Other CPAs ask if I hired someone. I didn't.
I just moved my clients to Gusto.
Payroll questions? Gusto handles it. Tax filings? Automatic. Deadlines? Not my problem.
Last quarter:
6 in 10 firms turn down work. I just stopped doing work no one should do by hand.
Sign up your clients. Take the credit.
1. ⚡ Vida manages 24/7 AI call answering and automated appointment scheduling so firm owners stop missing inquiries and free staff from repetitive administrative phone work.
2. 🤝 Reply.io automates email outreach and follow-ups so accounting firms nurture leads, schedule consultations, and grow their pipeline without manual CRM chasing.
3. 🤝 Lawpath simplifies legal compliance by providing on-demand attorney-verified contracts and automated document creation, allowing firm owners to protect their business and clients without expensive hourly legal fees.
4. ⚡ leadpages generates high-converting landing pages with lead enrichment and A/B testing, helping firms build a predictable pipeline of high-quality advisory clients beyond referrals.
5. ⚡ Hume AI powers empathic voice interfaces for client support so firms deliver more personalized, human-like responses while maintaining high-volume communication across all digital channels.
6. 🧾 Navan streamlines expense management from swipe to reconciliation, providing real-time visibility and integrating key data with the ERP to save hours on the monthly close.
7. 📊 Ledger IQ automates transaction categorisation and reporting so your firm cuts data-entry hours, eliminates spreadsheet chaos and increases throughput across clients.