Automation for accountants and bookkeepers
Accounting automation: less phone tag, more booked engagements.
Tax season buries your inbox. Chasing clients for documents eats hours, deadlines creep up, and the slow months could be filled with advisory work.
Built for accountants and bookkeepers
What a bot can take off your plate
- Document chasersClients get polite, repeating reminders until their documents are in, so you stop chasing by hand.
- Deadline remindersClients are reminded about estimated payments and filing dates before it's urgent.
- Engagement letter follow-upUnsigned engagement letters get followed up, so work starts on time.
- Off-season advisory offersClients get well-timed offers for planning and bookkeeping help in slower months.
- Secure upload linksClients get a secure link to upload their documents, with a checklist of what's still missing.
- Organizer and questionnaire sendsTax organizers go out early and get followed up until they're complete.
- Extension trackingExtended returns are tracked with reminders for you and the client before the final deadline.
- Monthly close remindersBookkeeping clients are nudged for bank statements and receipts each month.
- IRS notice intakeClients who get a notice can send it in and get a booked review, instead of panicking by phone.
- Quarterly estimate reminders with amountsClients get a reminder before each estimated payment, with the amount you set and how to pay.
- Payroll and sales tax deadline alertsBusiness clients get reminders before payroll filings and sales tax returns are due.
- Prior-year comparison checklistsEach client's checklist is built from last year's return, so missing forms are spotted early.
- E-signature and 8879 follow-upUnsigned e-file authorizations get reminders, so finished returns get filed on time.
Plus the everyday essentials
- Missed-call text-backDuring tax season, missed callers get a text and a booking link.
- Consult bookingProspects book an intro call without email back-and-forth.
- Appointment remindersClients get reminders before review meetings and signing appointments.
- Invoice remindersUnpaid fees get polite reminders after the return is filed.
- Inbox sortingClient emails are sorted by urgency and deadline, so nothing gets buried in April.
- Review requestsAfter tax season wraps, clients get a review ask.
- Referral asksClients are invited to refer business owners and friends.
- Weekly status reportSee returns in progress, missing documents, extensions and unpaid invoices.
You approve every message before it goes live. Automatic texts only use templates you signed off on, and one-off replies wait for your OK.
Try it · Interactive demo
See it work for a business like yours
What this saves you: New-client inquiries get a quick reply and a booking link, even in tax season.
Sample demo for an example company. Sample ranges are not Blueprint Pilot pricing; your own price book is used. In this demo, booking links open our free 30-minute Automation Blueprint call.
The starter package
Missed-call text-back plus review requests. Every missed caller gets an instant text with your booking link, and every customer gets a well-timed review ask after the job. Set up in 7 days or less once we have your info. Texting turns on after carrier (10DLC) approval. The care plan is optional.
Missed-revenue calculator
What are missed calls costing your accounting business?
Plug in your own numbers. It's a rough estimate, not a promise.
From the customer’s side
“I’m a real estate investor and I call a lot of businesses. If I call and nobody answers, I’m onto the next call. But if I know the company will call me back, or their website makes the service and price look outstanding, I’ll wait for their call.”
Picking up is always best. When you can’t, an instant text-back is the backup that keeps that caller from moving on.
Premium option
Want your own AI team?
Beyond the automations above, we can set up a full team of AI bots for your business: a coordinator bot plus specialists for ads, social, reviews, inbox, books and booking. It runs in your own Grok Bot team, which you own, and we set it up and keep it tuned on a care plan.
Sound familiar?
Common problems for accountants and bookkeepers
- Tax season crunch and document chasing
- Clients who send documents late or in pieces
- Small business clients needing quarterly reminders
- Inquiries that come in while the team is buried in returns
- Engagement letters and signatures that stall
Nationwide
Accountants and bookkeepers near you
We set up automations for accountants and bookkeepers anywhere in the U.S. Setup is done remotely, so your location doesn’t matter. We’re based in the Phoenix area, and these local pages show how it looks for accountants and bookkeepers in one market: Phoenix · Mesa · Chandler · Scottsdale · Gilbert · Tempe · Glendale · Peoria.
See all locations.
Watch it happen
We build your site, then switch on the automations
First the website goes up, on desktop and phone. Then the bots connect: new leads get an instant text, bookings land on your calendar, review requests go out and you get notified.
Website builds include your first year of hosting, your domain and business email (forwarding or a basic mailbox). After year one, they roll into your monthly care plan. Your domain is registered in your name, so you own it. Google Workspace mailboxes are available as an add-on.
Already have a site? Keep it. We add a chat assistant, a sticky Book now button, missed-call text-back, lead routing to your phone and review requests on top of what you have.
Sample companies for illustration only.
Website that works for you
No website? We build one.
If you don't have a site, or yours doesn't bring in calls, we build a fast, mobile-friendly one with booking, quote requests and the bots above built in. It runs on the same low-cost setup we use ourselves, and it's in your name: your domain, your accounts. You own it. We hand you the keys.
Your first year of hosting, your domain and business email (forwarding or a basic mailbox) are included with the build. After year one, they roll into your monthly care plan, which also covers changes and upkeep. Google Workspace mailboxes are available as an add-on. Quoted after a short call.
Your first step
Free 30-minute Automation Blueprint call
- The bots that would save you the most time
- A rough plan for what to build first
- A quote after the call