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Bill More HoursChase Fewer Leads

Every hour you spend on marketing is an hour you cannot bill. AI agents handle the calls, follow-up, posts, ads, and search work for your practice, trained on your services and your compliance rules, at roughly 1/10th the cost of an agency.

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Your time back

Billable

Marketing admin is unbillable. Hand it to agents and keep your hours on returns, advisory, and close work.

Busy season

24/7

Enquiries arrive at 9pm in March. Agents answer, qualify, and book the intake call while your team sleeps.

Agency cost

1/10th

A predictable line item instead of a retainer. Spend the difference on staff, software, or your own practice.

You approve

Every post

Agents draft; you sign off. Nothing about fees, refunds, or tax outcomes goes public without your review.

Your stack

200+

Works across QuickBooks, your CRM, spreadsheets, and your website, so client admin stops living in your inbox.

Practice growth without a partner's week

Most firms grow on referrals until referrals go quiet. Your agents keep a steady presence between tax seasons: answering enquiries, following up on proposals, publishing the deadline reminders clients actually read, and keeping your firm visible when someone searches for an accountant nearby.

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01 / 10Intake

Answers when busy season does not

Phone Agent

Takes the call, asks entity type, filing status, and deadline, then books the intake meeting.

Built for firms where a missed March call is a lost annual client.

02 / 10Proposals

Follows up so you do not have to

Inbound Setter Agent

Chases unsigned engagement letters and quiet proposals until you get a yes or a no.

Most proposals die from silence, not from price.

03 / 10Authority

Turns expertise into visible proof

Social Media Agent

Writes deadline reminders, rule-change explainers, and tax tips in your firm's voice for your approval.

Clients pick the accountant who already answered their question.

04 / 10Search

Owns the searches that end in a fee

SEO Agent

Targets terms like small business accountant and corporate tax filing, then improves the pages behind them.

Steady compounding work that keeps paying between seasons.

05 / 10Deadlines

Shows up at filing panic time

Google Ads Agent

Runs and watches search ads around deadlines, spotting wasted spend on tyre-kicker keywords.

Useful when a single new client covers months of ad budget.

06 / 10Local demand

Keeps your firm in front of owners

Facebook Ads Agent

Runs Meta ads and lead forms aimed at local business owners and self-employed filers.

A steady helper for bookkeeping and payroll offers that need volume.

07 / 10Niche

Finds the rooms your niche lives in

Reddit Ads Agent

Shapes native ads for communities of founders, freelancers, landlords, and crypto filers.

Worth it when your speciality is narrow and worth finding.

08 / 10Trust

Makes the local profile look staffed

GBP Agent

Keeps hours, services, seasonal posts, and review replies current on your Google profile.

People hand over their finances to firms that look active and answered.

09 / 10Practice admin · Additional setup

Not included in the general agent pack. Additional setup and business-fit approval are required.

If you can click it, it can be trained

VA Killer

Automates QuickBooks, spreadsheets, CRM updates, and the repeatable click-work of client onboarding.

10 / 10Advisory · Additional setup

Not included in the general agent pack. Additional setup and business-fit approval are required.

Reaches the accounts worth a retainer

Outbound Agent

Approaches higher-value businesses for advisory, CFO, and year-round retainer work.

Staff your firm with agents

Hire AgentsFor The WorkOff The Billing Sheet

Pick the jobs that never make it onto an invoice. Your agents run intake calls, proposal follow-up, seasonal content, ads, and local search while your team stays on client work.

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Phone Agent

Takes the call, asks entity type, filing status, and deadline, then books the intake meeting.

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01/10
Phone Agent
A full front office for your firm

Your website, ads, search presence, social proof, intake calls, and follow-up finally work as one. No agency retainer, no missed March calls, no proposal going cold because nobody chased it. Built for accountants, bookkeepers, CPAs, tax preparers, and financial advisors who want a fuller book without giving up billable hours.

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