The chaos around your practice.
Automated.

Multi-channel document collection engine. Sends client-specific checklists per engagement, follows up via email + SMS + portal simultaneously, escalates as filing deadlines approach. Doesn't stop until every document arrives.

Sends proactive status updates to clients before they email asking. Knows which returns are in progress, waiting on docs, under review, or filed — and tells each client in plain English without staff touching it.

Tells every client their specific missing items in conversational English — via SMS, email, or WhatsApp — before they call to ask. Never sends a generic template. Knows exactly what's missing per client per engagement.

Every client, every entity type, every jurisdiction — federal, state, local — monitored 24/7. Clients reminded proactively. Staff alerted when missing docs jeopardize a filing. Extension alerts fire 30 days out. Nothing Drake or Lacerte does outbound.

Real-time view of who is over or under capacity by engagement — not just hours logged. Karbon tracks tasks, not capacity intelligence. Surfaces bottlenecks before they cause missed deadlines. Flags when one staff is drowning while another has bandwidth.

Identifies every client who needs an extension 30 days out — based on missing docs + deadline proximity — and alerts the right staff with the specific action required. Not a calendar reminder. An intelligent early warning system.

Annual reports, registered agent renewals, state franchise taxes, BOI filings — tracked across all client entities with proactive reminders. Drake and UltraTax track filing deadlines. They don't track entity compliance calendars.

Drafts email replies knowing your engagement letter terms, fee schedule, service scope, and client history. Not a template — contextual. Knows what you have and haven't agreed to for this specific client. Prevents accidental out-of-scope commitments.

Live view of every return's status: waiting on documents, in preparation, under review, filed, billed — across your entire practice in one screen. No more asking staff for updates. No more guessing which returns are behind.

New prospect converts → engagement letter generated in under 15 minutes using your templates, scope, fees, and terms pre-populated from the sales conversation. E-sign ready. Triggers automatically from your CRM when a deal is marked won.

24/7 monitoring across Google, Yelp, Facebook, LinkedIn, and BBB. New review detected within 1 hour. AI reply drafted in your exact voice — not a template. 1-click approve or auto-publish for 4★+. Root cause classification on every review.

3-star or below: instant SMS and email to the managing partner with the specific review, the client's history, and a recommended recovery action — phone call, fee adjustment, or in-person meeting. Alert arrives before the review spreads.

NPS survey sent automatically 7 days after every filing. Detractors (0–6) immediately alerted to the managing partner before they go to Google. Promoters (9–10) routed to a review request with one-tap Google link.

Triggers automatically at the moment of highest client satisfaction — when the return is filed and they just got good news. Personalized request with one-tap Google and LinkedIn review links. Satisfaction threshold checked first.

When a client sends a positive email or LinkedIn message, the agent responds warmly and asks: "Would you be willing to share that on Google? Here's the link." Converts existing praise into public reviews at the moment it was written.

Google Business Profile, Yelp, LinkedIn, and accounting directories kept current and consistent 24/7. Hours, services, phone, photos — monitored. New partner profiles created within 48 hours. Seasonal updates pushed simultaneously.

Monthly 1-pager auto-generated showing each client what you saved them, what penalties were avoided, what was filed, what's coming. Builds the case for fee increases before the client questions your invoice. Makes the invisible work visible.

Scores every client by chronic late payment, deadline non-compliance, scope creep frequency, and support volume relative to revenue. Surfaces who consumes 40% of your time but generates 10% of revenue.

Auto-publishes to LinkedIn (primary), Instagram, Facebook, and Google Business Profile — scheduled at peak engagement windows for professional services audiences. Zero manual posting. Content approved → published everywhere simultaneously.

"Can you help with my S-corp?" DMs on LinkedIn and Facebook replied to in under 2 minutes, qualified, and routed to your calendar. Social interest that evaporates in an unmonitored inbox now enters your pipeline automatically.

Publishes targeted content aimed at attorneys, financial advisors, bankers, and business brokers — "How to choose a CPA for your client's business sale" — warming referral relationships before any direct outreach.

When tax law changes — new IRS guidance, TCJA updates, state changes — the agent creates content explaining what it means for business owners and publishes it within 24 hours. You become the first CPA your followers hear it from.

Weekly posts to Google Business Profile — the most underused channel for CPA local SEO. Tax tips, service announcements, seasonal reminders posted consistently. Active GBP profiles rank higher in local search. Most CPA firms never post once.

