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📑 · Accounting & tax

Prospects and clients wait while season peaks.

Firms lose engagements when intake calls go unanswered, emails stack, and document follow-ups stall. After setup, booking, mail, and pipeline agents can help your team keep up year-round.

Setup $299 Agents $99/mo All-In $1,200/mo
Setup starts after purchase. We set this up for you after you buy; nothing runs for your business until setup is complete. Texting starts only after carrier registration and customer consent, and anyone can reply STOP to opt out. Our AI phone agent tells callers they are speaking with an AI assistant and answers calls to your business; it does not make cold outbound calls.
Free Strategy Session Start All-In — $1,200/mo + $299 setup

If we can't start your setup within 30 days of purchase, you can cancel for a full refund of everything you've paid.

Agents that map to your leaks

Start where accounting & tax loses demand

Highlighted agents for this vertical. Every agent is $99/mo. Or take All-In: all sixteen agents plus a branded client app we build for you after purchase.

SPARK Voice After setup, an AI phone receptionist that can answer in your business name, say it's an AI, and send your team a summary. $99/mo MAIL Email After setup, it can draft replies, send follow-ups, and hand off clean summaries so email is easier to keep up with. $99/mo BOOK Booking After setup, online booking and calendar help for businesses that want self-serve appointments. $99/mo FUEL Text (SMS suite) After setup, one text agent for follow-ups to people who opted in. Texting starts after carrier registration; reply STOP to opt out. $99/mo PIPE Pipeline / CRM assists After setup, a simple pipeline view that can track estimates and open jobs and prompt the next step. $99/mo LEDGER Invoicing / payment follow-up After setup, it can send polite follow-ups on unpaid invoices in your business name. $99/mo SIGNAL Watch / LeadWatch After setup, it can watch your web forms and inbox and flag inquiries that need a reply. $99/mo SCORE Scorecard / reporting After setup, a plain-English scorecard of calls, texts, jobs, and payment follow-ups from your connected agents. $99/mo
Free Strategy Session Start All-In All 16 agents Email us

If we can't start your setup within 30 days of purchase, you can cancel for a full refund of everything you've paid.

Ready for accounting & tax?

Book a free 30-minute Strategy Session, start All-In, or email us. Same pricing on every page. No outcome guarantees — just coverage and follow-up once set up.

Book your free session Start All-In — $1,200/mo + $299 setup

If we can't start your setup within 30 days of purchase, you can cancel for a full refund of everything you've paid.