FirmFlow AI automates client communication, document collection, engagement tracking, and deadline management for accounting firms. AI agents chase clients for missing tax documents, monitor filing deadlines with tiered alerts, handle onboarding and status updates, and follow up on unpaid invoices. Firms reclaim 15-20 hours per week. Integrates with QuickBooks Online, Xero, and major tax software. Plans from $99/mo for solo practitioners to $699/mo for enterprise firms. 14-day free trial, no credit card required. IRS Circular 230 compliant, AICPA-aligned, SOC 2 data handling.
Under the hood, FirmFlow deploys purpose-built AI agents that each handle a specific function: Gatherer the Document Collection Agent (document collector), Deadline the Compliance Calendar Agent (deadline monitor), Engager the Client Communication Agent (client communicator). Each agent operates autonomously within defined boundaries, escalating to human staff when situations require professional judgment.
Compliance is built in from the ground up, with rules enforced for State-Board-Regulations, AICPA-Code-of-Conduct, GLBA-Safeguards-Rule, IRS-Record-Retention. Integrates with QuickBooks Online, Xero, Drake Tax, UltraTax CS, CCH Axcess, SmartVault and more. Communicates via email, sms, chat, phone.
Solo practitioners, small CPA firms (5-50 staff), regional accounting firms
Knows every doc needed per return type. Sends escalating reminders. Tracks what's in and what's missing.
Federal + state deadlines for every client. Alerts at 30, 14, 7, 3, and 1 day. Never miss a filing date.
AI reads every email. Auto-responds to routine questions. Routes tax questions to CPAs. Flags emergencies.
New client inquiry → engagement letter → portal access → document checklist. All automated in 24 hours.
Generate invoices, send payment links, track aging. Escalating reminders from friendly to final notice.
Review everything in your dashboard. Approve sensitive actions. Set boundaries. It's your firm — AI just runs it better.
14-day free trial
14-day free trial
30-day free trial