Win the Season Without Drowning in Calls.
An AI employee answers inquiries, screens for fit, and books consultations so you spend tax season on the work that pays.
The Problem
The cost of doing nothing.
3x
inquiry volume
during tax season
24/7
intake
so no prospect goes unanswered
Better
client fit
when leads are screened first
How It Works
Three steps. Zero friction.
01
Inquiry comes in
A prospect needs taxes or bookkeeping. The AI replies instantly, even at peak season.
02
It screens for fit
It captures entity type, services needed, and scope so you talk to qualified prospects.
03
It books the consult
Qualified prospects get a consultation booked onto your calendar.
04
You get found by AI
We tune your presence so AI assistants name your firm when locals search.
What's Included
Built for your workflow.
Instant Inquiry Response
Replies to prospects within seconds, even during the season surge.
Client Screening
Captures entity type, services, and scope so you focus on the right clients.
Consultation Booking
Books qualified prospects onto your calendar with reminders.
Client Follow-up
Chases missing documents and keeps engagements moving.
AI Search Visibility (GEO)
Gets your firm cited when people ask AI assistants for an accountant near them.
Why Us
On-premise vs. cloud AI.
Results
Proof in motion. Clarity in numbers.
“During tax season the AI answers and screens every inquiry. I only get on calls with clients who actually fit.”
Firm Owner
Better client fitFAQs