AI agents for accounting firms that pick up the phone, the website chat and the email in the weeks when nobody in the office can, answer what a new client asks about services, fees and hours from your own material, send the document checklist and the deadline reminder you wrote to the clients who need it, and book the meeting into your calendar. No tax advice, no financial advice, and every conversation kept.
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In the weeks before a filing deadline, the calls arrive faster than anyone can take them and every one interrupts a return. The agent answers on your own Twilio number, in real time, from the script you saved. It tells a new caller what the firm does and what a first meeting costs, tells an existing client what documents you are still waiting for if you gave it that list, and asks the questions you wrote: what kind of return, what kind of business, which deadline they are working to. It does not answer "can I deduct this?", because it is configured not to; it takes the details and says an accountant will call.
Every call is recorded and transcribed against the caller's record, and lands in the inbox tagged as a call, next to the chats and emails. If the caller wants a meeting, the agent offers real open slots from the calendar and books the one they choose. Answering and dialling are separate switches.
A business owner on your website at 9pm asking whether you do bookkeeping as well as year-end, what a monthly package costs, or whether you take clients in their industry, is answered in the chat widget from your services pages, your Q&A pairs and your fee data points. Then it is asked the onboarding questions you wrote, and offered a meeting. The widget asks for an email address when the conversation is worth keeping, so the same person is recognised when they phone the next day.
The agent links only to pages of your own site you allowed, so it sends people to your services page, your fees page or your new-client form and nowhere else. A person can take the thread over from the inbox at any moment and hand it back when they are done.
A campaign is a sequence of messages you wrote, sent on a schedule you set, to a list you chose. Load the clients who have not sent their documents and run the checklist at them: an email on the day, a text three days later if they did not open it, a final note the week before the deadline. Each step carries its own delay and send condition, the text step carries the sending window and the Reply STOP line, and the whole plan shows on a review screen before the first send.
When a client replies "sent them this morning" or "can we push the meeting?", the agent answers from your material and stops the sequence on that person. When they ask something that needs an accountant, the thread comes to you with the agent standing down.
Every call transcript, chat, email, text and DM is stored against the person it belongs to, in order, with timestamps, and every reply the agent wrote is stored alongside the material it was generated from. When a partner wants to know what a prospect was quoted for a monthly package, or whether a client was reminded before the deadline, the thread is there with the Q&A pair or the data point it came from.
The dashboard counts people, not messages: how many prospects the agent reached, how many replied, how many visited your site, and how many booked a meeting, by channel and by agent. Set a goal with a dollar value on a booked meeting or a signed engagement, and the funnel reports what each channel and each reminder campaign produced.
An accounting firm has two problems that arrive at the same time every year. In the busiest weeks, the phone rings more than it does in the rest of the year put together, and the people who could answer it are the people doing the returns. New clients ring, hear the voicemail, and ring the next firm. Existing clients ring to ask whether you got their documents, and each call costs the accountant twenty minutes of concentration. And the follow-up that would have won the new client, the third email after the proposal went out, never happens, because it is April. AI agents for accounting firms exist to take the first conversation, the routine question and the reminder off the people whose time is billable.
Bold Agent Kit gives you one agent that works every channel a client or a prospect uses: the phone, through your own Twilio number, in real time; the chat widget on your website; the mailbox; text messages on your own number; and the DMs on eleven social platforms. You give it what it needs once: your services and what each one costs as data points, your hours and your office details, your Q&A pairs for the questions every new client asks, and the onboarding questions you want asked in the order you want them. You write the rules: what it may quote, what it may not answer, and when it must stop and fetch an accountant. Then it runs the same conversation on every enquiry, in the middle of tax season and in the quiet of July.
It gives no tax advice and no financial advice, and it is configured not to. "What can I claim?", "should I incorporate?", "is this late penalty right?" are handed to a person, every time, with the details taken so the accountant can call back prepared. What the agent does say is drawn only from the material you gave it, and every reply is stored beside its source, so a partner can read back exactly what a client or a prospect was told and where it came from. Confidentiality and your professional body's rules on client communication remain the firm's responsibility, as they would with a receptionist. The firm decides what may be said.
