Tax & Accounting Practice OS
A voice-first, single-pane practice OS for CPA and bookkeeping firms that compresses lead-to-engagement-letter from weeks to days. Replaces the patchwork of CRM, proposal tool, transcription, and Excel master sheets while leaving the firm's accounting stack untouched.
The Problem
Onboarding from first contact to signed engagement letter takes over a week
Inbound is mostly email, manually triaged; partner meetings take days to book
A long intake questionnaire kills conversion
CRM, proposal tool, practice management software, and an Excel master sheet each hold a partial copy of client truth
Zapier glue between systems fails silently with no one on staff able to debug
Inbound calls land with an admin; SMS-preferring clients have no texting channel
The Solution
Custom tax-and-accounting CRM template (Clients, Engagement Letters, Pipeline, Tasks, Calls, Email, Calendar, Financials, Campaigns)
Encrypted client schema for fiscal year-end, GST/PST registrations, business number, payroll cycle, services subscribed
Onboarding pipeline with per-stage SLAs and automated stall nudges
Short public scoping form with auto-reply and embedded calendar booking
Shared-inbox parser that auto-creates client records and threads emails
AI voice agent on the firm's main line with partner-approved answer playbook
Inbound SMS with AI reply suggestions on the same number
Engagement-letter builder with dual-party e-signature
Native invoicing module with payment-plan support
AI CoPilot for email drafting, case summaries, and next-best-action
Microsoft Teams transcript ingestion to replace dedicated transcription tools
Integrations
These are systems we have already integrated. If your stack uses a different tool in the same category, we scope it during discovery.
Or comparable:Xero, Sage, Wave, FreshBooks
Or comparable:Canopy, Jetpack Workflow, TaxDome
Or comparable:Google Workspace
Or comparable:DocuSign, PandaDoc, Adobe Sign
Or comparable:Square, Moneris
Don't see your tool? We can scope custom integrations during discovery. If your platform has an API or webhook layer, we can connect it.
Phased Rollout
Timing is tailored to your scope and tooling. We confirm duration in the discovery call.
Foundation
Onboarding Engine
AI & Automation Layer
Cutover & Migration
Outcomes
Cut lead-to-signed engagement letter from weeks to under a week
Retire multiple vendor subscriptions on cutover (CRM, proposal tool, transcription)
Eliminate spreadsheet risk with a queryable schema and full audit trail
One client record holding email, SMS, calls, transcripts, invoices, tasks, signed letters
SMS-preferring clients gain a native texting channel without a new number
