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AI & Automation for Accounting & Tax Firms

AI agents for accounting firms.
Leads engaged and qualified before you step in.

This is for you if…
New enquiries sit in your inbox for hours — or days — before anyone follows up
You're chasing clients for documents, signatures, and information every tax season
Your team spends hours on admin that has nothing to do with actual accounting
You want to grow your client base without hiring another practice manager

We build AI systems that respond to every new enquiry in under 90 seconds, pre-qualify prospective clients before you spend a minute on them, and automate the document chasing and admin work that buries your team — so you win more clients and bill more hours.

3-minute assessment · See if you qualify · Free strategy call if you do
<90sEnquiry response
time (avg)
2.8×More proposals
sent / week
−74%Document
chasing time
Built for practices like yours Tax & BAS Agents Bookkeeping Firms SMSF Specialists Business Advisory Financial Planning Multi-Partner Practices Sole Practitioners
The real cost of slow systems01 / 06

Your prospect just
signed with another firm
while you were billing.

Accounting firms live and die by referrals and responsiveness. When a business owner needs a new accountant, they enquire with two or three firms — and engage whoever gets back to them first. Meanwhile your team is buried in compliance work, document requests, and client emails. That gap costs the average accounting practice $74,000 a year in lost revenue.

Enquiries go cold while you're billing

Studies show 78% of prospects engage the first firm to respond. Most accounting practices respond in 4–48 hours — by which time the prospect has already had a discovery call with a competitor and verbally agreed to work with them.

Document chasing kills your team's capacity

Your accountants are sending the same "just following up on those documents" emails on loop. Every hour chasing clients for bank statements, receipts, and signed authorities is an hour not spent on billable work. That's your highest-cost staff doing your lowest-value task.

Onboarding new clients is slower than it needs to be

Engagement letters, authority forms, information questionnaires, identity verification. Without automation, each new client takes 3–7 manual touchpoints to get started. That friction costs you time and makes a poor first impression.

Tax season chaos is entirely preventable

Every year it's the same story — clients don't send documents until the deadline, your team scrambles, and you end up working weekends. The bottleneck isn't the work. It's the manual process of getting clients to act before it's urgent.

What slow systems cost your accounting practiceCalculating…
Prospects lost to slow enquiry response
−$0/yr
Staff hours wasted chasing client documents
−$0/yr
Unbilled time on manual onboarding admin
−$0/yr
Proposal follow-ups that never get sent
−$0/yr
Tax season overtime from poor client comms
−$0/yr
Annual cost of doing nothing
−$0
3-minute assessment · Free strategy call if you qualify
What we build02 / 06

Four systems that
change everything.

Every Supersonic engagement starts with your biggest bottleneck — not a generic tech stack. We scope, build, and guarantee the outcome. The first system is live within 72 hours of onboarding.

Before Supersonic
Enquiry comes in — sits in the inbox while you're in client meetings
You call back two days later — they've signed with someone else
Send the same "documents needed" email for the fourth time
New client onboarding takes two weeks of back-and-forth
Proposal goes out — no follow-up — client goes quiet
Tax season hits and half your clients haven't sent anything
After Supersonic
AI responds to every enquiry in under 90 seconds, 24/7
Prospect is pre-qualified before you spend a minute on them
Automated document requests chase clients so your team doesn't have to
New client onboarding completes in 24–48 hours, hands-free
Proposals auto-follow up on days 1, 3, and 7 — personalised
Clients send documents early because the system reminds them automatically
Need a new accountant — small biz
Hi! Happy to help. Quick question…
What type of entity — sole trader?
Pty Ltd, 3 staff, $800k revenue
Perfect, that's our sweet spot ✓
< 90s
01
AI Enquiry Response & Client Qualification

The moment an enquiry lands — from your website, referral, or Google — your AI agent responds immediately. It asks the right qualifying questions (entity type, revenue, services needed, current situation), scores the prospect, and hands off only the clients worth pursuing. Responds in under 90 seconds. Works while you're in client meetings, on calls, or off for the evening.

