AI Bots for every Firm.

CPA Growth Partner

We can install and run individual AI bots or multiple bots. You can start with one AI bot and ramp up, or launch with a group of bots. No matter where you start you can easily ramp up or down, on a month-by-month basis.

Pick And Choose

Every Firm is different, with different priorities and pain points. In your first consultation we'll work with you to identify the best AI bot for your own situation.

With that done, we'll map out your existing process, and identify where to adapt the AI bot for your Firm.

Then we implement it for testing and showcasing internally for your review.

With your sign-off, we make it live and run it fully monitored and tracked to ensure it is delivering the goals.

You'll get reporting on its activities and volumes, as well as data on the impact it is having on your Firm.

The Four Groups Of AI Bot

You can select individual processes or bundled groups - really whatever addresses your priorities.

Marketing

  • Content creation

  • Video leverage

  • Daily content

  • All channel posts

  • Tailored emails

  • Q&A bots

  • Expert bots

  • Outbound calls

  • Lead capture

  • Lead nurture

Sales

  • Lead qualifier

  • Scheduling bot

  • Tailored proposals

  • Quote generator

  • Auto follow ups

  • Pipeline tracker

  • Client onboard

  • 24/7 support

Delivery

  • Reports issued

  • Track engagement

  • Chase documents

  • Deadline reminders

  • Client updates

  • Task assignment

  • Progress tracker

  • Data entry bot

  • File organizer

  • Feedback collector

Operations

  • Time tracking

  • Team check-Ins

  • Capacity tracker

  • Internal reports

  • Recruiting assistant

  • HR onboarding

  • Finance dashboard

  • Software usage

  • Meeting summaries

  • Policy updates

Marketing AI Bots: Marketing that helps you punch above your weight.

Marketing AI Bots are purpose-built to solve the biggest challenge small CPA firms face: attracting new prospects without needing a full-time marketing team.

What These Bots Can Do:

Whether you have zero marketing staff or one overwhelmed person doing it all, these bots give your firm the power to run personalized, AI-driven marketing campaigns — at scale, on autopilot.

— Write and send prospecting emails automatically

— Personalize content for different industries or firm sizes

— Post consistently across social channels

— Repurpose your content into blogs, posts, and newsletters

— Track engagement and follow up with interested leads

No more cold starts: Your brand stays visible without lifting a finger

Do more with less:Get agency-level output without the cost

Stay top-of-mind:Nurture leads while you focus on running the firm

Scalable & measurable:See what’s working and double down — automatically

Let the bots do the heavy lifting — while you focus on clients.

  • Content creation

  • Video leverage

  • Daily content

  • All channel posts

  • Tailored emails

  • Q&A bots

  • Expert bots

  • Outbound calls

  • Lead capture

  • Lead nurture

Content Creation

  • Pulls topics based on your niche, client questions, or industry trends

  • Generates drafts in your voice and tone

  • Optimizes content for SEO or engagement

  • Adds visuals, CTAs, or formatting if needed

  • Sends for approval or schedules for publishing

Video Leverage

  • Ingests your raw video (Zoom, Loom, webinar, etc.)

  • Transcribes and analyzes for key insights

  • Extracts short clips and quotes

  • Turns content into blogs, posts, captions, and emails

  • Queues content across channels

Daily Content Bot

  • Pulls from your content bank or generates fresh content

  • Aligns with calendar themes or firm events

  • Formats for different platforms

  • Schedules posting for optimal times

  • Tracks engagement and adjusts future content

Content Creation

  • Pulls topics based on your niche, client questions, or industry trends

  • Generates drafts in your voice and tone

  • Optimizes content for SEO or engagement

  • Adds visuals, CTAs, or formatting if needed

  • Sends for approval or schedules for publishing

All-Channel Posts Bot

  • Converts a single message into formats for each platform

  • Tailors tone/length (e.g., Twitter short vs. LinkedIn longform)

  • Adds appropriate hashtags, tags, or images

  • Schedules or posts instantly

  • Monitors clicks, likes, and shares

Tailored Emails Bot

  • Segments your audience by need, stage, or industry

  • Writes relevant, personalized email messages driven by their blogs, posts, industry, etc.

