Streamline Your Firm
📋

Tax season starts in 6 weeks. 40% of your clients haven't sent documents...

Last year, you spent 80+ hours chasing paperwork. What if it chased itself?

Before With Robot Friends
📄
58%
Docs Collected On Time
⏰
82
Hours Chasing Docs
📅
34%
Extensions Filed
😊
3.6
Client Satisfaction
Live Activity
📋

CPAs & Accountants

Stop chasing clients for documents every single tax season

AI-powered document collection, client communication, and practice management that eliminates the busywork crushing your margins.

34%

of CPA firms say client communication bottlenecks are their biggest growth limiter

Source: AICPA Practice Management Survey 2024

Sound Familiar?

The problems keeping you up at night

  • ❌ You send 5+ emails chasing a single client for missing documents every season
  • ❌ New client onboarding takes weeks of back-and-forth engagement letters and forms
  • ❌ Advisory upsells never happen because you're buried in compliance work

Accounting Firm Automation

Here's how we fix it

1

Smart Document Collection

Automated, persistent reminders that collect all client docs — so you stop being the nag

2

Effortless Onboarding

Digital engagement letters, W-9 collection, and welcome sequences — done in 48 hours, not 3 weeks

3

Deadline Automation

Automated client reminders for estimated payments, filing deadlines, and extension dates

4

Advisory Upsell Pipeline

AI identifies tax planning and advisory opportunities based on client financials

The Math

What this looks like for your bottom line

Without Automation

$5,500/mo in unbillable admin time chasing docs

→

With Robot Friends

$2,400/mo recaptured as billable hours

Within 30 days

Ready to stop leaving money on the table?

Book a free 15-minute discovery call and see exactly how automation can work for your CPAs & Accountants business.

Streamline Your Firm

No commitment. No pressure. Just a clear plan.