Meet Anna — your firm's AI front desk. She chases documents, answers client questions, and drafts your follow-ups in your voice. Works after hours. Never takes a break.
Built for tax firms, bookkeepers, and CAS practices.
Anna · Your firm's AI assistant
Emailanna@yourfirm.com
Hi David — to finish your file we still need your two most recent pay stubs. Mind sending those over?
9:14 AM
Sure — what's the safest way to send those?
9:16 AM
No login needed — tap your secure upload link below. We'll email a one-time code to verify it's you.
9:16 AM
The situation
The hire that would fix it is harder to find, slower to ramp, and more expensive than it was five years ago. Firms across the industry are running into the same wall — and the wall isn't moving.
What you've already tried
Every option costs more than it saves. Here's where each one breaks.
Answer the phones, do the chasing, keep the calendar.
$40K/yr, 134 days to fill, 22% first-year turnover. Can answer the phone — not the technical questions.
Bring on someone who can actually do the work.
$80K+ before benefits. Six months to onboard. The market is empty — when you find one, three other firms are bidding.
Cheaper labor, no payroll headache.
Doesn't know the work. You write every playbook. Quality swings client to client. And it's your data.
TaxDome, Karbon, Canopy, Clio.
Tracks tasks and stores documents. Still doesn't write the email, chase the client, or answer the question. You do.
Cut-and-paste your way through busy season.
Don't handle replies. Don't follow up. Don't know what the client said three weeks ago.
And working harder? That's what you're doing now.
A different kind of hire
Anna is your firm's AI front desk. She works after hours, remembers every client, and never takes a break. She handles the routine client communication that takes up your week — so you don't have to, and so you don't have to hire someone to do it.
What Anna does
Answers your firm's phone around the clock. Books calls, takes messages, fields routine client questions, and routes complex calls to the right person. Sounds natural — never puts a client on hold.
Replaces: Hiring a receptionist or paying an answering service.
Sends document requests from your email address, tracks what's in, and follows up specifically on what's still missing. One dashboard for every client.
Replaces: Chasing clients yourself + generic reminder templates.
Joins Zoom and Google Meet, transcribes the call, and writes a structured summary into the client's profile. Decisions, action items, context — all tagged and searchable.
Replaces: Taking notes that live nowhere + asking clients to repeat themselves.
Drafts a context-aware reply to every email that comes in — pulling from the full client thread, prior conversations, meeting transcripts, and documents on file. Written in your voice. You review and send. Drafts only, never auto-sent.
Replaces: Writing every client reply from scratch.
Ask a question in plain English — "what did we discuss with the Garcias about their DTI in February?" — and get a sourced answer instantly.
Replaces: Digging through your inbox.
Who it's for
From sole practitioners to multi-partner shops. Tax season heavy or year-round advisory. Anna fits the way your firm actually runs.
Tax document collection, IRS notice triage, advisory follow-ups.
Monthly close document chasing + recurring client check-ins.
Quarterly client comms tied to live financials and meeting notes.
The front desk you never had — answering clients while you sleep.
Consistent client communication across every partner and associate.
High client count, low headcount. Anna handles the volume.
Book a 30-minute demo. We'll show Anna handling a real client workflow end-to-end.