The same agent sends the messages you write to the clients who need them: the document checklist at the start of the season, the reminder when the deadline is three weeks out, the note that the return is ready to sign. Each is a campaign you built from your own words, sent from your own mailbox and number, on the days and inside the hours you set, that stops the moment the client replies. And the proposal that went out to a new client is followed up on a schedule, by email and by text, until they sign, reply or ask it to stop. All of it is $25 a month for the whole firm, with unlimited agents, so a second office or a second partner is another agent and not another bill.
A firm can do faultless returns and still lose new clients and frustrate old ones, because the front of the practice runs on whoever is free. Four things get in the way.
In the weeks before a deadline, every call is answered late or not at all, because the people who could answer it are the people doing the work. The new client who rings on the 3rd of the month and gets voicemail has signed with someone else by the 5th, and nobody in the office had a free minute to notice.
"Did you get my documents?", "what do you need from me?", "when is it due?". Each one is answered from memory by an accountant who was in the middle of a return, and each one costs twenty minutes of concentration on top of the two minutes on the phone.
The engagement letter went out, the prospect said they would look at it, and the follow-up that would have signed them on the third touch is the task that never gets done in April. The firm paid to attract the enquiry and then let it go for want of one more email.
The checklist is sent when a partner thinks of it, to the clients they can remember, from a template that was last updated three years ago. The clients who needed the reminder most are the ones who did not get it, and their documents arrive the week of the deadline.
You build the agent once, with your services, your fees, your questions and your hand-over rules. From then on it takes every enquiry and every routine question on the channels you connect, sends the reminders you wrote, and only fetches an accountant for the conversations that need one.
It picks up the call on your own Twilio number, answers the chat widget, the mailbox and the DMs, and replies from your documents, your Q&A pairs, your fee and hours data points and the pages of your site you allowed. What the firm does, what a monthly package costs, what a new client needs to bring: answered. What a client should do about their own tax: handed to an accountant, every time.
A document checklist or a deadline reminder is a campaign you wrote: an email on day 1, a text on day 4 if it was not opened, a final note before the deadline. Each step has its own delay and send condition, nothing goes out on a day or at an hour you have not allowed, and the sequence ends the moment the client replies, books or opts out.
It is given your real open slots for the week ahead, offers a few, and writes the one the client picks into your calendar, or into a specific partner's calendar if each partner has their own agent. Anything you named in its instructions, a question about a client's own position, a complaint, a notice from a tax authority, goes to your inbox with the agent standing down until you hand the thread back.
The checklist and the deadline reminder go out from the firm's own mailbox, connected with an app password for Gmail or Outlook or as an SMTP and IMAP host for anything else, so they arrive from the address clients already know. Mail is sent through your own server, not a shared relay, and replies come back over IMAP and are answered from the address they arrived at. An agent can hold several mailboxes and rotate a campaign between them.
Each mailbox carries a health score out of 100, built from SPF, DKIM and DMARC on your domain, seven days of real sends and bounces, and where its warm-up mail is landing, with the reasons listed. A mailbox whose bounce rate or spam placement crosses a threshold rests itself out of rotation before it damages the domain. Every campaign email carries a one-click unsubscribe, and an opt-out on one channel stops the sequence on all of them.
Each one answers a problem above, and each one runs without an accountant stopping a return to do it.
The call, the chat and the email are answered the moment they arrive, from your services and fees, with your onboarding questions. No voicemail, no "we will get back to you after the deadline".
Every prospect is quoted the same package price and every client is told the same document list, on every channel, because it is one agent with one knowledge base.
Email, text, email again, on your schedule, inside your hours. It stops the moment they sign, reply or opt out, and it never forgets one because it is April.
