Super Intelligence (SI) automation for accounting and bookkeeping firms
Give your team hours back every week, from document collection during tax season to instant answers for clients day and night, all connected to Karbon, TaxDome or Canopy.
- Following up on client documents
83 - Answering status emails
41.5 - Sending engagement letters
20.5 - Invoicing and payment reminders
31 - Screening new prospects
20.5 - Reviewing returns6
Where SI saves time
Typical weekly time savings for accountants.
- Following up on client documents
83 hrs a week - Answering status emails
41.5 hrs a week - Sending engagement letters
20.5 hrs a week - Invoicing and payment reminders
31 hr a week - Screening new prospects
20.5 hrs a week
What we build for accountants
SI chatbots for accounting and bookkeeping firms
Website, text and social chat that answers questions, qualifies leads and books appointments around the clock.
SI receptionist for accounting and bookkeeping firms
A voice agent that answers when your team is busy, books appointments, and follows up by text in seconds.
Lead follow-up for accounting and bookkeeping firms
Instant, personal replies and well-timed follow-up for every lead from every source.
CRM automation for accounting and bookkeeping firms
A pipeline that updates itself: records, tasks, stage changes and clean-up handled automatically.
Appointment booking and reminders for accounting and bookkeeping firms
Online booking, smart reminders, intake forms and waitlist refills that keep your calendar full.
Workflow automation for accounting and bookkeeping firms
Your tools connected and automated end to end, with SI steps that read, sort and draft.
Also available
Ground rules
Client financial documents travel through your existing secure portal. The automation sends requests and reminders, never the files themselves.
Playbooks that fit
Instant text-back
Every caller gets a personal text within seconds, so the conversation keeps going even when your team is busy.
Five-minute lead response
Be the first business to reply, every time, with a helpful, personal response in under a minute.
Full-calendar reminders
Smart reminders and instant waitlist refills keep every slot on your calendar full.
Questions
Will it work with Karbon, TaxDome or Canopy?
In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly. If not, we use email parsing or a synced calendar. We confirm this in the free audit before you pay anything.
What do accountants usually automate first?
Most start with whatever wins revenue fastest, usually instant replies and after-hours call answering for new clients, then move to document collection during tax season.
How is our data handled?
Client financial documents travel through your existing secure portal. The automation sends requests and reminders, never the files themselves.
See what accountants can automate
Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.