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What if every client inquiry got answered, even during the April rush?
Trusted by accountants & cpas professionals nationwide
The Problems
Keeping You Up at Night
Tax season buries you
January through April you're working 70-hour weeks. New client calls? They go to voicemail. By the time you surface, they've found another CPA.
The accountant who responds first gets the client.
Year-round revenue is inconsistent
Feast or famine. Tax season is insane, summer is slow. You'd love more advisory clients, but you're too busy to market during peak season.
AI captures leads year-round for advisory services.
Tire-kickers want free tax advice
They call with 'quick questions' that are actually complex situations. You spend 30 minutes on free consulting. They go file with TurboTax anyway.
AI qualifies serious prospects before you invest time.
Existing clients don't expand services
You do their taxes, but they don't know you offer bookkeeping, payroll, or advisory services. Cross-sell opportunities go untapped.
Proactive outreach expands client relationships.
How We Solve
Every Problem
Five tools working together to capture every accountants & cpas lead. Automatically.
Get Found First
When someone searches 'accountant near me' or 'CPA for small business,' you show up first. In Google AND in AI search results.
More clients finding you before the big firms.
Build Your Reputation
Turn every satisfied client into a 5-star review. Automated requests sent after successful filings and engagements.
Watch your star rating climb while you focus on the numbers.
Never Miss a Call
AI answers during tax season rush. It gathers client information, explains services, and schedules appointments.
Wake up to qualified appointments even in the busiest season.
Respond Instantly
That weekend inquiry about business taxes? Handled. The evening message about estimated payments? Answered. Before they find another CPA.
Be everywhere at once without leaving your spreadsheets.
Bring Them Back
That tax client who didn't return? Reach out before next season. That one-time filer? They might need quarterly services now.
Turn seasonal filers into year-round advisory clients.
One System. Built for Accountants & CPAs.
See how all five tools work together to capture every lead, book every job, and grow your business.
Try the Demo BelowThe Complete
Customer Journey
See how AI handles every step—
from search, to booking, to coming back for more.
Show Up When They Search
Customer searches "accountant near me"
You're the first result they see.
Every Call Answered. Every Lead Captured.
On a job site? In a meeting?
AI calls back or texts instantly and books the appointment.
1. Call Comes In
Incoming Call
(303) 555-0147
2. AI Calls Back (8 sec)
3. What You See
Tax Consultation
Tomorrow, 9:00 AM
Call Summary
Customer: (303) 555-0147
New business owner - needs quarterly taxes set up. Meeting Thursday 2pm.
10PM Lead? Handled Before Morning.
Facebook messages, website forms, texts.
AI engages every lead instantly, 24/7.
1. Lead @ 10:47 PM
Facebook Messenger
New message
"Hi, I'm a 1099 contractor making about $150k. Do I need quarterly estimated taxes?"
2. AI Responds Instantly
3. What You See
Thomas Wright
$150k 1099 income - needs estimated setup
Lead engaged while you slept
5-Star Reviews on Autopilot
Happy customers leave without leaving reviews.
We fix that. Automatically.
1. Request Sent
2. Customer Responds
3. What You See
New Google Review!
Just now
Danielle Foster
"Best accountant I've ever had! They found deductions I never knew about and saved me thousands. Always responsive, explains things clearly. Highly recommend!"
89
Reviews
4.9
Rating
+12
This Mo.
Reactivate Dormant Customers
That customer from last year?
Time for follow-up. AI reaches out automatically.
1. Your Dormant Customers
AI sending personalized outreach...
2. Reactivating: Mark Stevens
Awaiting response...
Talk to Melody.
She'll Show You Everything.
Melody is our AI voice assistant. She's not a chatbot. She actually talks, listens, and understands. Ask her how this all works, tell her about your business, and she'll give you a personalized demo right now.
No forms. No waiting. Just a real conversation about how AI can help your business grow.
Have a Real Conversation
Melody actually talks and listens. Ask her anything: how it works, pricing, if it fits your business.
Get a Demo Made For You
Tell her your industry and she'll walk you through exactly how AI will handle your calls and messages.
Book Your Discovery Call
Impressed? Melody will schedule your call with our team right then and there. No forms, no waiting.
Click & Talk
Melody is listening
What you get with the Accountants & CPAs AI System
Questions
Accountants & CPAs Professionals Ask
We've helped dozens of accountants & cpas businesses. Here's what they wanted to know.
Can the AI handle different service inquiries?
Does it gather the right information upfront?
Can it schedule during tax season efficiently?
What about existing clients needing quick answers?
Does it help with client retention?
Can it promote advisory services?
Ready to Transform
Your Accountants & CPAs Business?
Join other accountants & cpas businesses that are capturing more leads and booking more appointments with AI.