📑 · Accounting & tax

Prospects and clients wait while season peaks.

Firms lose engagements when intake calls go unanswered, emails stack, and document follow-ups stall. Agents keep booking, mail, and pipeline clean year-round.

Setup $299 Agents $99/mo All-In $1,200/mo

Strategy Session — $149 Start All-In — $1,200/mo + $299 setup

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 for the full sixteen + branded app.

SPARK Voice Phone receptionist that answers in your name and texts your team a clean summary. $99/mo MAIL Email Keeps your inbox moving — replies, follow-ups, and clean handoffs so email does not pile up. $99/mo BOOK Booking Online booking and calendar assists for businesses that want self-serve appointments. $99/mo FUEL Text (SMS suite) One text agent for the whole SMS follow-up suite — not six separate SKUs. $99/mo PIPE Pipeline / CRM assists Keeps estimates and open opportunities moving through a simple pipeline view. $99/mo LEDGER Invoicing / payment follow-up Nudges unpaid invoices and payment follow-ups so cash does not stall. $99/mo SIGNAL Watch / LeadWatch Watches forms, inbox, and missed signals so demand does not sit unseen. $99/mo SCORE Scorecard / reporting A plain-English scorecard of calls, texts, jobs, and cash follow-ups. $99/mo

Strategy Session — $149 Start All-In All 16 agents Email Eric

Ready for accounting & tax?

Book a $149 Strategy Session, start All-In, or email us. Same locked pricing everywhere.

Book Strategy Session — $149 Start All-In — $1,200/mo + $299 setup