Our AI Assistant provides continuous coverage, ensuring no inbound lead or urgent client query is ever missed, even after hours or during busy season. The AI is trained to understand financial terminology, answer common questions about services and pricing, and provide professional engagement.

Immediately sends an automated, personalized text message to any prospective client whose call goes unanswered. This ensures your firm recaptures interested leads instantly, turning a missed opportunity into a scheduled follow-up or booked consultation.

Routes qualified, complex calls from the AI Assistant directly to the appropriate CPA or Partner based on the client's needs (e.g., routing a tax query to the tax expert, or a bookkeeping query to the relevant team member). Ensures swift resolution and professional handoff.

Centralizes all direct messages from LinkedIn, Facebook, and other social channels into your unified dashboard. The system automatically responds to initial outreach, qualifies the lead, and assigns the conversation to your marketing or sales team for human follow-up.

Optimizes your firm's online visibility where local clients search most. This includes claiming and optimizing your Google Business Profile, ensuring NAP (Name, Address, Phone) consistency across directories, and generating foundational local citations to rank higher for searches like "CPA firm near me."

A high-conversion website framework integrated directly with your lead management system. The site is optimized to showcase your firm's expertise, clearly feature your services, and funnel visitors toward clear Calls-to-Action (CTAs) like "Schedule Tax Consultation" or "Get a Bookkeeping Quote."

Fully automates the scheduling process for client consultations and lead discovery calls. The system manages your partners' calendars in real-time, sends automated reminders to reduce no-shows, and ensures the AI Receptionist can book appointments around the clock.

A centralized system that automatically captures, scores, nurtures, and tracks every prospective client through your sales pipeline stages (e.g., Lead > Qualified > Proposal Sent > Engaged). It triggers automated follow-ups based on lead behavior.

Provides transparent, real-time data on the performance of your entire front office. Reports include call volume, lead source effectiveness, conversion rates from your website, and lead-to-engagement closing metrics, allowing your firm to make data-driven decisions on marketing spend.

Maximizes social proof and trust. Automatically triggers a personalized request for a 5-star review via SMS or email immediately after a successful service delivery or engagement closure (e.g., a finished audit or tax preparation).

Centralized Google Business Profile (GBP) management. Monitors all incoming Google reviews, organizes them in a central dashboard, and facilitates swift, professional responses, ensuring a healthy and responsive online reputation.

Recovers lost revenue from past clients. Automatically identifies former clients who haven't engaged in a specified period and sends personalized, reactivation-focused campaigns (e.g., offering a "2025 Tax Planning Check-up") to bring them back on the books.