CPA Firms
AI and finance operations support for CPA and accounting firms
Keep client communication moving through busy season, collect documents without chasing, and extend your team with bookkeeping and close support.
Hi! I'm your AI CPA Firms Assistant. How can I help today?
CH 01CPA Firms
Specialized features
- 01Client Intake & Engagement Scheduling
- 02Document Request & Reminder Flows
- 03Deadline and Filing Reminders
- 04Bookkeeping & Reconciliation Support
- 05Month-End Close Assistance
- 06Practice-Management & CRM Sync
CH 02Tailored solutions
How NaviCS AI works for CPA Firms
Each solution is configured around your intake rules, systems and review standards — not a generic script.
What we hear from cpa firms
- 01
Partners and seniors answering routine status calls
- 02
Returns blocked on documents clients have not sent
- 03
Seasonal peaks that are hard to staff for
- 01
AI Voice Agent for client lines
Answers inbound calls, handles status and appointment questions, and routes anything that needs an accountant to the right person with context.
AI Voice Agent - 02
Document chase automation
Scheduled reminders across call, chat and email until the checklist is complete, with every response logged against the client record.
AI Automation - 03
Accounting & bookkeeping delivery
A NaviCS team maintains ledgers, reconciliations and close packs to your review standards, so your staff stay on advisory work.
Accounting & Bookkeeping
Ready to transform every conversation?
Book a demo and see how NavicsAI Voice, Video, and Chat agents plug into your existing CRM stack.