Transcripts, chats, emails and texts on one row per person, with timestamps and the source of every reply, so a partner can see the reminder went out and what the prospect was quoted.
Every call, chat, email, reminder, reply and booking is recorded against a person and reported as a funnel, per agent and across all agents. This is the part that tells the firm which of its marketing actually produces a signed engagement.
The funnel counts people rather than messages: how many prospects the agent reached, how many replied, how many went on to visit your site, and how many booked a meeting or signed, with the total value won and the median time from first contact to booking. Set a goal with a dollar value on a booked meeting, or mark an engagement as won by hand with the annual fee attached, and the dashboard reports what each channel and each campaign brought in.
Below the funnel, a channel table shows where each person first made contact and which channel they were on when they booked, so you learn whether it is the website chat, the phone or the referral email that produces clients for your firm. A reminder campaign reports how many clients it reached and how many replied, so you know who still has not sent their documents. One row per person shows the whole history in order, and, with the one-line snippet on your site, visit triggers close the loop: when a known prospect returns to your fees page and leaves, the agent tells you, or follows up after a delay on the channel they last used.
Built from the cookie, email address and phone number attached to that contact, so activity months apart on different channels appears on one row.
Page goals and visit triggers require a one-line snippet on your website. Conversations, bookings and manually marking a deal won work without it.
Each of these is usually a separate person, a separate service or a separate tool, and most of them are priced per call, per conversation, per contact or per seat. Here they are one plan.
| The job | What it normally takes | Bold Agent Kit |
|---|---|---|
| Answering the phone in tax season | A seasonal receptionist, or an answering service priced per call | Included, on your own number |
| Answering "what do you charge?" and "what do I bring?" | An accountant, interrupted, from memory | Included, from your fees and Q&A pairs |
| Live chat on the website | A chat vendor, priced per conversation | Included, from your own material |
| Sending the document checklist and the deadline reminder | An email tool priced per contact, and somebody to remember | Included, in your words, on your schedule |
| Chasing the proposal until it is signed | A task on a partner's list that never reaches the top | Included, by email and text until they reply |
| Booking the meeting into the right partner's calendar | A booking link, and hoping they use it | Included, the agent books it |
| A record of what every client was told | Sent folders, call notes and memory | Included, one row per person, with recordings |
| The AI itself | Metered per minute, per conversation or per credit | Your own key, billed by your provider at cost |
Bold Agent Kit is $25 a month, or $200 a year, for the whole firm: every agent, every channel, every client, no per-call or per-seat charge. The only other costs are your carrier's, for calls and texts, and your AI provider's, typically a few dollars a month.
The same agent covers all of these. Many firms run one per office, one per partner, or one for new clients and another for existing-client reminders.
A firm that wants every call and enquiry answered in the weeks when nobody can. Connect the agent to the main line, the chat widget, the enquiries mailbox and the social accounts, load the services, fees and hours, and never create a campaign. It answers what comes in, asks the onboarding questions you wrote, books the meeting, and hands anything about a client's own position to an accountant.
A firm with a list of clients who need the checklist, the deadline reminder or the note that the return is ready. Upload the list as a CSV, or pull the segment from HubSpot or GoHighLevel, and run the messages you wrote at it on the days you set. The agent answers the replies and stops on each client the moment they respond.
A firm where each partner runs their own book, or a multi-office practice. One agent per partner or per office, each with its own number, mailbox, calendar, fee sheet and instructions, and nothing shared between them. Each agent follows up its own proposals on a schedule and books meetings into its own calendar, and each partner sees only their own funnel.
Connect the tools you already run and the agent works them like an assistant would: it takes appointments straight into your calendar, writes notes and outcomes back to the CRM, and reads your store to see what somebody has bought before it answers them.
Bookings are real, not guesses. It is only ever given slots that are genuinely free, and it can only take one it actually offered — so it cannot invent a time or double-book you. The same connection pulls a segment of past customers into a list when you want to run a campaign at them.