Proposal sent — automated follow-up
Day 1
"Did you get a chance to review the proposal?"
Day 3
"Happy to answer any questions before you decide"
Day 7
"Holding your onboarding spot until Friday"
+44% proposal conversion
02
Proposal Follow-Up Automation

Most accounting firms send a proposal and wait in silence. We build automated follow-up sequences that message prospects on days 1, 3, and 7 — personalised to the services they enquired about. Clients typically see a 35–50% improvement in proposal conversion within the first month, without a single manual follow-up call.

Document pipeline — live Auto-chasing
Smith Pty Ltd
Docs in ✓Filed ✓
Mar 15
Jones Trust
Chase ×3 sentAwaiting
Mar 15 ⚠
Chen Holdings
Partial (4/7)Chase ×1
Mar 20
Nguyen Family
Docs in ✓Filed ✓
Mar 22
Williams Sole Trader
Requested
Mar 28
Your team chased 0 clients today. The AI sent 14 reminders.
03
Document Collection & Client Chasing Automation

Your AI system sends automated document requests, tracks what's been received, and chases clients who haven't responded — without your team lifting a finger. Reminders escalate automatically as deadlines approach. Your accountants see a live dashboard of what's in, what's outstanding, and what's overdue. No more manual follow-up emails.

Your Accounting Practice
4.9
5 ★
118
4 ★
9
3 ★
1
2 ★
1
1 ★
0
3.8× more reviews in 60 days
04
Review Generation & Referral Engine

After every completed return, engagement, or advisory project, your system sends a personalised review request — timed perfectly, frictionless for the client. Practices average 3.8× more Google reviews within 60 days. The same system also prompts satisfied clients to refer a colleague or business contact, turning your existing book into a referral machine.

Tax Season Reality Check
Every year, the same bottleneck.
Every year, the same chaos.
Jul
Clients start asking about lodgements
Aug
Document chasing begins in earnest
Sep
Inbox overflows. Staff are frantic.
Oct
Enquiries go unanswered. Revenue lost.
Mar
Automate now, before July hits
AI in action03 / 06

Every enquiry. Instant reply.
You're in a client meeting.

Watch how your AI agent handles a new business owner looking for an accountant — qualifying their situation, capturing the details you need, and booking a discovery call. All while you're mid-meeting, heads-down in a return, or off for the evening. This conversation happens automatically the moment an enquiry lands.

Average time from enquiry to first AI reply < 90 sec
Reduction in time spent chasing documents −74%
Qualified prospects booked without your input 24 / 7
Avg. increase in proposals issued per week +2.8×
Amy · Clarity Accounting
online now
Client Services
8
Enquiries today
6
Qualified
0
Missed
Accounting practice results04 / 06

What happens when
accountants go Supersonic.

2.8×
More proposals issued per week after AI enquiry qualification went live
Suburban accounting practice · 4 staff · Month 1
−74%
Reduction in time spent manually chasing clients for documents
Tax & BAS agent · 320-client book · 60 days
3.8×
More Google reviews generated through automated post-engagement follow-up
Sole practitioner · Local SME clients · 90 days
$0
Extra headcount needed to handle a 2.8× increase in new client volume
Multi-partner firm · Full AI stack · Ongoing
Tax & Advisory
4-partner firm · 600 clients
AI agent responds to every enquiry in 71 seconds — partners stopped losing prospects to faster firms

Before: new enquiries sent to a shared inbox were picked up when someone had a moment — sometimes same day, often the next morning. Prospects had typically already booked a call elsewhere by then. After: AI handles all first contact, qualifies entity type, revenue, and services needed, and books discovery calls automatically. Partners now review a qualified calendar every morning.

+$11K
Extra monthly
revenue · 60 days
Bookkeeping & BAS
Solo operator · scaling
Document automation eliminated 12 hours of weekly chasing — redirected to billable work

Before tax season, the operator was spending 12+ hours a week sending document request emails and following up non-responsive clients. After Supersonic automated the entire request, reminder, and escalation sequence, that time dropped to under 90 minutes — all redirected to billable advisory work worth $240/hr.

