Tax & Accounting use case
Tax & Accounting Practice OS
We stand up and run a voice-first, single-pane practice OS for CPA and bookkeeping firms, compressing lead-to-signed-engagement-letter from weeks to days. It replaces the patchwork of CRM, proposal tool, transcription, and spreadsheet master sheets while leaving the firm's accounting stack exactly where it is.
What we heard
The problem
The patterns we hear before a build starts. Each one is a place revenue leaks while the team works around it by hand.
Onboarding from first contact to signed engagement letter drags past a week
Inbound is mostly email, triaged by hand, and partner meetings take days to land
A long intake questionnaire quietly kills conversion
CRM, proposal tool, practice software, and a spreadsheet each hold a partial copy of the truth
Glue between systems fails silently, and no one on staff can debug it
Calls land with an admin, and clients who prefer to text have no channel to do it
What we build and run
The solution
The engine we stand up and then operate. Everything below shares one customer record, so the whole business reads from one truth.
A custom tax-and-accounting CRM template covering Clients, Engagement Letters, Pipeline, Tasks, Calls, Email, Calendar, Financials, and Campaigns
An encrypted client schema for fiscal year-end, registrations, business number, billing cycle, and services subscribed
An onboarding pipeline with per-stage targets and automated nudges when a file stalls
A short public scoping form with auto-reply and built-in calendar booking
A shared-inbox parser that auto-creates client records and threads the email
An AI voice receptionist on the firm's main line with a partner-approved answer playbook
Inbound text with AI reply suggestions on the same number
An engagement-letter builder with dual-party e-signature built in
Native invoicing with payment-plan support
An AI CoPilot for email drafting, file summaries, and next-best-action
Meeting-transcript ingestion that retires the standalone transcription tool
Open stack
Integrations
These are capabilities the engine runs. If your stack uses a different tool in the same category, we scope it during discovery.
Cloud accounting sync
Money rails
How it meets your stack:Keeps invoices and payments in step with the accounting ledger you already keep
Practice-management connection
Workflow systems
How it meets your stack:Bridges to the practice software your team works in today
Email, calendar, and transcripts
Communications
How it meets your stack:Two-way inbox and calendar on your existing business mail provider
Dual-party e-signature
Documents
How it meets your stack:Built in, so the separate signing subscription goes away
Card and bank payment processing
Money rails
How it meets your stack:Connect your own merchant account and get paid in-platform
Do not see your tool? We scope custom integrations during discovery. If your platform has an API or webhook layer, we can connect it.
How we deliver
Phased rollout
We ship in phases, not in one risky drop. Timing is tailored to your scope and tooling, and we confirm it in the discovery call.
Foundation
Onboarding Engine
AI & Automation Layer
Cutover & Migration
Why it works
Outcomes
What the engine delivers once it is running. No fabricated stats, just the work that stops being manual.
Lead-to-signed engagement letter cut from weeks to under a week
Several vendor subscriptions retired at cutover, including the CRM, proposal tool, and transcription
Spreadsheet risk eliminated with a queryable schema and a full audit trail
One client record holding email, text, calls, transcripts, invoices, tasks, and signed letters
Clients who prefer text gain a native channel without the firm changing its number
Want something built and run like this?
Every build is scoped to your stack, your processes, and your team. Book a discovery call and we will map exactly how we would build and run it for your business.
Built in Canada. Every engagement scoped to your business.
One platform for the work you
keep paying six tools to do.
Book a discovery call and we will map exactly how we would build and run it for your business. No sales gauntlet, no obligation.
Built in Canada. Every engagement scoped to your business.