For CPAs and accounting firms
We build AI intake and scheduling agents for CPA practices — qualifying new-client inquiries by service type before they ever hit the partner's calendar. Live at TS CPA today, scoped to yours.
What's leaking
New-client inquiries arrive at all hours during tax season — and the slow ones get won by the firm that called back first.
Every inquiry needs the same triage: tax vs. bookkeeping vs. advisory, individual vs. business, current-year vs. prior-year cleanup. Partners do this one prospect at a time.
Discovery calls eat partner billable hours. Every hour on a wrong-fit prospect is an hour off a paying client.
Client communication compounds — extension reminders, document requests, follow-ups — and it's the manual stuff that drops first when the firm gets busy.
What we'd build for you
These are the patterns we'd typically build. The exact scope, toolchain, and integration depth come out of the audit — some practices need all three, some need only the first.
Triages new-client inquiries from the website and email — qualifies by service need (tax, bookkeeping, advisory), gathers entity type and complexity, and books discovery calls directly into the partner's calendar with full context.
Sends document requests, reminder cadences, and extension follow-ups in the firm's voice. Stays on top of clients who are slow without burning admin hours.
Drafts client newsletters, deadline alerts, and advisory follow-ups in the partner's voice from real client situations. You approve before anything sends.
What we've actually built
Custom AI intake and scheduling agent for a Houston-based accounting practice. Triages new-client inquiries from the website and email, qualifies by service need (tax, bookkeeping, advisory), and books discovery calls directly into the partner's calendar.
Outcome
The practice now responds to every inbound inquiry within minutes — day or night, weekends included — without adding headcount. Recovers several partner hours per week, which compounds during tax season when every hour is billable.
What it costs
Builds start at $7,500.
Retainers start at $1,500/mo.
Final number quoted from the consultation.
Ready when you are
We'd run a 30-minute audit on your intake flow and partner-hour leakage, write the engagement plan, and quote from there. Same model that's running at TS CPA today.