Accounting & bookkeeping firms · 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.
Where time leaks
Patterns we see in this industry. Your workflow will differ; discovery confirms which ones apply.
Engagement letters are sent late.
PBC lists for reviews and audits are tracked in spreadsheets.
Partners chase staff and clients for status.
Deadlines for many entity types overlap.
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 New or recurring engagement opened
Outcome Every engagement starts with paperwork done
Typical stack: E-signature, Karbon or Canopy
Trigger Request list sent
Outcome Fieldwork starts on time
Typical stack: Suralink or client portal
Trigger Engagement opened
Outcome No missed deadlines across entity types
Typical stack: Practice management calendar
Trigger Every Monday
Outcome Partners stop chasing status by email
Typical stack: Practice management data, email
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 "Engagement kickoff" 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 with your engagement types and practice management system, mapping one engagement end to end before automating the rest.
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.
The broader playbook for the whole trade, including recipes that apply across specialties.
AI automation for Accounting & bookkeeping firms →FAQ
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.
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.
