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.

Pricing tailored to your firm.

We'll discuss your investment and ROI on your demo call. Most firms see this pay for itself with just one captured client.

  • How to never miss a high-value lead again (even during busy season)

  • How to recover $100k+ from your dormant client list

  • Exact pricing and how this pays for itself with one client

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