HubSpot
GoHighLevel
Housecall Pro
ServiceTitan
Jobber
Google Calendar
Microsoft 365
Calendly
HubSpot Meetings
Zoho Bookings
Acuity
Cal.com
Square
Stripe
Shopify
WooCommerce
Wix
SquarespaceEach agent uses a model on your own API key, in the same way it sends from your own mailbox and your own phone number. Sixteen providers are supported: OpenAI, Anthropic, Gemini, xAI and Mistral; DeepSeek, GLM, Kimi, Qwen and MiniMax; Groq, Together, Fireworks and OpenRouter; and Ollama or any other OpenAI-compatible endpoint you host yourself.
Bring your own credentials and you own the whole stack: your model provider, your mailboxes, your carrier, your CRM. We charge for the software and nothing else — no token markup, no metering, no credit packs — so your provider bills you direct at their rates, usually a few dollars a month per agent.
OpenAI
Anthropic
Gemini
xAI
Mistral
DeepSeek
GLM
Kimi
Qwen
MiniMax
Groq
Together
Fireworks
OpenRouter
Ollama
Any OpenAI APIA new address sending forty cold emails a day gets filtered, and takes the domain with it. Mailboxes that opt into warm-up send each other ordinary mail on a ramp, starting at five a day. The receiving mailbox finds each message, moves it out of spam if it landed there, marks it read and replies to a share of them.
Each mailbox carries a health score out of 100 — SPF, DKIM and DMARC on the sending domain, seven days of real sends and bounces, and where its own warm-up mail is landing — with the reasons listed. A mailbox whose bounce rate or spam placement passes a threshold is pulled out of campaign rotation automatically, before it damages the domain.
Three steps. Inbound answering is a switch per channel, and a reminder or follow-up campaign is created as a draft that shows you the whole plan, every client and every step, before it sends anything.
Name it, choose a model and paste your API key. Then give it what it needs to answer a prospect or a client: your services pages, your fees for a first meeting and your packages as data points, your hours and office details, the document checklist as a document, and your Q&A pairs for the questions that come in thirty times a day. "What do you need from me?", "do you do bookkeeping?", "when is the deadline?".
Write the instructions last: the onboarding questions in the order you want them asked, what it may quote and what it may not, the plain rule that it gives no tax or financial advice, and the exact situations in which it must stop and fetch an accountant. A question about a client's own position, a notice from a tax authority, a complaint and an existing client with an urgent matter are the usual four.
Add the main line on Twilio, the enquiries mailbox, the chat snippet for your website and the social accounts clients actually message. Each one runs on your own account, so the calls come from your number, the reminders from your domain, and the reputation stays yours.
Then add the calendar the meetings go into, Google Calendar, Microsoft 365 or Calendly, and the CRM if you run one, so the agent writes the onboarding answers to the record and recognises an existing client when one calls. Load the client list for reminders as a CSV export, or pull it as a segment from the connected CRM.
Switch auto-reply on for the channels you want the agent to answer. Answering calls is its own switch, and dialling is another, so the agent can pick up every call in tax season without ever placing one. From that moment it takes every enquiry and every routine question that arrives.
For the checklist, the deadline reminder or the proposal follow-up, build a campaign, set the days, hours and time zone it may send, and read the whole plan on the review screen: every client, every step, every date. Nothing leaves until you press Start. Pause it the day the deadline passes and resume the same campaign next season.
One account runs unlimited agents, one per client, and nothing is shared between them. A knowledge base belongs to a single agent, and content from one agent is never used to generate replies for another.
Invite a client by email address and they get their own login, which opens onto the one agent you gave them: its conversations, its numbers, its analytics and a reply box. They cannot see your other clients, your API keys, your settings or your billing. Access is deny-by-default.
