Accounting Firms
Your accounting practice on autopilot
Tax queries answered at midnight, documents chased without awkward calls, and compliance deadlines that never slip — while your team focuses on the work.
Nothing is filed late because nobody remembered
One filing, seven days out. The reminders escalate on their own, the files tick themselves off, and you only hear about it when a partner needs to sign.
7
days left
- Gentle reminderday −7A week out, one friendly WhatsApp listing exactly what’s needed, with last month’s files as reference.
- Chase what’s missingday −5Received files are ticked off; only the missing ones are asked for again — never the whole list.
- Firm up, loop you inday −3Tone firms, and you get a one-line summary of who is still outstanding and why.
- Filing queuedday −1Everything in, return prepared and queued for a partner’s review — a day early.
- Fee collecteddue dayInvoice goes out with the acknowledgement; the receipt follows the moment it’s paid.
What we automate for Accounting Firms
Tax deadline remindersDocument collectionTax-season follow-upsFee collectionNew client intakeQuery FAQ replies
Your Accounting Firms dashboard
Every number, one screen
Leads, follow-ups and collections for your accounting practice — updated live, visible anytime, no spreadsheets to maintain.
Dashboard
sample data1,240
client queries answered
92%
documents in on time
$420K
fees collected on time
Activity
live- AI replied to Priya SharmaWhatsApp · 4 s3 min ago
- Payment received$18,500 · Riverside Clinic6 min ago
- Lead scored Hot → you were pingedWebsite form9 min ago
- All documents receivedMehta & Associates12 min ago
Enquiries by channel
- WhatsApp58%
- Website22%
- Email12%
- Calls8%
96% answered in under 60 seconds
Book a free 30-minute automation audit
Start with a free audit
Tell us how enquiries, documents and payments move through your accounting practice today. In 30 minutes we'll show you what 99ai would automate first — no card, no commitment.
- Reply within one working day
- No commitment, no card details
- Happy to continue on WhatsApp or email