📊 Built for CPAs & accounting firms

Survive tax season. Bill more hours.

An AI agent that captures new client intake, chases missing 1099s and W-2s, schedules consults, and answers FAQ — so your CPAs do CPA work and you stop losing March nights to admin.

Book a Free Call → See how it works ↓

100%

Intake captured

Auto

Document chase

5 days

Deployment

CPA Firm Intake Agent

Online · 41 documents collected this week

MON 11:22 AM

Hey James — checking in for your 2025 return. Still missing your 1099-MISC and the K-1 from Riverstone LLC. Any update?

Ugh, totally forgot. Riverstone is sending it Friday.

No problem. I'll set a reminder for Friday and one more for Monday in case it slips. Want me to upload the 1099-MISC if you have it now?

Yeah let me grab it

Perfect. Drop it in this thread or use the secure link: portal.smithcpa.com/upload/jh-2025. I'll route it straight to Linda for review.

— Document chased + secure upload provided —

The firm's reality

March is hell.
Most of it isn't accounting work.

Every CPA firm in Jackson loses March to admin: chasing documents, answering FAQs, scheduling. The actual returns get done at 11 PM. The agent fixes that.

The Document Chase Spiral

You email a client for their missing K-1. They don't reply. You email again. They reply with the wrong document. You email a third time. Multiply by 80 clients in March. That's 200+ admin hours your CPA could've billed.

The "Quick Question" Tax

"Hey, can I deduct mileage to my second job?" 30 of these a week. Each takes 10 min of CPA time — billable, but you don't bill for them. The agent answers FAQ from your past guidance and routes real questions to the firm.

The New-Client Funnel That Leaks

Prospect calls in February asking if you take new clients. Voicemail. They call the firm next door. By the time you call back Wednesday, they've filed an extension somewhere else. Lost client lifetime value: $2-8k.

The process

From scoping call to live agent. 5 days.

No SOWs. No 6-week onboardings. No surprise invoices.

DAY 0

30-min Scoping Call

We map your call volume, after-hours pain, dispatch flow, and pricing. Define exactly what your agent says.

DAYS 1–4

We Build & You Approve

Custom code, your phone number, your pricing. You walk through every response before it goes live.

DAY 5

Agent Goes Live

Every emergency call gets answered. Booked jobs hit your calendar. Weekly report shows revenue captured.

What your firm agent handles

Strict scope: admin only. Never gives tax advice. Routes everything substantive to your CPAs.

✓New-client intake & engagement letter routing
✓Auto document chase (1099s, W-2s, K-1s, receipts)
✓Secure portal upload links sent automatically
✓Books client tax-season consults
✓FAQ answers from your past guidance only
✓Plugs into Drake, Lacerte, ProConnect, Karbon, etc.

REAL RESULT

"March used to mean 70-hour weeks chasing documents. The agent did the chasing. We took on 18 new clients we would've had to turn away — and finished by April 10."

— CPA firm pilot, Jackson MS metro

Limited slots — May 2026

Bill more. Chase less.
Sleep in March.

30-min call. We map your tax-season workflow. If it's a fit, we deploy in 5 days. If not, you walk away with a free playbook.

Book My Free 30-Min Call →

No commitment · No prep needed · Built in Jackson, MS