CPA firm team at work
AI for Accounting & CPA Firms

Your clients are late.
Your inbox is full.
Tax season is coming.

The biggest problems in any CPA firm aren't accounting problems — they're capacity, workflow, and client management problems. mosAIQ handles the admin, the chasing, and the follow-up so your team can focus on the work that actually bills.

Start with Clockwork™ Diagnostic → See All Plans ↓
80%
of firms report severe
staffing shortages · AICPA
$27K
in doc-chase labor
per tax season
40–60%
DSO reduction with
BillFlow™
3×
ROI guarantee
or month 3 free
mosAIQ — CPA practice dashboard Live
Documents still outstanding
12 clients — chasing
AR over 30 days
$8,400 — collecting
Tax deadlines this week
3 filing — on track
Upsell opportunities found
6 clients — advisory ready
New inquiry responded to
2 min ago — booked
Live agent activity
DocChase™ sent doc request to Johnson LLC — 3 items still missing
just now
BillFlow™ payment reminder sent to Martinez Inc — invoice #1047
4 min ago
The Shield™ — new 2★ Google review detected, reply drafted for approval
18 min ago
Step 1 — Always first
Clockwork™ Diagnostic

Before any agent goes live — we map
exactly what's costing your firm money.

Clockwork™ is a forensic practice analysis: we go through your AR aging, document collection rates, billing history, missed follow-up, and staff time allocation. The output is a specific dollar figure — not an estimate — of what's leaking and which agents recover it first. Required before any plan starts.

Full Clockwork™ details →
CPA reviewing practice diagnostics
Average finding: $27K–$160K/yr in recoverable practice leakage
From doc-chase hours, AR float, missed upsell, and lapsed clients
$3,500–5,500
one-time · credited to retainer
14 days
diagnostic to first agent live
Must-have products

3 tools CPAs can't work without.

Available standalone or included inside their respective plans. Each solves one specific, quantified problem.

📋 DocChase™
Document Collection Engine
Ends the tax-season document chase. Every client, every engagement, every missing file — tracked and followed up automatically until it arrives.
$997/mo standalone
Included in Plan 3 · + $1,500 setup
  • Client-Specific Doc Request Agent — per-engagement checklists: tax, bookkeeping, payroll, advisory
  • Multi-Channel Follow-Up Agent — email, SMS, portal, escalation as deadline approaches
  • Staff Workload Alert Agent — flags which clients are bottlenecking your team
  • Deadline Urgency Escalation — tone changes as filing date gets closer, automatically
ROI: 5 staff × 2 hrs/day × 60 tax season days × $45/hr = $27,000 in doc-chase labor. DocChase™ recovers 70%+ of that.
💵 BillFlow™
AR & Invoice Automation
Graduated AR follow-up, recurring billing automation, payment links. Your clients pay faster — and you stop spending 2 hours a week chasing invoices.
$797/mo standalone
Included in Plan 2 · + $1,200 setup
  • Invoice Delivery + Payment Nudge — sent, confirmed, and followed up automatically
  • Recurring Billing Automation — monthly retainer clients billed without staff touching it
  • Payment Plan Offer Agent — day 14: offer a plan before it becomes a collection problem
  • AR Escalation Agent — day 30+ overdue: escalates to billing manager with full context
ROI: 10 clients × $2,000 avg invoice × 45-day terms = $20,000 float freed. DSO drops 40–60%. AR staff time eliminated entirely.
🧭 AdvisoryPath™
Advisory Revenue Engine
Identifies which compliance clients are ready to become advisory clients — before they ask. The highest-margin revenue expansion available to any CPA firm.
$1,497/mo standalone
Included in Plan 5 · + $2,000 setup
  • Pre-Meeting Intelligence Brief — everything about a client's situation before you walk into the meeting
  • Advisory Opportunity Identification — flags clients with business events that trigger planning needs
  • Service Tier Expansion Agent — structured sequences introducing CFO, planning, and advisory services
  • Practice Revenue Forecasting — rolling 90-day model of your advisory pipeline
ROI: Converting 5 tax-only clients to $500/mo advisory retainers = $30,000 new ARR. Advisory rates are 40–60% higher than compliance rates.
Plans & pricing

Six focused plans. Each one a complete system.

Every plan is its own standalone system — not cumulative. Pick the outcome you need most. Most firms start at Plan 1 or 2 and add plans as ROI is proven. No long-term contracts.

