01
Automated Websites & Funnels
A firm site that estimates fees and books consultations
- Fee calculators
- Consultation booking
- Secure upload portal
- Service pages with SEO
AI automation for accounting & cpa firms
Onboard clients in a day, chase documents automatically, and answer questions securely.
Automated onboarding and engagement letters, document collection with reminders, deadline tracking, an AI client assistant, and practice reporting — built for accounting firms.
−61%
Document chasing
1.2 days
Client onboarding
0
Missed deadlines
Typical results across accounting & cpa firms we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your firm every week
1 day/wk01
Documents chased for weeks
Staff spend a day a week emailing for records.
7 days02
Onboarding takes a week
Engagement letters, KYC, and setup by email.
Risk03
Deadlines tracked in spreadsheets
Filing dates missed or handled in a panic.
Repetitive04
The same client questions
‘What do you need from me?’ and ‘when is it due?’ daily.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for accounting & cpa firms, monitored by us, owned by you.
1
Automated onboarding
KYC, engagement letters, and setup from one signed proposal.
2
Document collection on autopilot
Secure requests and reminders until every document is in.
3
Deadline tracking
Every filing and renewal tracked with alerts and client reminders.
4
AI client assistant
Verified clients get instant answers on deadlines, documents, and billing.
✦Everything we automate
Everything we automate for a firm like yours
Six connected systems, each built with the specifics for accounting & cpa firms.
02
Lead Capture & Instant Follow-up
Prospects answered and qualified instantly
- Entity and size qualification
- Consultation booking
- Proposal follow-up
- Tax-season campaigns
03
AI Voice & Chat Agents
A client line that knows the file
- Deadline & document status (verified)
- Appointment booking
- Billing questions
- Advisor escalation
04
Workflow & Back-office Automation
Onboarding, documents, and deadlines on autopilot
- KYC & engagement letters
- Document request sequences
- Filing deadline tracking
- Recurring billing
05
AI Customer Support Automation
Client questions answered securely
- ‘What do you need from me?’
- Payment and invoice queries
- Portal help
- Compliance-safe escalation
06
Data, Reporting & AI Assistants
WIP, deadlines, and profitability live
- WIP & recovery
- Deadline risk
- Client profitability
- Ask-the-data assistant
✦Compare your options
Hire, outsource, or automate?
What actually changes for a firm when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your firm today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your firm — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from accounting & cpa firms we work with
★★★★★
“The reminders never forget and never feel awkward. Our managers do the work they trained for.”
★★★★★
“Onboarding went from a week to a day.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will clients know they're talking to an AI?
The assistant introduces itself as your firm's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most accounting & cpa firms are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Free automation audit for accounting & cpa firms · 45 min · ranked plan · fixed price
Free automation audit for accounting & cpa firms
Book free audit →