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Accounting · Y2+ platform-reuse evidence

Accounting Voice Operations

Capture after-hours prospects before competitors answer. Automate collections, document chase, and IRS notice triage — all with CPA-grade compliance.

30%

More new client conversions

24/7

After-hours prospect capture

60+

Languages for diverse clients

Try these accounting scenarios

New client onboarding

After-hours prospect capture with engagement letter

Convert 30% more inquiries

AR collections

Polite but persistent payment follow-up

15% faster collections

IRS notice triage

Classify notices by deadline and severity

Never miss a 30-day response

Tax intake

Document collection and organizer completion

3x faster prep engagement

Integrates with your stack

QuickBooks • Xero • Sage • Karbon • Canopy • TaxDome • Salesforce • Google Calendar

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