Your team is stretched and hiring is hard. We automate the work that consumes staff time, like intake, document requests and client updates, and keep your marketing running in the background, including during busy season.
70%
Tax firms with no generative AI policy · Thomson Reuters, 2025
Missing documents, repeat reminders and onboarding paperwork eat hours every week. Marketing stops entirely from January to April. And your staff are already experimenting with AI, often without written rules. In Thomson Reuters' 2025 survey, 70% of tax firm respondents reported no policy governing generative AI use.
Reminders that go out on schedule, so staff stop chasing the same client three times.
A consistent path from first inquiry to signed engagement, with the right forms at the right time.
A monthly update on tax and business changes, drafted for partner review.
Content that keeps you visible from May to December and attracts the work you want more of.
Asked at the right moment, after a successful engagement.
A written AI policy, approved tools and training for your team.
Hours saved on admin, qualified consultations and revenue by service line.
We define the targets with your partners before work begins.
Technical tax and accounting content is approved by a partner before it's published.
Client financial information never goes into public AI tools.
The best practices behind these systems hold across financial services. Here's how they performed for financial services clients, and how the same system works for an accounting firm.
Across 21,275 broker nurture emails in 2026, open rates averaged 52.8% and click rates 5.2%, against Mailchimp's Business and Finance averages of 31.4% and 2.8%.
A monthly send with separate follow-up for clients who open and click, so partners know who's ready for an advisory conversation.
Over 4 weeks, posts from the feed earned 3x the average engagement of the investor's other LinkedIn posts.
Posts on tax and business news drafted on a schedule for partner approval, so you stay visible from May to December.
Results come from lending and investor clients. Results depend on the firm, the audience and the market.
The fastest return comes from automating client intake, document requests, reminders and regular client update emails. These reduce admin time during busy season and keep clients engaged the rest of the year.
Not into public tools. Client financial information needs an approved, secured environment, and a written AI policy should say which tools and data are allowed.
Be specific about the advisory work you want, publish useful content around those clients' questions and ask existing clients and referral partners for introductions to that profile.
We'll ask AI tools the questions business owners ask about accountants in your area, show you who comes up and recommend the three fixes we'd make first. Within 24 hours.