Plan 1
Always Open
Answer every call. Handle every message. No client lost to voicemail or an ignored email during tax season. 24/7.
$1,197/mo
+ $1,500 one-time setup
Get Started →
8 agents
  • The Answering Machine™ — 24/7 inbound calls, new client booking, after-hours routing, zero voicemail backlog
  • The Front Desk™ — email, SMS, portal: handles 60–70% of routine client messages instantly
  • Meeting Notes + Action Agent — client calls and reviews transcribed, actions assigned within 10 minutes
  • WhatsApp CRM Sync Agent — every client WhatsApp commitment logged to your practice system daily
  • Auto-Report Generator — weekly workload, AR, deadline summary delivered Monday 8am
  • Vendor + Supplier Follow-Up — software subscriptions, outsource partners, overdue deliverables tracked
  • Daily Morning Briefing Agent — outstanding client threads, overdue responses, this week's deadlines
  • CRM Contact Sync Agent — new client contacts auto-pushed, referral sources tracked
ROI: Admin 2 hrs/day on email × 22 days × $22/hr = $968/mo. Agent handles 70% → saves $678/mo. Plan cost: $1,197. Net positive within 60 days. Replaces 1–2 phone operators ($42K–$52K/yr).
Most Popular
Plan 2
Reputation Command
Protect your rating across every platform before you lose another new client to an unanswered review.
$1,897/mo
+ $2,500 one-time setup · BillFlow™ included
Get Started →
7 agents + BillFlow™
  • The Shield™ — 24/7 monitoring: Google, Yelp, Facebook. AI reply drafted in your voice within 1 hour
  • Crisis Alert Agent — 3-star or below: instant SMS to managing partner + recovery action recommended
  • The Pulse Check™ — NPS survey after every filing. Detractors caught before they go to Google. Promoters routed to review request
  • Post-Filing Review Request — automated Google + LinkedIn review prompt at peak satisfaction
  • Reputation Dashboard — competitor comparison in your market, sentiment heatmap, monthly exec summary
  • Social Listening Agent — firm mentions on LinkedIn, Reddit flagged within 2 hours
  • BillFlow™ AR Automation — invoice follow-up, payment nudges, recurring billing automation
ROI Snapshot: $5,000/mo community manager replaced. One prevented review crisis = 30 lost prospects avoided = $12,000 recovered. BillFlow™ standalone value: $797/mo — included here.
Plan 3
Client & Revenue Engine
DocChase™ ends the document chase. The First Contact™ captures every new inquiry. The Follow-Through™ closes the ones that go quiet.
$3,297/mo
+ $4,500 one-time setup · DocChase™ included
Get Started →
9 agents + DocChase™
  • DocChase™ — multi-channel document collection across all active engagements
  • The First Contact™ — new inquiry → booked consultation in under 60 seconds, 24/7
  • The Follow-Through™ — prospects who inquired but didn't book: 5-touch over 30 days, 20–30% conversion
  • The Connector™ — attorney + financial advisor referral generation + management (20 relationships)
  • Social DM Lead Intake — LinkedIn and email inquiries qualified in under 60 seconds
  • 12-Month Prospect Nurture — long-cycle prospects kept warm with monthly tax updates and planning content
  • Hot Lead Idle Alert — qualified prospect goes quiet 48 hrs → staff member briefed with next action
  • Engagement Letter + Contract Agent — new engagement → signed letter in 15 min, not 4 hrs
  • Pipeline Intelligence Report — weekly: open proposals, days in stage, stale leads, close probability
ROI: DocChase™ alone: $157,500/yr in returned billable capacity (5 staff). The Connector™: 20 referral relationships × 2 extra referrals/mo × $2,500 avg = $60K+ new annual revenue. Plan pays for itself from document collection alone.
Plan 4
Retain & Grow
Your best new clients are your existing ones. ClientPulse™ turns tax-only relationships into year-round retainers.
$4,497/mo
+ $6,000 one-time setup · ClientPulse™ included
Get Started →
8 agents + ClientPulse™
  • ClientPulse™ — year-round client touchpoints, life event upsell triggers, advisory introductions
  • The Retriever™ — lapsed client win-back at 30, 60, 90 days — people who already trusted you
  • The Ambassador™ — NPS 9–10 promoters identified and sent personalized referral prompts at the right moment
  • Churn Prediction Agent — client hasn't logged into portal, missed deadlines, reduced engagement — flagged before they leave
  • Post-Engagement Upsell Sequence — after every filing: "Now that we've done your taxes, here's what tax planning could save you next year"
