Tax season.
Without the chaos.
A custom firm website + built-in client booking + the Backlineflow CRM that sorts clients by priority + an AI morning briefing on what changed overnight. Plus 24/7 AI intake, auto-collected docs, every deadline tracked, and engagement letters signed in 5 minutes.
What we hear from CPAs and accounting firms
Document collection drags for weeks per client
Endless email back-and-forth for W-2s, 1099s, statements. We request, follow up, parse, and organize automatically — clients get one link.
After-hours intake calls go to voicemail
Every missed call during tax season is a client your competitor caught. AI Voice answers 24/7, qualifies, and books.
Deadlines live in someone's head
Filing dates, extension dates, estimated-payment dates spread across spreadsheets. We track every filing for every client with auto-escalation when something slips.
Bookkeeping reconciliation is manual
QuickBooks one direction, the bank another, the books a third. We sync bidirectionally so month-end is push-button.
What you actually get with us
Your Firm's Website
Custom Next.js site — fast, mobile-first, conversion-tracked. Like taxontime.com, built for your practice in days, not weeks.
Built-in Client Booking
/book page on your own site — clients pick a time, fill the intake, and land in your CRM. No Calendly redirects, no third-party branding.
AI Morning Briefing
Every morning you get a text + email: yesterday's new leads, booked consults, document drops, what's slipping. Powered by Claude Opus.
Backlineflow CRM — Clients by Priority
Every client and prospect sorted by urgency: deadlines approaching, docs missing, calls unreturned. Glance once, know what to do.
24/7 AI Voice Intake
Every after-hours call answered, qualified, and booked. Critical during tax season — never lose a client to voicemail again.
AI Document Collection
Request, follow up, parse, and organize W-2s, 1099s, K-1s, statements — one link per client, zero email back-and-forth.
Deadline Automation
Every filing, every client, every extension tracked. Auto-escalates 14 / 7 / 2 days before — to the right partner.
Engagement Letters + E-Sign
Drafted from the intake call, signed over text, routed to billing — under 5 minutes.
Accounting Integration
Bidirectional sync with QuickBooks, Xero, NetSuite. No double-entry, no month-end reconciliation panic.
Custom firm site + built-in booking + AI morning briefing + AI intake + auto-collected docs + tracked deadlines. Partners spent their time on review and advisory — not paperwork. One regional CPA firm grew client roster 32% in a single tax season without adding partners.
// Powering Operations With
The cpas & accounting stack at a glance.
Get tax season back under control.
Show us last filing season's worst bottleneck. We'll quote the full stack — site, booking, CRM, AI intake, doc collection — before the next deadline.