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CRM automation for accounting and bookkeeping firms

A CRM that keeps itself current, so your team can focus on customers. CRM automation set up for accounting and bookkeeping firms, connected to Karbon, TaxDome or Canopy, and run for a flat monthly fee.

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The time you get back

Typical weekly savings for accountants using Super Intelligence (SI) automation.

  • Following up on client documents8 3 hrs a week
  • Answering status emails4 1.5 hrs a week
  • Sending engagement letters2 0.5 hrs a week
  • Invoicing and payment reminders3 1 hr a week
  • Screening new prospects2 0.5 hrs a week

How it works

  1. We map how you actually work

    We turn your real process into pipeline stages in Karbon, TaxDome or Canopy, or recommend a CRM that fits better if needed.

  2. Data enters itself

    Forms, calls, chats and emails create and update records automatically, with the source attached.

  3. Tasks appear on their own

    Each stage change creates the next task with an owner and a due date.

  4. Milestones trigger the next step

    When the prospective client commits, requests for prior-year returns and access to their books go out without anyone having to remember.

  5. Clean-up runs nightly

    Duplicates are merged, and records missing key details are flagged for a quick fix.

At a glance

Typical time saved
4–8 hours a week
Time to launch
2–4 weeks
Connects to
Karbon, TaxDome or Canopy

A CRM is most valuable when it’s always current. We map your pipeline to how your team actually sells, then automate everything around it: contacts created from forms and calls, tasks assigned on stage changes, follow-ups scheduled, duplicates merged, and next steps triggered without anyone clicking a thing.

Ground rules

Client financial documents travel through your existing secure portal. The automation sends requests and reminders, never the files themselves.

We automate around your process; we don’t force a new one on you. If a step needs a person’s judgment, it becomes a task, not an automation.

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 it in the free audit before you pay anything.

We don’t have a CRM. Is that a problem?

No. We’ll recommend one that fits your size and budget, set it up, and import your existing contacts and spreadsheets.

Can you fix the CRM we already have?

Usually yes. Most rebuilds start with cleaning the data and simplifying the pipeline before any automation goes on top.

Related

More for accounting and bookkeeping firms

CRM automation in other industries

See where your week goes

Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.

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