AI Sidekick for CPAs

Tax season buried you. Your phone kept ringing.

73% of leads calling accounting firms never get a callback. While you're deep in returns, advisory meetings, and deadline crunches, prospective clients are dialing your competitors. AI Sidekick responds instantly, books consultations around the clock, and follows up with every inquiry — so you always have prospects in the queue.

Get a Free Consultation See the Math
CPA office with organized tax documents
73%
of leads calling accounting firms never get a callback
ProGeekTech
24%
of Americans satisfied with how accounting firms handle phone calls
PHMG via CPA Site Solutions
300%+
call volume spike during tax season vs. rest of year
IRS Filing Season Data
75%
of current CPAs are nearing retirement age, shrinking capacity further
AICPA via Robert Half

Sound familiar?

You're in a client meeting. The phone won't stop.

You can't answer every call when you're reviewing financials, preparing returns, or advising a business owner on their tax strategy. But every unanswered call is a potential $3,000/year client who's already searching for the next firm on Google.

March 28, 2:15 PM
Tax season overwhelm peaks
A small business owner calls about tax planning before the April deadline. Your entire team is heads-down in returns. The call goes to voicemail. They never leave a message.
With AI Sidekick: Instant text back within seconds. The prospect describes their needs via text. You wake up the next morning to a consultation booked for the following week.
Tuesday, 10:45 AM
Advisory prospect calls during a meeting
You're sitting across from a client reviewing their quarterly financials. Your phone buzzes twice in 15 minutes. Both calls are new prospects from a referral. Neither leaves a voicemail.
With AI Sidekick: Both callers get a professional text immediately. One books a consultation for Thursday. The other asks about bookkeeping services and gets a follow-up sequence.
Friday, 4:30 PM
New client follow-up gets forgotten
A prospect requested a proposal last week. You meant to follow up but got buried in extension filings. By the time you call back, they've signed with another firm.
With AI Sidekick: Automated follow-up sequence checks in at day 2, 5, and 10. The prospect replies on day 3 and schedules a call — you close the engagement.

How it works

Set it up once. Capture clients year-round.

01
We configure your system
We connect to your firm's phone line and configure your AI with your services, availability, and client intake process. Setup takes less than 48 hours — no IT department needed.
02
Every missed call gets a text
When a call goes unanswered, the caller receives a prompt, professional text. Your AI Sidekick handles the conversation — asks about their needs (tax prep, bookkeeping, advisory) — and books the consultation.
03
Leads and clients get followed up automatically
Every inquiry and proposal gets an automated follow-up sequence. After engagements wrap up, clients are prompted to leave a Google review. Every lead gets a follow-up.

The math

What missed calls are actually costing your firm.

Without AI Sidekick
Missed calls per month (avg)30
Callers who don't leave voicemail80%
Lost prospects per month24
Average annual client value$3,000
Close rate on answered inquiries~30%
Annual revenue lost$259,200
With AI Sidekick
Missed calls recovered by text-back30
Leads who engage via text65%
Recovered prospects per month20
Average annual client value$3,000
Close rate with follow-up~35%
Annual revenue recovered+$252,000
Sources: Lead callback rate from ProGeekTech. Voicemail stat from Forbes via SellCell. Average client value based on Financial Cents 2024 Revenue Report. Phone satisfaction data from PHMG via CPA Site Solutions. CPA figures represent annual recurring client value (tax prep + bookkeeping + advisory).

Pricing

One plan. Everything included.

Monthly Annual Save 33%
$397 /month
$500 one-time setup
  • AI voice receptionist — no more missed calls or voicemail?Answers every call 24/7, handles multiple calls at once, books appointments, and transfers to you when needed. No caller ever hits voicemail again.
  • Two-way SMS — customers text in and book instantly?Customers text your business number anytime. AI responds instantly, answers questions, and books appointments — no staff needed.
  • Handles multiple calls at once — no busy signals, ever?Your AI receptionist handles unlimited concurrent calls. Even if 10 customers call at the same time, every single one gets answered immediately.
  • AI website chatbot — turns site visitors into booked appointments?A chat widget on your website that answers questions about your services, pricing, and hours — and books the appointment before the visitor leaves.
  • Online booking calendar?Customers book directly into your schedule. Syncs with Google Calendar or Outlook.
  • Automated appointment reminders?Automatic text and email reminders before appointments so customers don’t no-show.
  • Automated lead follow-up — no lead forgotten, ever?Leads get automatic text follow-ups until they book or opt out. No more forgetting to call someone back.
  • Google review automation — build your reputation without asking?After every completed job, the system texts your customer a link to leave a Google review. You never have to ask in person.
  • Lead pipeline & CRM?See every lead, conversation, and booked job in one dashboard. Know exactly where each customer stands.
  • Spanish language support?Your AI Sidekick handles calls and texts in both English and Spanish.
  • Reporting dashboard?Log in anytime to see your calls, texts, bookings, and leads in real time.
Book a Demo

No contracts — cancel anytime

CPA-Specific Questions

You're probably wondering.

AI Sidekick never asks for or stores sensitive financial data like SSNs, tax returns, or account numbers. AI Sidekick's job is strictly intake and scheduling — it gathers the prospect's name, contact info, and what services they need, then books a consultation. All actual client data stays in your existing systems.
That's when it delivers the most value. While your team is focused on returns from January through April, the system handles missed calls and follow-up automatically. It manages multiple conversations simultaneously, so a spike in call volume doesn't mean missed leads.
Yes. We customize every message to match the professional tone your clients expect. AI Sidekick asks relevant questions (individual or business return, bookkeeping needs, advisory interest) and communicates with the same polish your team would. It's not a generic chatbot — it's configured specifically for your firm.
AI Sidekick doesn't directly integrate with TaxDome, Karbon, Canopy, or other practice management tools. It handles two-way SMS, prospect qualification, and appointment booking separately. Your team enters new clients into your PM software as usual. We can connect via Zapier or Make to push new lead data.
Your AI Sidekick identifies urgency and can escalate immediately by notifying you or a specific team member via text or call. You set the rules for what gets escalated — for example, any mention of IRS notices, audit letters, or filing deadlines can trigger an instant alert to the right person on your team.
Small firms often benefit the most because you don't have a receptionist. The value depends on your client acquisition — if your average new client is worth $3,000/year and the system helps you capture even two or three from missed calls each month, it covers its cost. Your dashboard shows exactly how many leads come through.

Ready to stop losing clients to voicemail?

Tell us about your accounting practice and we'll show you exactly how many prospects you're losing — and how to capture them.