistent.
Hotels
Handle booking questions and guest messages without tying up the front desk.
Home services
Capture every call and request, then quote and schedule faster.
Law firms
Qualify new enquiries and book consultations without missing a call.
Growing B2B teams
Route and follow up on leads reliably as volume grows.
THE FREE PROTOTYPE
Your free prototype is one message away.
A working version of your system, built around your business before you spend a cent.
NO COST · NO COMMITMENT