AI Follow-up for Accounting & Tax Firms. Every new-client inquiry followed until the consultation is booked.
AI Follow-up runs the sequences after an inquiry, a consultation and a fee estimate: the prospective client who did not book, the estimate still unopened, the new client who has not returned the organizer. Steps go out in the client's language on your schedule, every touch lands on the record, and a reply stops the sequence and alerts the partner.
TRY AI FOLLOW-UP FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“After a consultation, follow up on day two and day seven; stop at any reply.”
Lisa“Done: after each consultation, a follow-up goes on day two and day seven, and any reply stops it and alerts you. Apply the same to unsigned letters?”
Any setting, in any module · applied only on your yes
How Accounting & Tax Firms use it
A prospective client who asked about bookkeeping in January but never booked gets a second note three days later with open slots.
A fee estimate unopened after a week triggers a short reminder; the client replies with a question, and the partner is alerted.
After a first consultation, the client receives the checklist and portal link, then a reminder if no drop-off is booked.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Sequences after a lead, a demo, a quote, a booking, by stage
- Presets suggested from your knowledge; the AI writes and tunes the steps with you
- A reply stops the sequence and alerts the owner; consent rules respected
- Templates in the customer's language; every touch on the customer's record
- Deliverability report: bounces, complaints, engagement
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Follow-up does, for every business ›
Works withAI MarketingAI Auto-CallAI DemoAI QuotingAI Booking
Questions & answers
AI Follow-up for Accounting & Tax Firms: questions & answers
How do accounting firms follow up with prospective clients automatically?
With sequences that start when an inquiry, a consultation or a fee estimate happens. AI Follow-up sends each step in the client's language on your schedule, records every touch on the client's record and stops the moment the client replies.
Does follow-up stop once a prospective client writes back?
Yes. Their reply ends the sequence at once and alerts the partner who owns the record. Consent rules cover every step as well, and anyone who opts out hears nothing more from that sequence.
Can the AI write the follow-up messages for our firm?
Yes. It suggests presets from your knowledge, such as the post-consultation note and the unsigned-letter reminder, and writes and tunes the steps with you. You approve the wording before anything goes out to a client.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Accounting & Tax Firms ›
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Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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