The complete AI platform for Accountants
Everything your accounting practice runs on — already set up.
Client onboarding, intake, a phone line, a bilingual website, and a team of AI agents — the whole platform, pre-configured for accountants and bookkeepers: your onboarding questions, your services, your workflows. Ready on day one.
Sound familiar?
Tax season buries you
New-client calls pile up exactly when you have the least time to answer them — and some of those are your best clients.
Onboarding is a slog
Chasing documents, entity details, prior returns — back-and-forth that delays the work and frustrates clients.
No time to market
A current website, follow-up, referrals — the growth work that never fits between deadlines.
Curated for your trade
Not a generic tool with your logo on it.
We pre-loaded the questions you actually ask, your terminology, and the workflows your business runs on. You don't configure a platform from scratch — it's already set up for your trade.
Intake, pre-built
The right questions for your work, ready the moment you sign in.
AI tuned to your field
Your AI team speaks your trade's language — the right tone, the right follow-ups.
A website, ready to publish
A bilingual site written for your business — edit it and go live.
Everything your business runs on
Your website, your phone line, your AI team, your marketing — the whole business in one platform, already set up for your trade.
AI Client Intake
A branded AI assistant collects every detail you need — via chat, form, or website widget, in English or Spanish — while you focus on running your business.
Your Own Website
A professional, bilingual website — generated, hosted, and ready to publish. Your storefront online, built for you, not a weekend project.
Your AI Team
A team of AI agents for your front desk, marketing, and support — they don't just chat, they act on your real client data.
AI Phone Intake
Pro+A dedicated phone number where customers speak naturally with your AI assistant. Every call becomes a structured summary — 24/7, no hold music.
Bilingual, Everywhere
Native English and Spanish across chat, phone, your website, and email — serve every client in their language, no bilingual hire needed.
Inquiry Summary & AI Notes
Every intake lands in your inbox as a structured summary with AI-generated context: need analysis, service flags, and suggested follow-up questions.
Marketing Kit
ProGenerate AI ads, platform-ready social posts, a blog, and branded business cards — for Facebook, Instagram, LinkedIn, and Nextdoor, in seconds.
Document Intelligence
Pro+Request documents from clients, receive secure uploads, and get AI-powered summaries with relevant details and highlights — ready for your review.
AI Intelligence Brief
Pro+Every intake generates a deep-dive analysis — service-need flags, pattern recognition, urgency assessment, and suggested next steps.
In practice
“A new client reached out the week before a deadline. The AI gathered their entity type, prior-year return, and the documents I needed before I'd even replied. Onboarding that usually takes days was done in an afternoon.”
— A solo CPA
Accountants — your questions
Is it set up for accounting, or do I configure it?
Pre-configured for an accounting practice — onboarding questions, document requests, and website are already built. You add your details and adjust anything you like; you never start from scratch.
Does it handle Spanish-speaking clients?
Natively, across chat, phone, website, and email. Spanish-speaking clients are served in Spanish; you receive every summary in English.
Can it collect documents securely?
Yes. It requests the documents you need, receives secure uploads, and gives you AI summaries of what's in them — ready for your review.
Is client data secure?
Encrypted in transit and at rest, no human reviews intake data, and we refuse to collect sensitive identifiers like SSNs.
Your whole business, handled — ready on day one.
Start your 14-day trial with full Pro+ features. No credit card.
