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AI Assistant forCpas

Stop drowning in busywork. Your AI assistant handles schedule consultations and meetings, collect client intake information, and more. 24/7. Automatically.

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24/7
Always on
2min
Avg response
500+
Tools integrated
Your Cpas AI
Working autonomously
Schedule consultations and meetings

✓ Done! Here's what I did:

Client intake while you focus on casework
Intelligent scheduling across all calendars

Anything else you need?

Perfect, thanks!

SOUND FAMILIAR?

Cpas professionals deal with this every day

Client inquiries competing with billable work

Scheduling across multiple calendars

Document requests and follow-ups

New client intake taking too long

Administrative work eating into revenue time

THE SOLUTION

Here's how Novasoft AI helps

Your AI assistant handles the busywork so you can focus on what matters

Client intake while you focus on casework

Intelligent scheduling across all calendars

Document collection on autopilot

Professional responses around the clock

More billable hours, less admin time

WHAT IT DOES

Specific tasks your AI handles

1

Schedule consultations and meetings

2

Collect client intake information

3

Send document requests and reminders

4

Answer service and pricing questions

5

Manage client communications

THIS IS DIFFERENT

Other AI talks. Ours does.

❌ OTHER AI ASSISTANTS
  • "Here's how to handle schedule consultations and meetings"
  • "I can help you draft that message"
  • "Let me explain the process"
  • "I recommend you do X, Y, Z..."
✓ NOVASOFT AI
  • "Done. Client intake while you focus on casework"
  • "Message sent. Here's what I wrote."
  • "Task completed. Moving to the next one."
  • "All handled. Here's the summary."
“Novasoft AI changed how we run our cpas business. We respond to every lead instantly now and our conversion rate has doubled.”
Happy Cpas Professional
Financial Services Industry

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Ready to transform your cpas business?

Join thousands of cpas professionals already using Novasoft AI. Start your free trial today.