An AI sales agent built for accounting & tax firms.
Your inquiry volume triples in January and again in September, exactly when your team has the least capacity to answer it. ClientCloser absorbs the spike, sorts a $400 individual return from a multi-entity advisory engagement, and books the ones worth your partners' time.
Busy season doesn't ramp up. It arrives.
Between January and April your inbound doubles or triples while every professional in the building is at capacity. The result is predictable: inquiries go unanswered for days, the good ones go elsewhere, and the ones you do book are as likely to be simple returns as the advisory work you actually want. Seasonal intake staff are expensive, slow to train, and gone by May.
Absorbs the seasonal spike
Handles ten inquiries an hour as readily as one, so a January Monday doesn't produce a two-day response backlog. No seasonal hires, no triage queue.
Sorts scope before it books
Establishes entity type, filing complexity, number of states, prior-year issues, and whether they need compliance or advisory — so partner time goes to engagements worth partner time.
Knows when the deadline is real
Recognises extension deadlines, notice response windows, and audit dates, and escalates genuinely time-sensitive inquiries instead of queuing them behind routine ones.
A real inquiry, handled
This is the kind of after-hours message that used to wait until morning — now it doesn't.
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Questions CPA and tax firms ask
That's the point of the qualification step. It asks about entity structure, number of states, revenue band, prior-year complications, and what prompted the inquiry — so a straightforward 1040 and a multi-entity restructuring don't land on the same calendar.
Within your approved ranges — typically a starting fee by service type, with anything complex routed to a partner for a scoped quote. It never commits your firm to a fixed price on an engagement it hasn't seen.
You configure which services can be offered to which prospects, including any attest-independence restrictions your firm observes. Where a combination is prohibited or needs review, it routes to your team rather than offering the engagement.
No — and that boundary is configured before launch, not left to the model's discretion. ClientCloser handles intake: what you do, how you work, what an engagement typically involves, and when you're available. Anything requiring professional judgment is escalated to a licensed member of your team, and it states plainly that no engagement is formed by the conversation.
It tells the prospect it will check with the team, captures the question and their contact details, and routes the conversation to your staff. It won't guess or invent an answer to keep the chat going — in this industry a confident wrong answer is far more expensive than an honest handoff.
Most firms are live within a week. You share your service lines, fee structures, entity criteria, and scoping questions once during onboarding — we handle the training, the channel connections, and the calendar sync, and you approve everything before it goes live.
Yes. Conversations and contact data are encrypted in transit and at rest, with role-based access controls and retention periods your firm configures. Prospects routinely disclose revenue figures and notice details at intake, and that data is handled accordingly.
Yes. You set the fee ranges it may quote, the claims it can't make, the disclaimer it leads with, and the tone it uses before it goes live — and every transcript is logged so you can review conversations and refine its responses over time.