Stop Answering the Same Questions. Start Winning More Clients.

Our AI Assistant handles client intake, answers common tax questions, and books consultations 24/7, so your team can focus on billable work.

Your Most Valuable Asset is Time. Are You Spending it Wisely?

Small and mid-size accounting firms lose billable hours on repetitive admin work and miss leads when prospects visit after hours. This section surfaces the common pain points accountants recognize immediately.

  • Answering repetitive client questions manually.
  • Losing potential leads who visit your website after hours.
  • Spending non-billable time on administrative tasks like scheduling.
  • Manually gathering intake information from new clients.

Experience Your New 'AI Assistant' Firsthand

This isn't a video. It's a fully interactive demo. Click through the scenarios below to see exactly how the AI would work on your firm's website.

AI Assistant: Quick-Start

Get our pre-built AI Assistant, customized for accountants, set up on your website. Perfect for firms ready to automate intake and FAQs immediately.

  • Full AI Assistant Setup & Installation
  • Pre-loaded Accounting FAQ Knowledge Base
  • 24/7 Automated Consultation Booking

$2,000 One-Time Setup Fee/ $797 per month

Free Firm Efficiency Audit

Want a deeper look at how AI can streamline your entire practice? We'll analyze your workflow and create a custom automation strategy together.

  • Free 30-Minute Strategy Call
  • Custom AI Opportunity Report
  • Analysis of Your Client Intake & Workflow

FREE

Don't Let Another Lead Slip Away.

Choose your path above or contact us with any questions. Let's make this your most efficient year yet.

Contact us: [email protected]  |  (510) 250-3226