Every new client inquiry — website form, phone, LinkedIn DM — responded to in under 60 seconds, 24/7. Qualifies the prospect, books a consultation, sends intake paperwork. After-hours inquiries captured and responded to before your competitor opens.

Prospects who inquired but didn't book: Day 2 soft check-in, Day 7 value-add content, Day 14 specific slot offer, Day 30 final touch. 20–30% conversion rate on leads that would otherwise go cold. Auto-stops the moment they book.

Manages 20 attorney, financial advisor, banker, and business broker referral relationships simultaneously — with structured nurture cadences, new capability announcements, and project updates. One active attorney = 3–8 new clients per year.

Any qualified prospect who goes silent for 48 hours triggers an SMS to the responsible staff with full lead context, last interaction, and recommended next action. Hot leads don't go cold while your team is heads-down in tax returns.

Handles all inbound calls 24/7 — books new client consultations, answers common questions, routes urgent matters, captures every after-hours call with zero voicemail backlog. The prospect who calls at 7pm gets booked before your competitor opens.

Detects when advisory calls, extra questions, or out-of-scope requests are happening and flags them for billing before the engagement closes. Monitors communication volume per client against their engagement scope. Makes the invisible work billable.

New engagement letter signed → retainer invoice automatically triggered and sent before any work begins. Combines e-sign confirmation with the payment request in one seamless flow. Eliminates the awkward billing conversation.

Handles 60–70% of routine client messages instantly — status questions, document confirmations, appointment requests, standard Q&A — across email, SMS, and client portal. Routes non-routine matters to the right person.

Weekly sweep: leads 90+ days inactive classified, archived, and removed from active follow-up queues. Your team focuses only on live opportunities — not dead leads from 2 years ago that clog the pipeline and create false confidence.

Graduated AR collection: Day 7 friendly reminder with pay link, Day 14 payment plan offer, Day 30 overdue notice from the partner's name, Day 45 escalation with full history. Recurring retainer clients billed automatically. DSO drops 40–60%.

Compares every payment received against your engagement letter rates. Flags individual underpayments and systematic patterns — clients who pay less than invoiced, service lines undercharged, scope creep never billed. Monthly underpayment recovery report.

Lapsed clients — used you once and disappeared — re-engaged with graduated sequences at 30, 60, and 90 days. Not a generic email. A specific, personal-sounding outreach from the partner's name that references their actual situation. 20% reactivation rate.

Identifies NPS 9–10 promoters and sends personalized referral prompts at the exact right moment — after filing, after a win, after a thank-you. Referred clients have 37% higher retention. Word-of-mouth, systematized.

Monitors every client for disengagement signals — hasn't logged into portal, missed deadline, reduced communication, mentioned a competitor — and flags to the partner before they leave. A proactive call saves a client. A goodbye email rarely does.

After every tax filing: "Here are three things we could do this year to reduce your 2025 liability significantly." A structured, personalized upsell sequence introducing tax planning, bookkeeping retainers, and advisory — at the moment the value is freshest.

Detects business events from client communications — new hire, revenue milestone, entity change, real estate purchase — and auto-flags the advisory opportunity. Client mentions "we just signed a commercial lease" → task created: "S-corp election opportunity."

Quarterly personalized check-ins for every client: Q1 estimated tax reminder, Q2 mid-year planning nudge, Q3 year-end prep, Q4 tax planning window. Each message references the client's specific situation — not a newsletter blast.

Identifies which compliance clients are ready to become advisory clients — before they ask. Surfaces the right clients for CFO services, tax planning, entity restructuring based on their financial patterns, business stage, and communication history. Makes advisory proactive.

Before every client meeting: a 1-page brief with recent financial activity, open items, last conversation summary, upcoming deadlines, and 3 specific advisory opportunities. Walk in knowing everything. Never scramble for context in the first 5 minutes.

Scores every client by predicted lifetime value — fees, referrals, advisory potential, retention probability — and surfaces which relationships deserve the most investment. Highest-LTV clients prioritized. Lowest-LTV clients flagged for repricing or exit.

Structured sequences introducing higher-margin services — CFO, fractional controller, tax planning retainer, business advisory — to clients currently using only compliance services. Timed to business events. Not a service menu email. A relevant, timed proposal.

Daily monitoring of your practice's operational health: engagement letters current, retainers collected, no overdue filings, no unanswered threads older than 24 hours, no staff at 130%+ capacity. Surfaces operational risks before they become complaints.