Automation for accountants and bookkeepers
Less phone tag. More booked engagements.
Tax season buries your inbox. Chasing clients for documents eats hours, deadlines creep up, and the slow months could be filled with advisory work.
Built for accountants and bookkeepers
What a bot can take off your plate
- Document chasersClients get polite, repeating reminders until their documents are in, so you stop chasing by hand.
- Deadline remindersClients are reminded about estimated payments and filing dates before it's urgent.
- Engagement letter follow-upUnsigned engagement letters get followed up, so work starts on time.
- Off-season advisory offersClients get well-timed offers for planning and bookkeeping help in slower months.
- Secure upload linksClients get a secure link to upload their documents, with a checklist of what's still missing.
- Organizer and questionnaire sendsTax organizers go out early and get followed up until they're complete.
- Extension trackingExtended returns are tracked with reminders for you and the client before the final deadline.
- Monthly close remindersBookkeeping clients are nudged for bank statements and receipts each month.
- IRS notice intakeClients who get a notice can send it in and get a booked review, instead of panicking by phone.
Plus the everyday essentials
- Missed-call text-backDuring tax season, missed callers get a text and a booking link.
- Consult bookingProspects book an intro call without email back-and-forth.
- Appointment remindersClients get reminders before review meetings and signing appointments.
- Invoice remindersUnpaid fees get polite reminders after the return is filed.
- Inbox sortingClient emails are sorted by urgency and deadline, so nothing gets buried in April.
- Review requestsAfter a smooth season, clients get a review ask.
- Referral asksClients are invited to refer business owners and friends.
- Weekly status reportSee returns in progress, missing documents, extensions and unpaid invoices.
Every tool drafts and prepares. You approve anything that goes out.
Website that works for you
No website? We build one.
If you don't have a site, or yours doesn't bring in calls, we build a fast, mobile-friendly one with booking, quote requests and the bots above built in. It runs on the same low-cost setup we use ourselves, and it's in your name: your domain, your accounts. You own it. We hand you the keys.
Want us to keep it updated? An optional care plan covers changes and upkeep. Quoted after a short call.
Your first step
Free 30-minute Automation Blueprint call
- The bots that would save you the most time
- A rough plan for what to build first
- A quote after the call