  • Sends on smart schedules (e.g., when they’re most likely to open)

  • Tracks opens, clicks, replies

  • Follows up or tags team if action is needed

Q&A Bots

  • Pulls topics based on your niche, client questions, or industry trends

  • Generates drafts in your voice and tone

  • Optimizes content for SEO or engagement

  • Adds visuals, CTAs, or formatting if needed

  • Sends for approval or schedules for publishing

Expert Bots

  • Trains on your expert content (whitepapers, webinars, guides, etc.)

  • Handles deep or technical client/prospect questions

  • Offers insights, tips, or explanations in plain language

  • Can hand off to humans if needed

  • Learns and improves over time

Outbound Calls Bot

  • Detects a lead trigger (e.g., form filled, link clicked)

  • Sends a voice message or SMS to follow up

  • Asks qualifying questions if needed

  • Offers a call booking link

  • Notifies your team if a hot lead responds

Lead Capture Bot

  • Pops up at the right time on high-converting pages

  • Offers helpful tools (checklists, calculators, etc.)

  • Collects name, email, and lead info

  • Tags leads based on input

  • Sends into your CRM or email list for nurture

Lead Nurture Bot

  • Places leads into appropriate sequences

  • Sends value-rich messages over time (education, insights, reminders)

  • Personalizes by industry, service interest, or behavior

  • Monitors engagement and adjusts pace/content

  • Flags warm leads for human follow-up

Sales AI Bots: Getting you selling more to new clients and existing clients.

Close more deals with less effort — even when no one is “doing sales.”

AI Sales Bots are designed to support busy CPA firms that don’t have a full-time sales team — or whose partners are juggling sales on top of everything else.

These bots take over the repetitive tasks that slow sales down and ensure no opportunity slips through the cracks.

— Auto-generate proposals right after a call

— Write follow-up emails and track replies

— Schedule calls and send reminders

— Update your CRM automatically

— Summarize sales calls and identify next steps

Speed up your sales cycle:Get proposals out in minutes, not days

Win back your time:Focus on conversations, not admin

Never miss a lead:Bots follow up — even when you're busy

Track performance:See where deals are won or lost, automatically

Let the bots do the follow-up — you focus on closing the deal.

  • Lead qualifier

  • Scheduling bot

  • Tailored proposals

  • Quote generator

  • Auto follow ups

  • Pipeline tracker

  • Client onboard

  • 24/7 support

Automatic Proposal Bot

  • Captures notes from sales call

  • Pulls service/package details from templates

  • Generates branded proposal

  • Uploads to DocuSign or PDF format

  • Sends to client and tracks status

Follow-Up Email Bot

  • Detects no response after proposal or call

  • Generates tailored follow-up message

  • Sends at smart intervals (1 day, 3 days, etc.)

  • Tracks opens/clicks/replies

  • Notifies team if engagement detected

Scheduling Bot

  • Sends booking links after inquiry or conversation

  • Syncs with your calendar availability

  • Sends confirmation and reminders

  • Logs call in CRM

  • Prepares agenda or notes from past interaction

Call Summary Bot

  • Transcribes call recordings

  • Summarizes key points, questions, and next steps

  • Adds notes to CRM or Slack

  • Suggests next actions or reminders

Lead Scoring Bot

  • Monitors email opens, page visits, downloads

  • Scores leads based on activity

  • Flags hot leads for follow-up

  • Adds tags for segmentation in CRM

Pipeline Tracker Bot

  • Monitors all open deals in your CRM or spreadsheet

  • Flags stalled deals (no action in X days)

  • Sends daily/weekly updates to sales owner or firm partner

  • Highlights deals by stage, size, or likelihood to close

  • Provides simple dashboards or reports for review meetings

Client Onboarding Bot

  • Detects when a deal is marked as “won”

  • Sends welcome email + intro video or checklist

  • Gathers onboarding info (company details, key contacts, goals)

  • Notifies delivery team with all relevant info

  • Schedules kickoff meeting automatically

24/7 Support Bot

  • Lives on your website or lead pages

  • Answers FAQs about your services, pricing, timeline, process, etc.