No seat tiers, no credit packs, no per-agent or per-channel pricing, and nothing held back behind an enterprise call.
| Agents | |
|---|---|
| How many | Unlimited — one per business, brand or job |
| Shared brain | The same identity, instructions and knowledge on every channel |
| Knowledge base | Documents, Q&A pairs, data points and pages of your own site |
| Isolation | One agent's content is never used to reply for another |
| Client seats | Invite a client into one agent, with their own login |
| Channels | |
| As many mailboxes per agent as you connect, rotated by campaigns | |
| Text messages | Nine providers — Twilio, Telnyx, SimpleTexting, Plivo, Vonage, Sinch, Bandwidth, MessageBird, ClickSend |
| Phone calls | Answering and dialling, with recordings and transcripts |
| Transcription | Google, or Deepgram nova-3 on your own key |
| Voices | Google, Amazon Polly and ElevenLabs, or your own ElevenLabs / Fish Audio account |
| Voice cloning | Record a voice in the browser and clone it on your ElevenLabs or Fish Audio key |
| Website chat | A widget on your site with your colour, image and greeting |
| Social DMs | Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit, X |
| Inbox | |
| One list | Every channel's conversations together, newest first, tagged by channel |
| Filters | By channel, by mailbox or number, or by agent |
| Takeover | Reply yourself and the agent stands down on that thread |
| Hand back | Return the thread to the agent when you are done |
| Campaigns | |
| Multichannel sequences | Email, text and call steps in one campaign, each with its own timing |
| Send conditions | Send a step only if they opened, did not open, clicked or did not click |
| Schedule | The days, hours and time zone anything may be sent |
| Stop rules | A reply, a booking or an opt-out on any channel ends the sequence |
| Pacing | Per-mailbox and per-number hourly limits, pausable and resumable |
| Review before start | The full plan is shown; a campaign sends nothing until you start it |
| Templates | Email, text and call scripts, saved once and reused |
| Analytics | |
| Funnel | Reached, replied, visited, converted, plus value won and time to convert |
| By channel | Where each person started, and the channel they converted on |
| Pages | Which pages known people read, and how many of them converted |
| Journeys | One row per person: every message, visit, call and booking in order |
| Goals | A page rule or a manual "won", each with a dollar value |
| Triggers | A known person returns to a page — notify you, or send a follow-up |
| Open and click tracking | Recorded per campaign and added to that person's history |
| Integrations | |
| Calendars | Google, Microsoft 365, Calendly, Cal.com, Acuity, Zoho, Square, HubSpot Meetings |
| CRMs and commerce | HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify, WooCommerce, Wix, Squarespace |
| Booking | Real open slots offered, and only an offered slot can be booked |
| CRM import | Import a segment of customers into a contact list |
| Deliverability and compliance | |
| Mailbox warm-up | Ramped sending across the network, with spam rescue and replies |
| Health score | SPF, DKIM, DMARC, bounce rate and inbox placement, with reasons |
| Auto-rest | A failing address is removed from rotation automatically |
| Unsubscribes | One click, honoured automatically, including on queued mail |
| Reply limits | One reply per thread, per-sender daily and per-channel hourly caps |
| Filtering | Bounces, out-of-office and no-reply addresses ignored |
| List building | |
| Contact extraction | Emails, phone numbers and social profiles, on any site. Unlimited. |
| Deep scan | Follows the pages of a domain most likely to carry contact details |
| Domain queue | Load a CSV of sites and work through them one at a time |
| Contacts and lists | Unlimited, by email or phone, with CSV import and export |
| AI | |
| Your own key | Sixteen providers, including any OpenAI-compatible endpoint you host |
| What we charge for AI | Nothing — no markup, no metering, no credit packs |
| On calls | Uses your provider's fastest model automatically |
| Account | |
| Platforms | Chrome side panel and web dashboard on one login |
| Members' forum | Six boards, visible only once you are signed in |
| Referral program | $50 a year per referral ($5 a month), recurring for the life of the account |
| Support | support@boldagents.co |
Billed monthly. No add-ons, no seat tiers. Cancel anytime.
