AI-Powered Solutions for Accountants
Streamline Client Onboarding. Automate Tax Season Inquiries. Focus on What Matters.
Let's Build Your WebsiteThe Challenge Accountants Face
Tax season overwhelms your phone lines and inbox with repetitive questions about deadlines, document requirements, and service fees. Potential clients expect immediate responses, but you're busy serving existing clients and navigating complex tax codes.
Your website lists services, but doesn't capture leads, schedule consultations, or answer common questions. You need a solution that handles client communication while you focus on delivering exceptional accounting services.
How Crafted1 Helps Accountants
Instant FAQ Answers
AI responds to common questions about tax deadlines, deductions, filing requirements, and service fees instantly—24/7.
Automated Client Onboarding
Guide new clients through the onboarding process, collect necessary information, and provide document checklists automatically.
Consultation Scheduling
Let clients book consultations, tax planning sessions, or review meetings directly through your website with automatic calendar syncing.
Deadline Reminders
Automatically remind clients about upcoming tax deadlines, quarterly payments, and document submission dates.
Service Qualification
Identify which services prospects need (tax prep, bookkeeping, advisory) and route them to the right offering.
Secure Document Collection
Provide secure portals for clients to upload W-2s, receipts, and other sensitive documents with proper encryption.
The Results You'll See
Survive Tax Season
Handle the surge of inquiries without hiring extra staff. Your AI assistant manages common questions so you can focus on complex tax situations and strategic advisory work.
Grow Your Practice
Capture and convert more leads without overwhelming your team. Automated onboarding means you can take on more clients without proportionally increasing administrative work.
Reduce No-Shows
Automated reminders and easy rescheduling mean fewer missed consultations and better client relationships.
Professional Experience
Provide the modern, responsive service clients expect. Stand out from traditional accountants still relying on phone tag and email back-and-forth.
Ready to Transform Your Accounting Practice?
Join forward-thinking accountants who are using AI to deliver better client experiences and grow their practices.