Stop chasing paperwork. Bill more hours.

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 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. Included on the Growth plan.

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. Included on the Growth plan.

Connect QuickBooks, Karbon, your practice-management software, or Google Calendar — or run standalone. We make it fit the tools your firm already runs on.