AI Sales Automation for Accounting Firms
Onboardnewclientswithout chasingasingledocument.
AI that replies to every new client inquiry, follows up every proposal and engagement letter, and collects documents with polite, automatic reminders, so your team can do the accounting.
Not ready to talk? Score yourself in 2 minutes
- Early JanuaryA business owner submits “looking for a new accountant for my LLC” on your website.
- +1 minuteThey get a reply asking about entity type and bookkeeping, with discovery call times. They book Thursday.
- ThursdayDiscovery call. A proposal and engagement letter arrive that afternoon.
- +2 daysFollow-up answers their question about payroll scope. They sign.
- OnboardingPortal invite with a document checklist. Reminders go out until every item is in.
- Karbon
- TaxDome
- Canopy
- Ignition
- Xero Practice Manager
- FYI
- QuickBooks Online
- Xero
- HubSpot
- Karbon
- TaxDome
- Canopy
- Ignition
- Xero Practice Manager
- FYI
- QuickBooks Online
- Xero
- HubSpot
Sound familiar?
The leak01 / 03
01
Tax season onboarding is a chase
Every new client means a dozen emails asking for the same documents. Staff spend hours chasing paperwork instead of doing billable work.
The leak02 / 03
02
Proposals sit unsigned
The discovery call goes well, the proposal goes out, and then nobody follows up. The prospect stays with their old accountant by default.
The leak03 / 03
03
Advisory doesn’t get sold
Partners know many compliance clients need advisory, CFO or planning services. The conversation rarely happens because nobody is trained or prompted to have it.
Workflows for Accounting Firms
Each one runs on the software you already use, or as custom code you own.
Instant reply and discovery booking
Every inquiry gets a reply in under a minute with a few qualifying questions (entity type, services, bookkeeping status) and times for a discovery call.
Proposal and engagement letter follow-up
Each proposal gets a recap and timely check-ins that answer scope and fee questions, until it’s signed or politely closed out.
Onboarding and document collection
Signed clients get a checklist and portal invite, then automatic reminders for anything still missing. Staff only step in when something is stuck.
Advisory and annual review prompts
Clients who fit an advisory offer are flagged, and year-end review invitations go out on schedule, so upsells happen every year.
Partner and staff practice
AI roleplay for fee conversations, scope pushback and the advisory pitch, so the whole team can have the sales conversation, not just one partner.
See how each workflow works
One lead, start to finish.
An example journey. Timing and messages are set up around how your business works.
- Early JanuaryA business owner submits “looking for a new accountant for my LLC” on your website.
- +1 minuteThey get a reply asking about entity type and bookkeeping, with discovery call times. They book Thursday.
- ThursdayDiscovery call. A proposal and engagement letter arrive that afternoon.
- +2 daysFollow-up answers their question about payroll scope. They sign.
- OnboardingPortal invite with a document checklist. Reminders go out until every item is in.
- Year endReview invitation with a short note on the advisory services that fit their business.
No new software to learn.
We build on the tools you already pay for and connect the places your leads already come from. Need something they can’t do? We custom-build it, and you own the code.
Software9 tools
- Karbon
- TaxDome
- Canopy
- Ignition
- Xero Practice Manager
- FYI
- QuickBooks Online
- Xero
- HubSpot
Lead sourcesEvery one answered
- Website forms
- Google Business Profile
- Referrals
- Xero and QuickBooks advisor directories
- Missed calls
They’re promising Q4. We ship Thursday.
- 01
Free audit
A 15-minute call. We map where your leads and quotes leak today.
- 02
We build it
No six-month project. We ship your first workflow fast, on your existing tools or as custom code you own.
- 03
Runs every month
We watch the numbers and keep improving it. You keep the jobs.
Questions from Accounting Firms
01Does this work with Karbon, TaxDome or Ignition?
Yes. Proposals, engagement letters and documents stay in your practice management and proposal tools. We add the replies, reminders and follow-ups around them.
02Will the AI give tax or accounting advice?
No. It handles scheduling, reminders and routine questions about your process. Anything that needs professional judgment is passed to your team.
03Can it help us sell advisory services?
Yes. Clients who fit your advisory offer are flagged for a conversation, and your team can practice that conversation with AI roleplay first, so it doesn’t feel like a sales pitch.
04Is client data handled securely?
Documents stay in your secure portal. Reminders link to the portal rather than asking clients to email sensitive files.
05Do I own what you build?
Yes. If we build on your existing tools, the workflows live in your own accounts. If we custom-build, the code lives in your own repository and is yours to keep, and you can change it later yourself with AI coding tools like Claude Code or ChatGPT.
Your team does the selling. AI does the chasing.