Real estate, finance & insurance
Collect client documents before deadlines, categorize transactions faster and spend tax season on review instead of chasing.
Where time leaks
Patterns we see in this industry. Your workflow will differ; discovery confirms which ones apply.
Tax season is spent chasing missing W-2s, 1099s and receipts.
Month-end close is delayed by uncategorized transactions and missing receipts.
Engagement letters and organizers are sent and tracked manually.
Client questions arrive by email and get buried.
Named for compatibility only. No partnership or endorsement implied; we confirm API access for your plan during discovery.
Automation recipes
Trigger → steps → outcome. Each one is a scoped, fixed-price build.
Trigger Organizer sent
Outcome Files complete earlier
Typical stack: TaxDome or Canopy
Trigger New bank feed transactions
Outcome Faster month-end close
Typical stack: QuickBooks Online or Xero, Dext
Trigger New client signs up
Outcome Onboarding without spreadsheets
Typical stack: Karbon, DocuSign
Trigger Email arrives in the shared inbox
Outcome Nothing buried in the inbox
Typical stack: Karbon, Outlook or Gmail
Trigger Last business day of month
Outcome Visible close status
Typical stack: Karbon or spreadsheet
Interactive
Pick what starts it and what should happen next. Your workflow assembles live below. This is a planning tool; we confirm what your tools support during discovery.
Your workflow
Planning previewAdd at least one step on the left.
Tap "Start a missed call" and reply as the customer. Runs in your browser.
Incoming call…
Nobody can answer right now
Move the sliders to match your business.
Est. recovered / month
Est. per year
missed → re-engaged → won per month
Estimate = leads × missed % × re-engaged % × close % × deal value, using only the numbers you entered. Not a guarantee; excludes software and build costs.
Plan my text-back automationStep through "Tax document chaser" one stage at a time. Click any step.
ROI estimate
Preset for a small team. Change the numbers to match your business.
How we implement
We start outside tax season with onboarding and inbox triage, so document chasing is tested and ready before deadlines.
Discovery call: We walk through your current process and tools (free, 30 minutes).
Workflow map & fixed quote: Written scope, software costs listed separately, compliance notes included.
Build in a test environment: Your accounts, test data first, then a supervised pilot.
Handover: Documentation, training and an optional support plan.
General information, not legal advice. Confirm requirements with your own counsel or compliance officer.
Want these automations running in your business?
Tell us your tools and the one task you'd remove first. We reply with a plan.
By specialty
Each specialty runs on different calls, paperwork and software. Pick the one closest to how your business works.
Tax preparation →
Get every client's W-2s, 1099s and K-1s in before the crunch, chase missing items automatically, and keep clients updated on return and e-file status.
Bookkeeping services →
Get receipts and uncategorized transactions answered by clients without endless emails, close each month on a checklist, and send owners a plain summary.
CPA firms →
Send engagement letters and PBC lists at the start of each engagement, track every client deadline, and keep partners free of status-chasing.
FAQ
HVAC
Answer every no-heat and no-cool call, keep maintenance agreements renewing and stop re-typing jobs into ServiceTitan or Housecall Pro.
Plumbing
Triage burst-pipe emergencies from routine drips, quote water heaters faster and keep drain and jetting jobs flowing from call to invoice.
Electrical contractors
Qualify panel upgrades, EV charger installs and generator leads before a truck rolls, and keep permits, inspections and change orders on track.
Roofing
Turn storm-season lead floods into scheduled inspections, keep insurance claim paperwork moving and follow up every estimate without a bigger office.
Landscaping & lawn care
Fill routes, renew seasonal contracts and handle weather reschedules without the owner texting every client from the truck.
Cleaning & janitorial
Quote residential cleans instantly, keep commercial contracts staffed and prove every visit with checklists, without more office hours.
Pest control
Answer "I just saw a rat" calls instantly, keep quarterly service routes full and document treatments the way regulators and customers expect.
Remodeling & general contractors
Qualify kitchen and bath leads by budget, keep selections and subcontractor schedules moving and stop change orders from eating your margin.
Auto repair shops
Answer phones while bays are busy, send digital inspection approvals that customers actually read and bring cars back for due service.
Salons & day spas
Fill last-minute cancellations, cut no-shows and rebook clients before they drift, while stylists stay with the client in the chair.
Fitness studios & gyms
Convert trial sign-ups into members, catch at-risk members before they cancel and keep class waitlists full.
Restaurants
Take reservation and catering calls during service, reconcile third-party delivery payouts and keep inventory counts from becoming a Sunday-night chore.
Real estate agents & teams
Respond to Zillow and website leads in minutes, keep Follow Up Boss current and move every transaction from contract to close without a missed deadline.
Property management
Triage maintenance requests 24/7, answer prospective tenants instantly and keep renewals, inspections and owner reports on schedule.
Mortgage brokers & loan officers
Collect borrower documents without chasing, keep realtors updated on every milestone and follow up on pre-approvals that haven't converted.
Insurance agencies
Gather quote information once, speed up renewals and certificate requests, and keep every client touchpoint logged in your agency management system.
Law firms
Qualify intake calls by practice area, run conflict checks before the consult and keep Clio matters, deadlines and billing current without more paralegal hours.
Staffing agencies
Screen applicants in minutes, fill shift requests faster and keep onboarding paperwork and timesheets moving without recruiters drowning in admin.
Dental practices
Keep the schedule full, verify insurance before the visit and reactivate overdue hygiene patients, designed around HIPAA requirements from the start.
Chiropractic & physical therapy
Keep patients on their care plans, handle visit authorizations and fill the schedule, with HIPAA requirements built into every workflow.
Med spas & aesthetic clinics
Turn consult inquiries into booked treatments, run package and membership follow-ups and keep consent forms complete, with HIPAA and medical oversight in mind.
Veterinary clinics
Answer the phone during surgery hours, keep vaccine reminders and refill requests moving, and send discharge instructions that owners actually read.
E-commerce stores
Answer "where is my order?" automatically, catch inventory and fulfillment problems early and turn reviews and returns into data you can act on.
Trucking & logistics
Process rate confirmations and PODs automatically, keep shippers updated on every load and get invoices out the day a load delivers.
Free tools: ROI calculator · AI readiness assessment · Experience Lab
Next step
Two short steps. We reply by email, usually to set up a 30-minute discovery call.
What happens after you submit
We read it personally
A person reviews your note. No automated sales sequence.
We reply by email
Usually with 2–3 clarifying questions and times for a 30-minute call.
You get a written plan
Workflow map, fixed quote and listed software costs before any build. No obligation.
Prefer to talk? Call (214) 891-5650 or email info@fullstopsolutions.com.
Not ready to talk? Try the ROI calculator or readiness check. No email needed.
