First, we take your client list and your list of papers.
Names, phone numbers and the forms you need. No tax returns, no Social Security numbers.
Accounting and CPA firms
How to get every client scheduled before January 31 without your staff chasing paperwork.
Your firm isn't short on clients. It's short on time, because of document chasing.
Get my 50 free calls $0 until it works
📋Your clients50
📞We callEN · ES
✅Ready ones✓ ✓ ✓
📅ScheduledThu 2:30
Your Booked WeekFirst 50 calls on us
50📞Free callsReturning clients scheduled before busy season
$0🛡️Until it worksYou pay only per scheduled client. Nobody schedules, you pay $0.
7⏱️DaysThe first 50 calls, done in 7 days
1📋List from youYou send your client list. We do the rest.
- Day 1You send your client list
- Day 2You hear the call and approve it
- Days 3 to 7We call 50 of them
- Day 7You get who is ready, and the ones already scheduled
- ThenKeep calling the rest? Only then you pay, per scheduled client.
It's an AI, not a person. But it calls every single one the same day, in English or Spanish, and only passes you the ones who want to talk.
🎁 Bonus: your list report. Who answered, who wants it, and why the rest said no.
Nobody sets up a new process in March. The firms that start the season organized are the ones that can say yes to new work in February.
You already have more work than people, and a list of clients who come back every year.
3 mistakes that burn out your best people every tax season
- 📑Sending one long questionnaire in January and hoping it comes back.
- 📧Chasing missing tax forms by email while the return sits half done.
- 🗓️Assuming last year's clients will book on their own.
💸And while that continues, returns sit half done, and March turns into a traffic jam.
You pay only per scheduled client. Nobody schedules, you pay $0.
Get my 50 free callsClean files, ready before anyone opens the return.
Then, we schedule and ask.
Small requests by call and text, at the right time, within each state's calling rules.
Finally, you see who's scheduled and who sent their papers.
Every result saved in your system the same day.
Who's coming back this season, in 7 days
50 calls that get your clients scheduled, in 7 days.
Let us schedule your clients before January. Free to start, and you only pay when it works.
🎯What you getYour first 50 clients who come back every year, called.
The ready ones booked or transferred live to your team. The rest sorted: call back, not now, do not call.
⏱️How fast7 days.
From the day you send the list to the first booked results.
✋What you doSend the list. Approve the script.
We set up the number and the agent. You hear it before anyone else does.
🛡️If it doesn't workYou pay $0.
No install fee, no monthly fee, nothing per call. If nobody books, you owe nothing.
Everything in your pilot
- 🧹Your list, cleaned and phone-verifiedNo dead numbers get dialed.
- ✍️Your name, your script, your approvalThe agent calls you first. Nobody else hears it until you say yes.
- 📍A local number with your caller IDPeople pick up numbers they recognize.
- 🕘Only people who already know you, only in your hoursAnyone who says stop is recorded and never called again.
- 🔁Interested people booked or transferred liveWhile they're still on the line. Your team only takes the ready ones.
- 🗂️Every result, sent to you the same dayBooked, transferred, call back, do-not-call.
- 📊Included: your List ReportHow many picked up, how many are interested and why the rest said no. Counted, not guessed.
- 📄Bonus: The missing-documents chaseClients with missing forms get calls and reminders until the papers are in.
- ✍️Bonus: Engagement letter remindersClients who haven't signed this year's letter get a reminder call.
What it costs
$0 for the first 50 calls
Then you pay per result: a booked meeting or a reactivated client. The amount is quoted on the call, once we both know the list.
No install feeNo monthly feeNothing per call or per minuteNo results, nothing to pay
Show me who's ready
Somebody running these systems is already calling the same people. Pilots start in the order the lists arrive.
Can we test 50 of your client files first?
Nobody sets up a new process in March. Set it up in November, and your calendar is full by January 31.
✅You hear it firstThe AI calls your phone before anyone on your list gets a call.
👤You talk to the founderMauricio, with your list on the screen.
🛠️We do the workList, number and script. You approve.
Rather talk now?
✓
Keep your phone close.
The AI is about to call the number you left. Pick up: you’ll hear exactly what your customers would hear.
Questions
Questions we hear a lot.
Do you touch our client data?
We work with your checklists and your systems. What gets collected goes where it already goes; we don't move your files somewhere new.
Is this a chatbot on our website?
No. It's the outreach and collection layer: calls, follow-ups and reminders that your team doesn't have time to make.
How much does it cost?
No install fee and nothing up front. You only pay for results: a booked meeting or a reactivated client.
We don't replace people. We give you your life back.