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Accounting Solutions Ltd has been helping Chicago small businesses with tax, bookkeeping, and audits for years -- but every hour spent on intake calls, appointment scheduling, and client follow-up is an hour not spent on billable work.
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AgentOS
Built for Accounting Solutions Ltd
AI Client Ops Active -- Chicago, IL

Accounting Solutions
runs on autopilot.

An AI operations team built for Accounting Solutions Ltd. Handles new client intake, appointment scheduling, tax season follow-up, and after-hours inquiries -- so your CPAs focus on billable work, not admin.

Try the AI Receptionist → See All Agents
24/7
Every new client inquiry captured and responded to -- no missed calls during tax season
60%
Typical reduction in admin time when AI handles intake and scheduling
2 min
Average response time to new prospect inquiries -- even at 2am
LIVE
Intake Agent: New small business owner inquiry -- consultation booked for Thursday 10am Follow-up Agent: Tax prep reminder sent to 12 clients -- 4 confirmed appointments Scheduler: Quarterly review meetings auto-scheduled for 8 business clients After-Hours Agent: Weekend inquiry from restaurant owner -- bookkeeping consultation queued for Monday CRM Agent: 3 new leads added from Chicago small business directory scan Intake Agent: New small business owner inquiry -- consultation booked for Thursday 10am Follow-up Agent: Tax prep reminder sent to 12 clients -- 4 confirmed appointments Scheduler: Quarterly review meetings auto-scheduled for 8 business clients After-Hours Agent: Weekend inquiry from restaurant owner -- bookkeeping consultation queued for Monday CRM Agent: 3 new leads added from Chicago small business directory scan
AI Agent Team

Your AI Operating System

Four agents running Accounting Solutions' front office. Every inquiry answered, every follow-up sent, every appointment booked.

📞
Client Intake Agent
● Running
24/7 on
Answers inbound calls and web inquiries, qualifies the prospect (individual vs. business, tax vs. bookkeeping), books the initial consultation
📍 Service Qualifier
📅 Consultation Booker
💌 Welcome Email Sender
📅
Tax Season Follow-up Agent
● Running
12 active
Sends document reminders, deadline alerts, and filing status updates to clients -- keeping tax season organized without manual chasing
🕒 Deadline Tracker
📋 Document Checker
💌 Status Updater
🌙
After-Hours Agent
● Running
Always on
Captures evening and weekend inquiries, gathers business details, sends confirmation, queues everything for the team Monday morning
🚨 Urgency Detector
📱 SMS Confirmer
📋 Morning Briefer
📈
Client Retention Agent
● Running
Quarterly
Proactively reaches out to existing clients for quarterly reviews, annual planning, and service upsells -- keeping retention high year-round
📅 Review Scheduler
📊 Health Score Tracker
💌 Upsell Suggester
Live Demo

Talk to the AI Receptionist

Click a button below to hear what an AI receptionist sounds like for Accounting Solutions Ltd. It handles new client intake, answers service questions, and books consultations.

Next Step

Stop losing clients to slow follow-up.

Every unanswered call during tax season is a client signing with another firm. We build and deploy the full AI operations system for Accounting Solutions in 2 weeks.

✓ No tech background needed ✓ Live in 2 weeks ✓ Every inquiry captured
📅 Book a Call to Implement This With Us →
Ask us anything
Hi there -- I'm an AI assistant built for Accounting Solutions Ltd. Ask me about tax prep, bookkeeping services, or scheduling a consultation.
📅 Book a Call