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The wingman built for CPA firms

Calls answered. Leads captured. Jobs booked. Automatically.

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Cancel anytime · 14-day trial · Setup in under 5 minutes · Built for CPA firms

The cost of doing nothing

10 missed tax-season calls a week × $800 average return = $166,400/year — and one extra advisory client adds $24k–$120k of recurring revenue on top.

$166,400

walking out the door — every year.

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How much are you losing to voicemail?

You're losing roughly

$416,000

per year to voicemail.

How your wingman earns its keep

Three jobs, done automatically

📞

Handles tax-season call overflow

From January to April, your phones don't stop. You're losing returns to the next CPA on Google because no one can pick up. Your wingman handles the overflow — every caller gets a real conversation, gets booked for an intake, and gets the document checklist texted automatically.

💬

Keeps your firm marketing year-round

After April 15, your firm goes silent. Your wingman keeps the marketing alive — quarterly check-ins, advisory upsells, referral campaigns. Most CPAs add $50k–$200k of advisory revenue this way.

📈

Follows up on every advisory and bookkeeping quote

Year-round services (CFO, advisory, monthly bookkeeping) need consistent follow-up. Your wingman texts and emails until they decide — no more $24k/yr clients lost because no one chased the proposal.

From signup to live in under 5 minutes

How it works

  1. 1

    Sign up

    30 seconds. No card. Find your business in our search.

    ⏱ 30s

  2. 2

    Confirm details

    Your name, email, mobile. Confirm your hours.

    ⏱ 30s

  3. 3

    We provision your wingman

    Your dedicated number, voice, and workflows are configured automatically.

    ⏱ 60s

  4. 4

    Forward your phone

    We send you carrier-specific instructions. Most owners do this in 2 minutes.

    ⏱ 2 min

  5. 5

    You're live

    Every call is answered, every lead is captured, every customer is followed up with.

    ⏱ Done

Hear it in action

A real accounting call, handled.

Your wingman discloses it's an AI, qualifies the lead, and books the job — automatically.

Coming soon

Real call recordings landing here this week

Want a live demo before then? Book a 20-min call and we'll play one for you.

Founding customer offer

Be one of our first CPA firms — get 30% off your first year.

Want in? Join the waitlist — we'll text you when your spot opens.

Simple pricing

$297 / month + usage

No card required to start. Cancel anytime. Pays for itself the first time it books a single job that would have gone to voicemail.

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Common questions

Things owners ask us

Will it know enough about tax matters to talk to my clients? +
It captures the basics (return type, entity, prior-year filer, complexity) and books the intake — it does not give tax advice. Your CPA still gives the actual answers; the wingman just makes sure every prospect lands on your calendar with the right info collected.
Does it integrate with Karbon, Canopy, or TaxDome? +
Direct workflow-app integration is on our roadmap. Today the wingman books to a shared calendar and pushes structured intake details to your dashboard for one-click import.
Can it handle the volume during the last week of tax season? +
Yes. There's no queue and no hold time — every call is answered in under 5 seconds, no matter how many hit at once. That's the whole point.
Will it differentiate individual returns from business returns and advisory inquiries? +
Yes — it qualifies the inquiry type up front and routes to the right calendar with the right script. Individual 1040s, business returns, advisory, and bookkeeping each get their own flow.
What about client confidentiality? +
Calls encrypted in transit, recordings encrypted at rest, access logged. We never share or sell data. Sensitive details (SSN, EIN) are flagged and handled per your retention policy.
How fast is setup? +
Under 5 minutes for the basic flow. We recommend a 30-minute call to dial in your service tiers and pricing before tax season hits.
What if I cancel after tax season? +
You can cancel any time and export every contact and conversation. After cancellation, data is held 30 days then permanently deleted.

Your wingman handles your tax-season overflow AND keeps your firm growing in the off-season. One advisory client pays for it.

If your wingman doesn't book you 3 jobs in 14 days, we'll cancel for you personally.

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TCPA-compliant · Calls + SMS encrypted · 99.9% uptime · US-based support · No card required to start