What practice management systems do you integrate with?

QuickBooks, Xero Practice Manager, Karbon, Canopy, and others.

Can it send different reminders for different client types?

Yes. Segment by individual vs. business, monthly vs. annual, and send tailored reminders.

How do document requests work?

AI sends personalized checklists and reminders until all documents are received.

What about advisory services marketing?

Nurture clients toward CFO services, bookkeeping, and other recurring engagements.

Can it handle multiple CPAs in a firm?

Yes. Route leads and assign clients to specific CPAs automatically.

How do referral campaigns work?

AI asks satisfied clients for referrals at the right time, like after a successful filing.

AI Marketing Automation for Accountants | Client Acquisition & Retention

Client acquisition beyond tax season

AI nurtures prospects with valuable content year-round, books consultations, and converts leads into ongoing clients.

Year-round lead nurturing
Consultation booking
Educational content

Start growing your practice

Seasonal campaigns on autopilot

AI sends tax deadline reminders, quarterly estimate nudges, and year-end planning prompts. Clients stay informed, you stay busy.

Tax deadline reminders
Quarterly notifications
Document requests

See how it works

Workflow Running

Deadline approaching

Send reminders

Track responses

Request documents

How AI marketing automation for accountants works

Connect your systems, let AI manage client communication.

Connect your tools

Link your practice management software, email, and calendar.

Set up campaigns

Lead nurturing, deadline reminders, referral requests. Configure once.

AI grows your practice

Year-round marketing that keeps clients engaged and brings in new ones.

Client acquisition on autopilot

AI nurtures prospects, sends tax deadline reminders, and books consultations without manual outreach.

Learn More

Workflows

Lead Enrichment
Apollo → HubSpot
Email Outreach
Gmail sequences
Data Sync
Airtable pipelines
Social Publishing
Twitter + LinkedIn
Meeting Prep
Calendar briefings
Content Generation
Notion drafts
SEO Research
Ahrefs analysis
Growth Reports
Stripe + PostHog

Why accountants automate marketing with AI

Never miss a deadline

Automated reminders for estimated taxes, extensions, and filing deadlines keep clients compliant.

Year-round acquisition

AI nurtures leads with tax tips and financial planning content during off-season months.

Generate referrals

After successful filings, AI prompts satisfied clients to refer friends and business contacts.

Save admin time

Eliminate hours of manual reminder emails, follow-ups, and document request chasing each week.

Upsell advisory services

AI identifies tax-only clients ready for CFO services, bookkeeping, or financial planning.

AI marketing automation for accountants