12 hrs
Saved weekly
on admin · ongoing
SMSF & Advisory
Boutique firm · 3 advisers
Review generation system grew their Google profile from 8 reviews to 74 in 90 days

Automated post-engagement review requests — personalised, sent 48 hours after each completed return or advisory engagement, with a single-tap link. 66 new reviews in 90 days pushed their Google Maps ranking for "accountant [suburb]" from page 4 to position 3, generating an estimated 35% increase in organic enquiries.

66
New Google reviews
in 90 days
Why Supersonic05 / 06

Not a software tool.
A team that builds for your practice.

Generic AI tools aren't built for accounting. They don't understand compliance deadlines, the difference between a sole trader and a trust, or why a business owner who submits an enquiry at 9pm is worth $8,000 per year if someone responds before they wake up. We do — because we've built specifically for professional services firms. Here's what that means for you.

Your first system is live in 72 hours

Not a prototype. Not a demo. A working AI agent responding to real enquiries in your real practice — within 72 hours of onboarding. You see results before your second invoice.

Built around accounting, not adapted from SaaS

We understand tax season cycles, entity structures, the difference between a tyre-kicker and a $15K per year client. The scripts, qualification logic, and automations are built for how accounting practices actually work.

Everything runs inside Supersonic's system

No third-party automation tools, no patchwork integrations. Your entire lead engine runs inside a purpose-built system we own and control — which means faster builds, tighter reliability, and zero platform risk for your business.

No lock-in. Built to prove its value.

Month-to-month, cancel any time. We don't lock you in — we earn your business every month. Your dedicated CRM tracks every lead, every conversion, and every dollar recovered so you always see exactly what you're getting.

SOC II Type 2 certified. Enterprise-grade security.

Our systems are SOC II Type 2 certified and built to meet enterprise security standards. Your customer and business data is handled exclusively within our certified infrastructure — never stored in third-party tools or shared platforms. Full data processing agreements available on request.

AI that stays on task — no matter what customers say

Our agents are built with strict conversation guardrails. They won't be derailed by off-topic questions, attempts to get free advice, or anything outside their defined role. Every response is scoped to qualification, booking, and follow-up — so your AI never says something it shouldn't.

We guarantee the results in writing

If the agreed performance metric isn't hit within 90 days, we keep working at no charge. No agency that lacks confidence in their work for professional services firms can afford to make that offer.

Accounting practice — AI running live across 3 workflows
New enquiry received
Sarah K. · Website · Pty Ltd · $1.2M revenue
✓ Done
AI qualifies · discovery call booked
71s response · Xero user · est. $9,600/yr · Tier 1
✓ Done
Chasing: Jones Trust — docs overdue ×3
Auto-reminder sent 8:14am · escalation queued 5pm
↻ Running
Proposal follow-up: M. Brennan — Day 3
Personalised nudge sent · open tracked · no reply yet
↻ Running
Review request: Chen Holdings — sent
Tax return completed · review link delivered · Google
Queued
Agent log — live
08:52:04Enquiry: Sarah K. · Pty Ltd · $1.2M revenue · needs tax + advisory
08:52:06AI reply sent — 71 seconds after form submit
08:59:38Qualified · Xero user · currently reactive-only · est. value $9,600/yr
09:00:14Discovery call booked · Thu 10am · Karbon updated · partner notified
09:14:31Doc request sent → Jones Trust · last chase: 3 days ago · overdue ×2
09:31:07Proposal follow-up: M. Brennan · Day 3 nudge sent · opens tracked
09:44:029 enquiries today · 7 qualified · 0 missed · 2 docs received
Our guarantee
🛡 Risk Reversal

2× your new client
rate in 90 days —
or we work free.

We stake our fee on your results. If the systems we build don't deliver the agreed improvement in new client acquisition within 90 days, we keep working at no charge until they do. No asterisks. No fine print.

This is a guarantee no agency that lacks confidence in their work for professional services firms can afford to make. We make it because our systems — built specifically for accounting practices — work. Every time.

