FRONT OFFICE AI FOR ACCOUNTING — WHAT IT RECOVERS

What is a missed client call worth in busy season? Do the math.

Type YOUR numbers — how many client inquiries reach your firm each week, how many ring out or arrive after hours, what a new engagement is worth in first-year fees, and how many hours your preparers and front desk spend answering “is my return done” and chasing documents. The calculator adds up what a Front Office recovers. Your arithmetic, not our promise — and prices live on one page only.

REAL AI - the whole Front Office is AI, not old software with an AI button. Give it your website: it learns your company, works from your approved knowledge and gets better with every answer you approve.

Live on this site right now — the assistant in the corner is the product · Award-winning AI — CES · ISE · TMCnet

Your week today

Client inquiries per week in season (calls, emails, portal messages) 200 Share that ring out, wait on hold, or arrive evenings and Saturdays 30% Of recovered inquiries, how many become a new engagement 8% Value of ONE new engagement (first-year fees) ,200 Preparer and front-desk hours/week on status calls, chasing, booking 40 h Loaded hourly cost of that time "5/h

Six numbers, all yours. Think a slider is optimistic? Pull it down — the math updates live.

Client contacts recovered, monthly 130

The February call that rang out, the Saturday “did you get my 1099”, the January new-client form read on Tuesday — answered in seconds instead of lost to another firm.

Recovered revenue, monthly $6,240

130 recovered × 8% who become a new engagement × $600 each. Your sliders, your assumptions.

Recovered value, yearly $107,000

Plus 78 routine hours returned to your preparers and front desk every month (worth $2,730 at your loaded cost) — before counting faster answers on hot leads: minutes instead of hours. Now weigh this against the plan you would choose: see pricing →

How this math works: every input is YOURS, typed by you. The one fixed assumption: the AI absorbs 60% of the routine hours (the rest stays with your team, and anything sensitive waits for a person, per your rules). No software-bill comparisons, no prices on this page — prices live here.

Questions, answered

Why is there no software-bill comparison?

Because the money does not move in the bill. The call that rang out on February 3, the brokerage statement chased three times, the hours a preparer spends saying “we received your documents” happen in your firm whatever software you run. When you are ready to compare plans, they are published in one place — the pricing page.

Is this a promise of results?

No — it is your own arithmetic. Every number is a slider you set; the output is exactly your inputs multiplied. Most recovered contacts are existing clients asking about status or documents, which is why the engagement slider sits low by default. The demo is how you judge the AI with real client questions; this page only sizes what is at stake.

What about setting it up in the middle of busy season?

The launch is done FOR you — services, preparers, offices, portal instructions, fee schedule, engagement-letter template, hours and Saturday rules configured by us, live in days. Tax questions, notices and anything about a specific return route to your professionals from day one; the AI never reads a figure from a return. No implementation project to budget, no consultant.

Try it free on your own firm. 7 days. No credit card.

Give it your website. It learns your company. Then call it, chat with it, e-mail it — and decide. Nothing to install, nothing to cancel.

Start free

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