Finance

Still Manually Running Your Tax & Accounting Firm?

Automation isn’t optional anymore. It’s survival. If you’re still manually chasing clients, sending emails, or confirming appointments, you’re leaving revenue on the table every single day.

4.9

(1,049)

Discover Automation Features

Save 20+ Hours/Week

Automate invoicing, client reminders & document sync with no errors.

Secure Data Handling

Compliant with ATO & ISO standards. End-to-end encryption built-in.

Integrated CRM

Track clients, appointments, billing — all in one dashboard.

How AI Revolutionizes Tax Workflows

See exactly how automation transforms core accounting processes

Automated Lead Generation Funnels

Bring in new clients with targeted tax season campaigns.

Targeted funnels for tax season campaigns

Facebook/Google ad integration with CRM

Lead capture via landing pages and chat widgets

Easy Client Management

Keep all your leads and clients in one place, organized and updated.

Centralized client database with lifecycle tracking

Pipeline stages for consultations, document collection, and filings

Automated reminders and follow-ups

Automatic Follow-Ups

Send reminders and updates without lifting a finger.

Automatically send personalised follow-ups via SMS, email, and voicemail

Set up customised drip campaigns that trigger based on user actions—missed calls, unopened emails, or scheduled appointments

Enable real-time, AI-powered responses to incoming replies boosting clients satisfaction.

Document Collection Flows

Guide clients to upload W2s, 1099s, and forms automatically.

Secure upload links for W2s, 1099s, and ID proof

Pre-set email and SMS prompts for missing documents

Track who has submitted and who still needs to

Powerful Features for Modern Tax Professionals

CRM With Automation

Keep client data organized and accessible. Automate routine tasks and follow-ups.

Voice AI

Provide instant responses to common queries 24/7, improving client satisfaction.

Social Planner

CRM social planner schedules posts, manages comments, automates social engagement.

Email and Appointment Automation

Never miss a follow-up with automated email sequences and appointment reminders.

Reputation Management

Automatically collect and manage client feedback and testimonials.

Chatbots

CRM AI chatbot automates tasks, manages leads, and answers queries.

See Automation in Action

Streamline your workflow with 95%+ automated lead capture and follow-up accuracy

Stay compliant and ahead of deadlines with real-time monitoring and reminders

AI Assistant

Automated Analysis of Client Pipelines & Campaigns

Detected 4 missed appointment follow-ups in last week’s pipeline

Recovered $3,200 in unclaimed leads with auto-responder sequences

Workflow alert – SMS reminders not reaching 5% of clients

Manual vs Automated Processing

Traditional Process

4-6 hours per client monthly

Reactive compliance checks

Manual data entry errors

AI-Powered Flow

45 min- 60 min / client monthly

Automated data validation

Proactive risk detection

What Our Top Tax Professionals Says

"The automation reduced our tax preparation time by 65% while cutting errors by 92%. We've onboarded 40% more clients without adding staff."

2,150+ hours saved annually

38% revenue growth first year

Sarah Johnson,
Managing Partner

"Caught 17 compliance risks before filing deadlines last quarter. The AI audit trail reduced our review meetings by 80% while improving accuracy."

1,150+ hours saved annually

29% revenue growth first year

Michael Chen,
Tax Director

Book Your Free Strategy Session

Leave your number below and we’ll reach out to schedule a quick walkthrough tailored to your firm.

Frequently Asked Questions

We streamline bookkeeping, tax filing, and financial reporting through smart automation. Save time, reduce errors, and stay compliant—without the manual hassle.

How does automation improve tax and accounting services?

Automation reduces manual entry, minimizes human error, and speeds up processes like data reconciliation, tax filing, and financial reporting. This leads to more accurate results and faster turnaround times.

Is my financial data secure with automated systems?

Yes. Automated platforms use encryption, multi-factor authentication, and secure cloud storage to protect sensitive financial information. Regular audits and compliance with industry standards further ensure data safety.

Can automation handle complex or custom accounting needs?

Yes, automated systems can be tailored to manage advanced scenarios like multi-entity consolidation, recurring journal entries, and industry-specific tax rules. Human oversight is still part of the process for edge cases.

Transforming tax practices with intelligent automation solutions.