How Accounting & Tax Firms Scale Without Hiring More Staff | AI Employee System
Автор: Leo Ganesh
Загружено: 2026-01-08
Просмотров: 6
Описание:
Running an accounting or tax firm isn’t about finding more clients anymore —
it’s about handling volume without overwhelming your team.
During peak periods like tax season:
Calls are missed
Emails pile up
Follow-ups get delayed
Staff burn out
In this short video, we explain how accounting and tax firms are using a simple AI Employee System to:
✔ Answer calls when staff are busy
✔ Respond to common client questions
✔ Book appointments automatically
✔ Send reminders and follow-ups
✔ Reduce manual admin work by 40–60%
All without replacing staff — and without touching sensitive client data.
Everything is designed to remain compliant with PIPEDA and PHIPA standards.
If you’re curious whether this could work for your firm, we usually start with a short 15–20 minute conversation — no pressure, no sales pitch.
📅 Book a short discovery call
👉 https://portal.businessgrowthpartners...
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