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 your pipeline never goes dark.

Get a Free Consultation See the Math

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 slips through the cracks

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 forever.

We configure your system

We connect to your firm's phone line and customize every message to match your professional tone. Setup takes less than 48 hours — no IT department needed.

Every missed call gets a text

When a call goes unanswered, the caller receives a prompt, professional text. The AI handles the conversation — asks about their needs (tax prep, bookkeeping, advisory) — and books the consultation.

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. Nothing falls through the cracks.

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 Eden. 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.

The Autopilot Package

$399 /month

$1,500 one-time setup

Missed call text-back (24/7/365)
AI-powered lead qualification and follow-up
Automated proposal follow-ups at day 2, 5, and 10
Google review requests after completed engagements
AI receptionist for after-hours and tax season overflow
Custom message templates matching your firm's professional tone
Monthly performance report
No contracts — cancel anytime

Get Started

CPA-Specific Questions

You're probably wondering.

AI Sidekick never asks for or stores sensitive financial data like SSNs, tax returns, or account numbers. The AI'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.

Absolutely. That's when it delivers the most value. While your team is buried in returns from January through April, the AI handles every missed call instantly — no matter how many come in at once. There's no limit on volume. It's built precisely for the periods when you're too busy to answer the phone.

Yes. We customize every message to match the professional tone your clients expect. The AI 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 trained specifically for your firm.

Not at all. AI Sidekick works alongside tools like TaxDome, Karbon, Canopy, or whatever you're using. We don't replace your practice management — we fill the gap before a prospect ever makes it into your system. Think of it as the front door that makes sure no lead slips away before you can talk to them.

The AI 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 are where this has the biggest impact. You don't have a receptionist or intake team. If you're missing even 8 calls a month and the average client is worth $3,000/year, that's $72,000 in annual revenue walking out the door. The system pays for itself by recovering a single new client.

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.