$16.67 a month, billed once a year. No add-ons, no seat tiers. Cancel anytime.
No, and the agent is configured not to. It answers about the firm: which services you offer, what a package or a first meeting costs, what a new client needs to bring, when you are open, all from the material you gave it. When a caller asks what they can claim, whether they should incorporate, or whether a penalty notice is right, the agent says an accountant will answer that, takes the details needed to call back, and the thread lands in your inbox with the agent standing down. The rule is written into its instructions, and every reply is stored beside the source it was generated from, so a partner can check that it held.
That is what it is for. The agent answers the phone on your own Twilio number in real time, using the fastest model your provider offers on a call so it does not leave silences, and it answers the chat widget, the mailbox and the DMs at the same time. There is no queue and no per-call charge, so the week before the deadline costs the same as a quiet week in July. Calls are recorded and transcribed against the caller's record, and anything you named in its instructions comes to the inbox for an accountant. You can leave the answering switch off during office hours and on outside them, or on all the time.
Yes, as campaigns you write. Load the clients as a CSV or a HubSpot or GoHighLevel segment, write the checklist email and the reminder text in your own words, set the days, hours and time zone, and read the plan before you start it. A step can go only to clients who did not open the previous one. When a client replies, the agent answers from your material and stops the sequence on that person; when they ask something that needs an accountant, the thread comes to you. The campaign reports who was reached and who replied, so you know who is still outstanding, and it links only to pages of your site you allowed, such as your upload page.
It books. The agent is given your real open slots for the week ahead from Google Calendar, Microsoft 365, Calendly or one of the other supported calendars, offers a few of them, and when the client picks one, checks it against the slots that were offered, writes it into the calendar and confirms it in the reply. It cannot book a time that was not free and cannot cancel an appointment it was not shown. With one agent per partner, each agent books into that partner's own calendar, so a bookkeeping enquiry does not land in the tax partner's diary.
With a sequence you wrote. Add the prospect to a list, and the campaign sends an email two days after the engagement letter went out, a text a week later if they did not open it, and a final note after that, inside the hours you set. If the prospect replies with a question about the fee or the scope, the agent answers from your data points and Q&A pairs, offers a meeting slot if that is what they need, and stops the sequence. If they reply with a question about their own tax position, the thread comes to you. A booking, a reply or an opt-out on any channel ends the sequence on every channel.
Yes. Unlimited agents are included in the one plan, and each has its own number, mailbox, calendar, fee sheet, knowledge base, instructions and analytics. Nothing is shared between them: a knowledge base belongs to one agent and is never used to generate a reply for another. A partner or an office manager can be invited into one agent with their own login and sees that agent's inbox and funnel, and nothing else on the account, not the other partners' agents, the API keys, the settings or the billing.
The people you give access to. Every conversation is stored in the account against the person it belongs to, and a login you create for a partner or an office manager opens onto one agent only, deny-by-default. The AI runs on your own key with the provider you chose, and the key is stored encrypted and sent nowhere but that provider. What the agent is given to answer from is what you chose to load, and what it says is stored beside its source. Confidentiality and your professional body's rules on client communication remain the firm's responsibility, exactly as with a receptionist or an answering service. The firm decides what may be said.
Nothing per client, per call or per seat. The plan is $25 a month or $200 a year for the whole firm, with unlimited agents, contacts and lists, and a 7-day free trial. The AI runs on your own key with one of sixteen providers, billed to you by that provider at cost, typically a few dollars a month. Calls and texts are billed by your carrier at its rates. There is no per-minute charge from us for calls, no per-conversation charge for chat, no per-contact charge for reminders, and nothing extra in tax season.
One subscription, unlimited agents. What changes is the knowledge base, the channels and the instructions.
Build the agent, connect the line and the calendar, switch inbound on. Every call is answered, every meeting is booked, every client is reminded, and the accountants keep doing the returns.
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