For CPA firms, client follow-up automation projects are typically fixed-price, starting at $3,500 for foundational setups. The total investment depends on the specific workflows you want to automate, such as tax document collection or payroll reminders, and the complexity of integrating with your existing CRM or practice management software.
We begin by analyzing your firm's current client follow up processes, from initial engagement letter follow ups to year end tax document requests. This helps us identify specific pain points and opportunities to streamline your communication with clients.
Our team then custom builds and integrates automated sequences directly into your existing systems, whether it's setting up automated reminders for W-2 collection or scheduling follow ups for unsigned engagement letters. We ensure these automations precisely mirror your firm's brand voice and compliance requirements.
Once implemented, we provide comprehensive training to your team on managing and monitoring your new automated client follow up workflows. This ensures your staff can confidently leverage the system for ongoing tasks like quarterly payroll reminders or new client onboarding.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit