Every system is scoped to your specific needs, so pricing varies. Most engagements start in the low four figures for a single automation system. The automation audit is free.

Will this integrate with our existing software stack?

Yes. We build on platforms that connect to 500+ tools out of the box - Google Workspace, Salesforce, HubSpot, Clio, Dentrix, Follow Up Boss, and most industry-specific software.

How do you protect our sensitive data?

All data flows through encrypted connections. We follow the principle of least privilege - every integration only accesses the minimum data it needs to function.

Will this replace our employees?

No. Automation handles the repetitive tasks your team shouldn't be doing in the first place. Your people stay focused on work that requires judgment, relationships, and expertise.

What happens when something breaks?

We monitor your systems continuously. If something breaks, we're on it before you notice. Every build includes error handling, fallback logic, and alerting.

Automate the Chaos of Client Work and Follow-Ups.

Tax season should not be a fire drill every year. We build AI systems that handle document collection, client onboarding, and invoice follow-ups - so your CPAs focus on advisory work that commands premium fees.

Get Your Automation Audit See How It Works

Save 6+ Hours Per WeekCollect Documents FasterLive in 14 Days

The Tax Season Crunch

Every hour chasing documents is an hour not spent on billable work. The chaos compounds as deadlines approach.

Document Chase

Staff sends endless reminders for missing tax documents

Onboarding Friction

New client setup takes hours of back-and-forth emails

Engagement Letters

Same documents recreated manually for each client

Invoice Follow-Up

Outstanding invoices pile up, collections delayed

Systems That Run Without You

Three automation systems designed specifically for accounting firms. Each one runs hands-off.

Automated Document Collection

Sends personalized document request lists, tracks what has been received, sends escalating reminders, and organizes everything in your document management system.

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Client Onboarding & Scheduling

Handles new client intake forms, generates engagement letters from templates, schedules meetings based on staff availability, and creates client records in your practice software.

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Invoice & Review Collection

Sends automated payment reminders for outstanding invoices, triggers review requests after tax filing, and re-engages clients for quarterly planning sessions.

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Before vs. After Automation

Before Automation

After Automation

Staff manually emails document checklists to each client

Personalized checklists sent automatically with smart reminders

Engagement letters created from scratch each time

AI generates letters from templates, staff reviews and sends

Multiple emails to schedule one tax planning meeting

Clients self-book based on real-time staff availability

Outstanding invoices followed up on inconsistently

Automated reminder sequences until payment received

Review requests sent manually after busy season (if at all)

Every completed return triggers a review request

Projected ROI for a 4-CPA Firm

Hours Saved Per Week

40%

Faster Document Collection

More Client Reviews

Estimates based on a firm with 4 CPAs and typical client volume. Your results may vary.

Questions Accounting Firms Ask

Accounting firm pricing

Firms doing 50+ returns/year start on Growth for client intake and document collection automation. Scale tier adds content for tax season campaigns.

Starter

$99/mo + HST

Pick one automation and let it run. Perfect if you want to prove ROI on a single process before expanding.

1 core automation (your choice)
Initial build + deployment
Monthly check-in email with metrics
Email support (48hr response)

Start with Starter

Popular

Growth

$249/mo + HST

Two to three connected automations plus monthly reporting. This is where most small businesses get their real ROI.

Up to 3 core automations
Integrated with your existing tools
Monthly performance report (PDF)
Priority email support (24hr response)

Choose Growth

Scale

$599/mo + HST

Everything in Growth plus a content engine, reputation management, and deeper reporting.

Unlimited core automations
AI-powered content engine (4 posts/mo)
Google review request + response drafting
Weekly metrics dashboard

Scale with us

Compare all tiers

Ready to Make Tax Season Less Chaotic?

Book a free automation audit. We will map your client workflow, identify bottlenecks, and show you exactly where AI can help your firm run smoother year-round.

Get Your Automation Audit

Free 30-minute consultation. No commitment required.