Accounting, Tax & Professional Services
Fill the calendar and clear the admin without adding headcount
Professional firms live and die by two things: a full, well-sequenced calendar and clients who send documents on time. Both are administrative problems, and both automate well.
Where the time goes
The problems we hear every time
Season crushes the front desk
Call volume triples in filing season exactly when billable staff have the least slack.
Appointments are variable length
A quick return and a complex corporate file are not the same booking, so naive scheduling wrecks the day.
Chasing documents is the job
Half of engagement time is spent asking clients for the same missing items.
Advice must stay consistent
Answers to routine questions have to match firm policy and prior guidance, every time.
- Peak season
- Call coverage without temporary front-desk hires
- Right length
- Appointments matched to service complexity
- Chased for you
- Missing client documents pursued automatically
The playbook
What we automate here
Bought one module at a time, in the order that pays back fastest for this kind of operation.
Voice intake and smart scheduling
Callers are identified, their service need classified, and the right length of appointment booked with the right professional — including waitlist and reschedule handling.
Document collection automation
Personalised checklists per client, automated reminders, intake of whatever they send, classification and completeness checking.
Deadline and compliance tracking
Filing dates, instalments and obligations tracked per client with escalating internal alerts.
Knowledge-grounded client replies
Routine questions answered consistently from firm policy and previous guidance, escalating anything requiring professional judgment.
Call summaries into client records
Every call transcribed, summarised and filed against the client so nothing depends on notes.
Practice reporting
Booked capacity, no-show patterns, outstanding documents and workload per professional in one recurring view.
Your existing stack
Nothing gets ripped out
We read what your systems produce and write back into them. The tools stay; the manual work between them does not.
Solutions
The systems behind this playbook
AI phone reception
AI phone reception for small and mid-size businesses: 24/7 answering, appointment booking, call summaries, smart routing and automatic follow-up on every missed call.
From $59 / monthDocument automation
AI document automation that reads fiscal notes, scale tickets, invoices and statements from email, PDF or a phone photo, validates them, and pushes structured data into your sheets and accounting system.
From $3,000 setup + $250 / monthExecutive AI agent
A private AI agent trained on an owner's or executive's own decisions, email history and business rules: it drafts replies, briefs the team, screens requests and keeps answers consistent.
From $6,000 setup + $600 / monthLaunch package
A fixed-price launch package for new and newly-serious businesses: business phone system, AI receptionist, CRM with automated follow-up, and a fast, search-ready website.
From $4,900 one-time + $349 / monthOur own software
Products we built for this kind of operation
Boltsolve
Boltsolve is our AI support desk: every channel lands in one queue, the AI classifies and investigates each ticket, prepares the actual fix, and waits for a human to approve before it ships and replies on the original thread.
boltsolve.com
Agent Portal
The Agent Portal is the software behind Webkms AI phone reception: a per-client portal with every call's recording, transcript, outcome and cost, plus per-agent billing — passwordless sign-in, no shared logins.
agent-portal.webkms.com
Questions we get asked
Can it handle different appointment lengths and specialisations?
Yes. Service type drives duration, buffer and which professional is offered, including waitlists when the calendar is tight.
Will it give clients tax advice?
No. It answers logistics and firm-policy questions and books time with a professional for anything advisory.
Talk to someone who knows professional services
Bring one workflow that eats your week — calls you miss, documents you retype, reports you rebuild. We will map it, tell you what it costs to automate, and what we would do first.