  • Qualifies the lead if interest is shown

  • Offers to book a call, request a proposal, or download a guide

  • Logs interaction in CRM and notifies your team for follow-up

Delivery AI Bots: Helping you deliver more value and help more clients.

Deliver faster, more consistently — without burning out your team.

AI Delivery Bots handle the behind-the-scenes tasks that slow down client service. They keep your work moving, your clients informed, and your team focused on what matters most. Perfect for firms that want to scale delivery without scaling headcount.

— Automatically request missing documents

— Track deadlines and send reminders

— Generate reports and send them to clients

— Monitor client engagement with shared files

— Deliver updates or check-ins at key milestones

Speed things up:Reduce delays and bottlenecks

Keep clients in the loop:No more radio silence

Help them take action: Automated analysis and recommendations

Improve consistency:Every client gets the same great experience

Protect your team:Less chasing, more doing

Run smoother, deliver faster — and make clients love working with you.

  • Reports issued

  • Track engagement

  • Chase documents

  • Deadline reminders

  • Client updates

  • Task assignment

  • Progress tracker

  • Data entry bot

  • File organizer

  • Feedback collector

Reports Issued Bot

  • Monitors when work (e.g. tax prep, monthly close) is completed

  • Pulls data from accounting/tax software or spreadsheets

  • Applies pre-approved templates and branding

  • Generates a clean, client-facing report

  • Emails the report to the client with a personalized message

  • Logs delivery and engagement (opened/viewed)

Track Engagement Bot

  • Monitors email opens, document views, and link clicks

  • Tracks how long clients engage with shared files or videos

  • Scores client engagement based on activity

  • Flags non-engaged clients for follow-up

  • Sends alerts to your team or routes data into your CRM

Chase Documents Bot

  • Sends a branded document request checklist to clients

  • Offers secure upload links or login to client portal

  • Tracks what's been submitted and what's still missing

  • Sends automatic reminders for outstanding items

  • Notifies your team when everything is received

Deadline Reminders Bot

  • Monitors internal deadlines and client-specific deliverables

  • Sends gentle nudges to both clients and staff

  • Escalates if tasks are overdue or blocked

  • Adjusts messaging based on time remaining or urgency

  • Logs accountability for reporting

Client Updates Bot

  • Identifies key milestones or status changes in a project

  • Drafts plain-language updates (e.g. “Your return is being reviewed”)

  • Sends via email, SMS, or portal notifications

  • Customizes tone per client or service type

  • Reduces inbound "status check" emails

Task Assignment Bot

  • Segments your audience by need, stage, or industry

  • Writes relevant, personalized email messages driven by their blogs, posts, industry, etc.

  • Sends on smart schedules (e.g., when they’re most likely to open)

  • Tracks opens, clicks, replies

  • Follows up or tags team if action is needed

Progress Tracker Bot

  • Pulls topics based on your niche, client questions, or industry trends

  • Generates drafts in your voice and tone

  • Optimizes content for SEO or engagement

  • Adds visuals, CTAs, or formatting if needed

  • Sends for approval or schedules for publishing

Data Entry Bot

  • Trains on your expert content (whitepapers, webinars, guides, etc.)

  • Handles deep or technical client/prospect questions

  • Offers insights, tips, or explanations in plain language

  • Can hand off to humans if needed

  • Learns and improves over time

File Organizer Bot

  • Detects new uploads or completed reports

  • Renames and categorizes files by client, type, and date

  • Stores in correct folders (Google Drive, OneDrive, etc.)