  • Lapsed Client Win-Back Agent — graduated sequences at 30/60/90 days — not a discount, a specific pain point response
  • Staff Hiring Agent — job posting, screening, scheduling, structured onboarding. 23 hrs saved per hire · SHRM
  • Per-Staff Morning Briefing — each team member's personalized daily priorities before 9am
ROI: 20% reactivation on 50 lapsed clients × $2,500 avg annual value = $25,000 recovered. Converting 5 clients to $500/mo bookkeeping retainers = $30,000 new ARR from existing clients who already trust the firm.
Most Comprehensive
Plan 5
Practice Operations
AdvisoryPath™ identifies your next $30K in advisory revenue. DeadlineGuard™ means zero missed filings. Forecast & predict your practice growth.
$6,497/mo
+ $8,000 one-time setup · AdvisoryPath™ + DeadlineGuard™ included
Get Started →
10 agents + AdvisoryPath™ + DeadlineGuard™
  • AdvisoryPath™ — pre-meeting intelligence brief, advisory opportunity ID, service tier expansion
  • DeadlineGuard™ — every client, every entity type, every jurisdiction — compliance calendar managed 24/7
  • The Collector™ — HIPAA-grade AR collection: day 7 reminder, day 14 payment plan, day 30 overdue, day 45 escalation
  • The Auditor™ — compares every payment received against your engagement letter rates. Underpayments flagged and reported monthly
  • Client Support Triage Agent — peak season client messages classified: urgent, routine, advisory — routed to right person
  • Practice Revenue Forecasting — rolling 90-day model: advisory pipeline + retainer renewals + new prospects
  • Multi-Location / Partner Routing — multiple offices or partners: leads and alerts routed correctly automatically
  • Client LTV Engine — scores every client by lifetime value. Highest-value relationships prioritized for advisory outreach
  • Post-Engagement Onboarding — new client journey: welcome, portal setup, document checklist, first 90 days structured
  • Weekly Practice Recap Agent — every Friday: engagements completed, AR movement, new clients, advisory pipeline
ROI: AdvisoryPath™ alone: 80% advisory revenue increase documented (CPA Trendlines). Advisory rates 40–60% higher than compliance. If advisory goes from 10% to 25% of firm revenue on $500K — that's $75,000 new annual revenue.
Add to any plan
The Broadcaster™
Social Engine
Build a client audience that finds you — without paying an agency $5,000/mo to do it.
$2,197/mo
+ $2,500 one-time setup · standalone or add-on
Add On →
8 agents · LinkedIn-first
  • Content Intelligence Engine — what business owners in your area are searching: tax changes, entity questions, planning topics
  • Accounting Content Creation — weekly LinkedIn posts, carousels, tax tip videos in your voice — trained before first post
  • Publishing + Distribution — LinkedIn, Instagram, Facebook, Google Business Profile — auto-posted at peak engagement
  • DM + Comment Conversion — "Can you help with my S-corp?" DMs routed to calendar. Social interest enters your pipeline
  • The Mapmaker™ — Google Business Profile, Yelp, LinkedIn, directories kept current and consistent 24/7
  • B2B Referral Content Agent — posts targeting attorneys, financial advisors, bankers — warms referral channel before outreach
  • Review Amplification Agent — positive DMs trigger "Share on Google?" with direct link at peak satisfaction
  • Monthly Analytics Agent — content-to-inquiry rate, DM conversions, best content type — all tied to booked consultations
ROI Snapshot: Replaces $3,500–$10,000/mo agency. Audience compounds every month — value grows while cost stays flat. First 30 posts pre-built in your voice before go-live.
✓ 3× ROI guarantee or month 3 free
✓ Live in 14 days
✓ Month-to-month · no lock-in
✓ Integrates with QBO, Xero, Karbon, TaxDome, Canopy
✓ Setup credited toward first 3 months
CPA Partner Program
Already have 50+ SMB clients?
Turn them into perpetual referral revenue.
Refer your SMB clients to mosAIQ — earn a perpetual % of every retainer for the life of that client. PaymentEvolution's 20,000+ Canadian businesses and their accountant channel are already inside this program.
Explore Partner Program →

Your practice is already
doing the work.
Stop losing the revenue.

Start with Clockwork™ — 30 minutes and we'll tell you exactly what's leaking and which plan recovers it fastest. With your real numbers, not industry averages.

Book Free Clockwork™ Call → See All 64+ Agents
✓ 3× ROI guarantee
✓ Live in 14 days
✓ No long-term contracts
✓ Setup credited to retainer