1. ⚡ Client Hub uses AI to streamline client communication, automate workflows and close review tasks so your firm centralizes collaboration and accelerates month‑end closes.
2. 💰 Gusto automates payroll, benefits, and compliance so accounting firms reduce manual errors, free team hours, and deliver timely, accurate client payroll services.
3. ⚡ Segmetrics tracks marketing funnel performance end-to-end so your firm analyzes lead origin, optimises conversion and focuses efforts on profitable prospects that drive advisory growth.
4. 📋 H&R Block AI Tax Assist guides DIY filers with 24/7 AI-driven support, automating common tax questions and reducing errors while freeing accountants for advisory work.
5. 📈 Coupler.io automates data imports from 380+ apps for financial reporting so your firm consolidates live data, reduces manual exports, and improves reporting accuracy.
6. 🤝 Handwrytten automates personalized handwritten outreach so your firm deepens client-relationships, improves retention and differentiates your service in a crowded market.
Streamline client work, deadlines, and meetings with one smart schedule that adapts automatically as priorities shift.
Your schedule, powered by AI:
• Auto-schedule tax prep, reviews, and follow-ups before due dates
• Smart meeting links that eliminate conflicts across partners
• Protect focus time for returns, planning, and client calls
• Sync Google Calendar, Outlook, and Slack in real time
Trusted by 550,000+ professionals saving 7+ hours weekly.