Document chaser
Chases clients for the documents you still need, through your TaxDome portal, until they are in.
Accounting firms
AI employees for accounting and bookkeeping firms.
Bookkeeping, tax and advisory practices. 9 Jameses to pick from, each set up in your own tools by our engineers, with you.
Works in the tools you use
New client onboarder
Sends your engagement letter, chases the signature, sets the client up in Karbon and asks for documents.
Client inbox keeper
Sorts client emails into Karbon, answers status and upload questions, and leaves tax questions to you.
Late invoice chaser
Reminds clients about unpaid fees in QuickBooks or Xero, politely, and tells you who paid.
Transaction categorizer
Categorizes clients' bank transactions by your rules and asks them about the ones he cannot place.
Review request sender
Asks every client for a Google review when their work is done and answers new reviews in your voice.
Client meeting booker
Books review meetings when a client's work is ready, with your Calendly link and a reminder the day before.
Client newsletter writer
Writes your monthly client newsletter with key dates and firm news from your notes, and sends it in Mailchimp.
Seasonal hiring helper
Sorts applicants for tax season roles by your must-haves, books the interviews you choose, sets up hires.
Don't see your job?
Describe the job in your own words. Our engineers work out how he would do it, and you see the price before you hire him.
Also in professional services:Law firmsAgenciesRecruiting and staffingInsurance agenciesIT servicesFinancial advisers
Every kind of business
Every flow is a starting point
Each card is how he starts. On your call, our engineers shape every step around how you work: your tools, your rules, your words. Then he is yours.
Beyond the job, text him like a colleague
He keeps a memory of your business: your customers, your prices, your tone. Ask him anything on iMessage or the web, and he handles the small things in between.