Stop chasing paperwork. Bill more hours.
A branded client portal and scheduling site plus a 24/7 AI assistant that books consults, answers FAQs, and runs document intake — collecting and chasing the client paperwork — for NYC accountants, bookkeepers, tax preparers, and consultants. Flat monthly, works with QuickBooks.
The two biggest time sinks are booking inbound and chasing paperwork. The AI requests every form, follows up until it lands, and flags what is still missing — so you stop playing email tag.
When the seasonal wave hits, inbound and intake scale without you hiring temps. The assistant works nights and weekends, so deadlines do not slip and your team is not buried in admin.
New-client requests come in by phone, email, and web. The AI answers FAQs, qualifies the work, and books the consult on your calendar — even when you are heads-down in a return.
A branded client portal at your own domain — not a generic tool with someone else’s logo. Clients log in to one place to book, upload, and check status. You own the relationship.
A portal, an intake bot, and a scheduler that never sleep.
A fast, secure portal at your own domain where clients book, upload documents, and check the status of their return or engagement in one place.
Requests the exact paperwork each client owes, chases the stragglers automatically, and flags missing items — so you start the work with a complete file, not a half-empty one.
Answers calls, email, and web chat, handles common FAQs, qualifies new work, and books consults on your calendar — routing anything sensitive straight to you.
Built for the tax-season cadence — quarterly estimates, extensions, and filing dates. Clients get reminders before each deadline so nothing falls through.
New clients get a guided path — engagement letter, intake questions, and first document request — so they are set up and moving without a back-and-forth.
Connect QuickBooks, Karbon, your practice-management software, or Google Calendar — or run standalone. We make it fit the tools your firm already runs on.
Flat monthly — for the whole firm.
One setup, then a flat monthly plan. No per-seat fees, no long lock-in. Cancel anytime.
We build your client portal and scheduling site and train the AI on your firm.
- Branded client portal + your domain
- Scheduling site & booking rules
- AI assistant scripted & tuned
- Document-intake checklists set up
- QuickBooks / calendar connected
The portal and AI assistant running every day — booking consults and collecting documents.
- Branded portal + scheduling site
- 24/7 consult booking & FAQs
- AI document intake & chasing
- Hosting, monitoring & support
- Flat fee — no per-seat charge
Add deadline automation, onboarding, and reporting to run a busy season smoothly.
- Everything in Operate
- Deadline & reminder automation
- Client onboarding workflows
- Review-generation engine
- Monthly performance report
Live in weeks, not months.
A 30-minute call about your services, your busy-season cadence, and how new work and documents reach you today. No pressure.
We stand up your client portal and scheduling site, then train the AI on your FAQs, the consults you take, and the documents each engagement needs.
We run test bookings and a full document-intake cycle end to end, tune the chasing cadence, and connect QuickBooks and your calendar before launch.
Your portal and assistant go live 24/7. We monitor, refine, and stay on call as your deadlines, services, and busy seasons change.
Straight answers.
Yes. Everything runs on encrypted, US-based cloud infrastructure with access controls, and documents are stored encrypted at rest and in transit. The portal is on your own domain, and you control who on your team can see what. We can walk through the specifics on the call.
No. We layer on top of what you use — QuickBooks, Karbon, your practice-management software, or Google Calendar. The portal and AI handle booking and intake; your existing tools keep doing the accounting and workflow. If you want to consolidate later, your data is yours to take.
It requests the specific paperwork each client owes for their engagement, sends polite follow-ups until the documents arrive, and flags anything still missing. Clients upload through the portal, and you start the work with a complete file instead of chasing emails. You decide which documents each type of client needs.
No. It handles scheduling, FAQs, and document collection — the admin around your work. Anything that calls for professional judgment, like a tax or financial question, is routed straight to you. The AI never offers advice or opinions on a client’s situation.
Yes — that is the point. When the seasonal wave hits, the assistant answers inbound, books consults, and runs document intake around the clock without you hiring temps. Deadline reminders run on a tax-season cadence so quarterly estimates, extensions, and filing dates do not slip.
Accountants, bookkeepers, tax preparers, consultants, and agencies — solo practitioners and small firms. Yes to all five boroughs: Manhattan, Brooklyn, Queens, the Bronx, and Staten Island, plus the metro. The scheduling site is built to rank for the neighborhoods you work in.