accounting firm AI automation
Your Practice, Running on Systems.
Pulse runs tax deadline reminder campaigns, collects documents automatically, onboards new clients, and handles routine client communications so your CPAs can focus on the work.
What Pulse automates for Accounting Firm
Every workflow below is configured during your two-week Build My Pulse sprint, scoped to your actual stack and operation.
Tax deadline reminder campaigns
Sends clients deadline reminders and document request sequences on a defined schedule relative to key tax dates.
Document collection sequences
Requests missing documents from clients and sends automatic follow-up reminders until received.
New client onboarding automation
Sends engagement letters, intake questionnaires, and setup instructions automatically after a new client signs.
Appointment booking bot
Books initial consultations and review meetings without your staff managing calendars by hand.
Quarterly check-in sequences
Proactively reaches out to business clients each quarter for bookkeeping updates and planning conversations.
Referral ask automation
Asks satisfied clients for referrals at high-satisfaction moments in the relationship lifecycle.
What operators see in the first 30 days
These are the outcomes we scope toward in every Accounting Firm deployment.
- Eliminate manual document chasing with automated follow-up sequences
- Reduce inbound client calls with proactive status and deadline communications
- Onboard new clients consistently without your staff managing each step
- Build a referral pipeline without relying on your team to remember to ask
How it works
From first call to live system in two weeks.
Step 01
Discovery call
A 30-minute call to map your current workflows, tools, and where automation delivers the most value. No pressure, no pitch.
Step 02
Two-week build sprint
We configure, test, and integrate Pulse against your actual stack. You get daily updates and a live review before anything goes live.
Step 03
Handoff and support
You receive a fully running system, a training walkthrough, and a 30-day support window to make sure everything operates exactly as scoped.
Frequently asked questions
Does Pulse have access to client financial data?
No. Pulse operates on the communications and scheduling layer only. It sends messages and collects document uploads. It does not touch financial records, tax software, or any privileged client data.
Can it handle different sequences for individuals, small businesses, and corporate clients?
Yes. Each client tier is configured with its own sequence logic, document request templates, and communication timing.
How does the document collection work?
Pulse sends secure upload links via text or email and follows up automatically every 2 to 3 days until the documents are received or you mark the request complete.
Does it handle communications during the busy January through April season?
The busiest season is exactly when the automation pays the most. During peak season, Pulse handles all reminder and status communications so your team can focus entirely on returns.
Can it send engagement letters and collect e-signatures?
Engagement letter distribution and e-signature collection is configured during discovery based on your document signing platform.
Build My Pulse
Get Pulse running in your Accounting Firm operation.
Fill out the form below and we will schedule a discovery call to scope your deployment. Two weeks from kickoff to live.