The crew
🦊 Intake & Sales Agent
Answers questions, qualifies the prospect, handles objections and books the consult, at any hour.
📎 Document Chaser
Sends the right checklist, tracks what's missing and nudges politely until it's in the portal.
⏰ Deadline Agent
Reminds every client before estimates, extensions and filing dates, in batches.
🧮 Calculator Agent
Runs quick, labeled estimates like quarterly payments or payroll costs during the conversation.
🔁 Follow-Up Agent
Wakes up stalled leads and proposals with personal messages, so nothing quietly dies.
⭐ Reputation Agent
Asks happy clients for reviews after a return is filed or a cleanup wraps up.
How they connect
| Trigger | Agent action |
|---|---|
| New chat at 11 p.m. | Qualify → book → create CRM record → send brief to the accountant |
| Engagement letter signed | Send document checklist and portal invite |
| Documents missing 5 days | Friendly reminder by text, then email |
| Quarterly estimate in 10 days | Reminder with the client's amount from the projection |
| Return filed | Thank-you, review request, and invite to a planning call |
Estimate the hours you'd get back
Where the profession is headed
Accounting industry outlooks for 2026 describe agentic AI moving from experiments to everyday operations, with firms automating intake, preparation and admin so people can focus on advice. The firms that reach prospects first, at the moment they're searching, will win the next decade of clients.
Common questions
Will AI agents replace our staff?
They replace the repetitive parts of the job: answering the same questions, chasing documents and sending reminders. Staff time shifts to review and advisory work clients pay more for.
Can an AI agent give tax advice to clients?
It shouldn't. Agents work from an approved knowledge base, gather information and route anything that needs judgment to a licensed professional.
How long does setup take?
A basic intake and booking agent can be live quickly once the knowledge base and calendar are connected. Deeper workflows are added in stages.