The Supersonic Guarantee — Accounting Edition

"We will 2× your new client rate within 90 days — or we keep building until we do, at no additional charge."

Measurable benchmark (new client rate) agreed before we start
First AI system live within 72 hours of onboarding
Weekly reporting so you always know what's happening
Free continuation if the target isn't met by day 90
Cancel any time — no lock-in, no penalties
From accounting practice owners

Accountants who stopped
losing clients to faster firms.

4.9 / 5.0 — verified professional services engagements

"Enquiries were coming in while we were heads-down in client meetings and just going cold. Now the AI handles all of it. I finish a meeting, check my calendar, and there's a full week of discovery calls booked with qualified prospects. It's completely changed how we grow the practice."

Claire Okonkwo
Principal · Okonkwo Accounting · 4 staff

"The document automation alone paid for the entire engagement inside three weeks. My team was spending 12 hours a week chasing clients for bank statements. Now it's basically zero. Those hours went straight back into billable advisory work."

Marcus Brennan
Director · Brennan Tax & Advisory

"We went from 8 Google reviews to 74 in three months. We're now the top result for accountants in our suburb. Supersonic built the entire system — I haven't had to do a thing since it went live."

Priya Nair
Owner · Nair Financial Services

"I was sceptical — I'd looked at plenty of software tools and none of them worked without someone babysitting them. This is completely different because they build it for your practice and guarantee the outcome. It's not a tool. It's a system that runs itself."

David LimPartner · Lim & Associates Chartered Accountants
4.9★
Average rating
accounting clients
Questions from accountants

The questions every
accountant asks us.

We've heard every objection. Here's exactly what we say — with no vague answers or redirects.

How fast will I see results?

Your AI enquiry response system is live within 72 hours of onboarding. Most clients see the first qualified prospects booked from the AI within the first week. Proposal follow-up automation typically converts 8–15 previously stalled prospects within the first 30 days.

Do I need to change my practice management software?

No. We integrate with whatever you're already using — Karbon, Xero Practice Manager, MYOB, Ignition, HubSpot, or even just a spreadsheet. We build on top of your existing stack, not instead of it. No migrations, no disruption to how your team already works.

Will the AI sound robotic to prospective clients?

We write the conversation scripts specifically for your practice, in your tone, using language your clients expect from a trusted professional firm. The majority of prospects don't realise they're talking to an AI — they just think your team is impressively responsive.

What about privacy and client data?

We build within your existing compliance framework. The AI handles initial contact and qualification only — no sensitive financial data is processed or stored by the AI. All data handling is configured to your practice's privacy obligations and can be reviewed before anything goes live.

What does it actually cost?

Supersonic is $4,000/month. That covers your full lead response and follow-up system, built and managed for your accounting practice. Most clients recover the investment from a single new client engagement in the first month. We'll confirm everything on your strategy call.

We already have a receptionist who handles enquiries.

Your receptionist handles enquiries during business hours. Your AI handles them at 9pm on a Tuesday, over the weekend, and during tax season when your team is at capacity. They work together — the AI captures, qualifies, and briefs; your receptionist and team manage the relationship from there.

Book your free strategy call06 / 06

Take the quiz.
Get a free plan for your practice.

The 3-minute AI Readiness Quiz tells us exactly where your accounting practice is losing revenue — and what to automate first. Qualified practices get a free 30-minute strategy call where we map the exact system we'd build.

Quiz takes 3 minutes — your score is instant
Qualified practices get a free 30-min strategy call
We'll map exactly what to build first and the ROI
First system live within 72 hours of onboarding
No commitment — your spot is held, not charged
⚠ Q1 2026 is almost full. Registration is open to qualified practices only — we cap new accounting clients each quarter. Complete the quiz to check if you qualify and secure your spot.
Assessment required · 3 minutes
Take the AI Readiness Quiz to check your accounting practice
16 questions about how you run your practice today. Your score tells us where you're losing revenue — and what to fix first. Qualified practices get a free strategy call.
🔒 Free · No commitment · Results in 3 minutes