  • Maintains naming consistency across the firm

  • Sends quick access links to staff or clients if needed

Feedback Collector Bot

  • Sends client feedback request after key milestones (e.g., return filed, project complete)

  • Uses short forms or conversational AI to capture insights

  • Tags positive feedback for testimonials or referrals

  • Flags negative responses for quick recovery

  • Compiles results into dashboards or reports for leadership

Operations AI Bots: Bot that help your firm run efficiently behind the scenes

Run your firm like clockwork — without micromanagement.

Operations Bots help your firm stay organized, proactive, and efficient — even if no one is officially “in charge” of operations. They automate the back-office work that clogs up calendars and distracts your team from high-value work.

— Send timesheet and task reminders

— Track capacity and utilization

— Summarize internal meetings

— Assist with onboarding new hires

— Alert you to overdue tasks or bottlenecks

Less manual effort:Everything’s tracked — nothing slips through

More visibility:Know where your team stands, instantly

Fewer interruptions:Bots handle reminders, not people

Run leaner:Automate what others hire for

Free up your team. Tighten up your ops. Start with one bot and grow from there.

  • Time tracking

  • Team check-Ins

  • Capacity tracker

  • Internal reports

  • Recruiting assistant

  • HR onboarding

  • Finance dashboard

  • Software usage

  • Meeting summaries

  • Policy updates

Time Tracking Bot

  • Sends automated daily or weekly reminders to staff

  • Detects missing or incomplete timesheets

  • Offers quick-fill options via chat or form

  • Sends summaries to managers for approval

  • Tracks trends and creates time allocation reports

Team Check-Ins Bot

  • Pings team members with short pulse surveys or check-in prompts (e.g., “What’s your focus today?”)

  • Collects responses in Slack, Teams, or email

  • Flags blockers or morale issues

  • Compiles weekly summaries for managers

  • Tracks engagement over time

Capacity Tracker Bot

  • Pulls data from time tracking, task management, or project systems

  • Calculates current vs. available workload for each team member

  • Flags overcapacity or underutilization

  • Suggests task reassignments or hiring needs

  • Updates capacity dashboards in real-time

Internal Reports Bot

  • Gathers internal KPIs (hours billed, projects completed, utilization, etc.)

  • Formats into clean dashboards or reports

  • Sends to partners or ops team on a set schedule

  • Allows drill-down by team, service line, or client

  • Highlights trends, risks, and opportunities

HR Onboarding Bot

  • Sends welcome message and links to key resources

  • Guides new hires through forms, policy docs, and system setup

  • Notifies IT to create accounts/access

  • Tracks completion of onboarding steps

  • Introduces new hires to teammates via Slack or email

Finance Dashboard Bot

  • Pulls data from accounting, payroll, and expense tools

  • Tracks cash flow, budgets, AR/AP, and firm financial KPIs

  • Flags issues like overdue invoices or budget overruns

  • Sends scheduled financial summaries to firm leadership

  • Visualizes trends to support better decision-making

Software Usage Bot

  • Monitors login frequency and activity across firm tools

  • Identifies unused or underutilized licenses

  • Flags duplicate tools or overlapping costs

  • Suggests optimization or cancellation

  • Creates monthly software usage reports for ops/IT

Meeting Summaries Bot

  • Joins or records internal meetings (Zoom, Teams, etc.)

  • Transcribes key discussions

  • Summarizes decisions, action items, and follow-ups

  • Sends recap to attendees via email or chat

  • Logs summary in knowledge base or project tool

Policy Updates Bot

  • Drafts internal policy announcements (e.g., PTO, remote work, security)

  • Sends to team via Slack, email, or intranet

  • Tracks acknowledgment and completion (e.g., “Mark as read”)

  • Follows up with non-responders

  • Stores signed/acknowledged policies in HR files

READY TO get your first AI Bot?

Get Started Today!

Discover how automation can streamline your operations, enhance client service, and unlock your team’s full potential.

Schedule a call today to explore how we can help your firm move forward with confidence.

Contact Us

CPA Growth Partner

125 West 25th Street, New York New York 10075

Legal

Privacy Policy

Terms & Conditions

Connect

© CPA Growth Partner 2025 All Rights Reserved