AI voice answering for busy season
An AI voice agent answers 24/7, explains your services, sorts personal from business from bookkeeping work, books the consult, and logs the call. Anything that resembles tax advice routes to the CPA.
Accounting CRM
The accounting CRM that holds the line through tax season.
From January to April the phone rings hardest in the exact weeks nobody can answer it. MapleConnect replies to every inquiry in seconds, books the discovery call, and brings last season’s clients back - one flat-priced system carrying the CRM, AI voice, SMS, email, and booking.
- No credit card to start
- Free plan available
- Free guided migration
One system runs the firm’s front office: the CRM holds every prospect and client, AI voice answers the line through busy season, SMS and email carry the follow-up and reactivation, and booking keeps the discovery calendar full.
- CRM & pipelines
- AI voice agents
- SMS & email
- Online booking
- Automations
What an accounting CRM is really for.
An accounting CRM is software that keeps prospects, clients, and engagements in visible pipelines and turns follow-up into something the system does rather than something a partner remembers. The mechanics matter more in accounting than in most trades because the work is seasonal: new-client demand peaks in the exact weeks your capacity is lowest, and a call that rings out in February usually becomes a client of the firm one result down the search page.
MapleConnect is an AI-native accounting CRM. When an inquiry arrives from your website, a referral, or a missed call, it answers by text and email within seconds, asks whether the work is personal, business, or bookkeeping, and books a discovery call on your real availability. Between deadlines it runs the outreach most firms never get to: reactivating last season’s one-off filers, reminding extension clients before October, and opening year-end planning conversations while there is still a year to plan.
It also knows what it is not. MapleConnect handles capture, response, scheduling, nurture, and a clean record of every touch. The books, the returns, the filings, and the workpapers stay in QuickBooks, Xero, Karbon, Canopy, or TaxDome, and every tax position stays with the CPA who signs it. The CRM’s job is narrower and constant: make sure every prospect and every returning client actually reaches the professional work.
The problem
Where an accounting practice loses its next client.
None of these look like emergencies from inside the firm. From the prospect’s side, each one reads the same way: this firm is too busy for me.
Busy season buries the phone
From January to April the team is heads-down on returns, so new-client calls ring to voicemail. The caller does not leave a message and wait - they dial the next firm on the results page, and that firm keeps them for years.
One-off filers never come back
Last season’s 1040 clients are the cheapest growth a firm has, but without a reactivation system nobody reaches out before the next deadline. They self-file, or quietly become someone else’s returning client.
Scheduling eats unbillable hours
Every discovery call gets negotiated by email - three messages to find a time, another to confirm, one more when it moves. Warm prospects cool off in the gaps, and the admin time never lands on an invoice.
The engagement letter dies unsigned
A good discovery call ends with a proposal that sits in the prospect’s inbox. Nobody chases it, because chasing means remembering, and remembering is the first casualty of a pile of returns.
A working day
A day in tax season, with the front office handled.
A representative filing-season day with MapleConnect on the firm’s front desk. AI moments happen without you; your moment is the judgment only a CPA can bring.
- 7:15 AMAI does this
Last night’s inquiries already have replies
A web form from a new S corp owner and an 8:40 PM missed call both got a text and an email overnight, and both were asked the sorting questions: personal, business, or bookkeeping, and how soon.
- 8:40 AMAI does this
Discovery calls land on the calendar
One prospect picked Thursday from the booking link. Confirmation and reminder are scheduled, and the intake answers sit on the contact record so the first conversation starts informed, not cold.
- 10:30 AMYou do this
You do the work only a CPA can do
The morning goes to the discovery call and the judgment behind it - the entity questions, what the prior preparer missed, whether the engagement is worth taking - with the whole inquiry history on one timeline.
- 1:20 PMAI does this
Document chases go out politely
Three clients with unsigned engagement letters or missing statements get a short nudge by text. Nobody on the team spent an hour writing the same awkward email three times.
- 4:10 PMAI does this
Prior-year filers hear from the firm
A reactivation sequence reaches last season’s one-off 1040 clients ahead of the deadline. Replies land in the pipeline as opportunities instead of in someone’s personal inbox.
- 7:05 PMAI does this
The after-hours caller still gets booked
A caller with a new business reaches the AI voice agent, leaves contact details and context, and takes a morning slot. Their tax questions are noted and routed to you - captured, not answered by the machine.
What you get
Built for the rhythm of an accounting firm.
Six capabilities, each mapped to a job the front office actually has between January and the October extension deadline.
Missed-call text-back in seconds
When the line does ring out - and in March it will - the caller gets an immediate text with a booking link, so a full voicemail box stops being the reason a prospect signed elsewhere.
Self-serve discovery-call booking
Prospects book against your real availability instead of trading emails for a week. Confirmations and reminders go out automatically and cut the no-shows that waste a partner’s hour.
One pipeline from inquiry to engagement
Stages for inquiry, consult, proposal, and signed engagement letter - with every call, text, and email on the contact timeline, so anyone in the firm can pick up a prospect cold.
Onboarding and document-chase nudges
Intake checklists, engagement-letter reminders, and missing-document follow-ups run on a respectful cadence by SMS and email. A task fires for a human only when the cadence stalls.
Reactivation keyed to the filing calendar
Campaigns reach prior-year filers in January, extension clients before October, and bookkeeping prospects at year-end - so the firm’s quietest months feed the busiest ones.
Hear it work
A February call, answered and booked.
A representative tax-season call handled by the AI voice agent (illustrative, not a recording). Election deadlines, deductions, and anything that resembles tax advice always route to the CPA.
AI agent
Thanks for calling Birchwood Tax and Accounting, this is the virtual assistant. How can I help you today?
Caller
Hi - my co-founder and I just formed an S corp and we need someone for the bookkeeping and the return. Are you taking new business clients?
AI agent
We are. I can set you up with a discovery call with one of our CPAs. Will this be the business work only, or your personal returns as well?
Caller
The business for sure, and probably both of our personal returns too.
AI agent
Noted - bookkeeping, the S corp return, and two personal returns. Can I get your first and last name?
Caller
Priya Nathan.
AI agent
Thanks, Priya. What is the best number and email for you, and is this number good for texts?
Caller
This number works for texts - 555-0114 - and email is priya@northloopstudio.com. One thing: did we already miss the S corp election deadline for this year?
AI agent
That depends on dates and details I should not guess at, so I have added the question to your file for the CPA to answer directly on your call. The earliest opening is Wednesday at 1:30 PM - shall I book it?
Caller
Wednesday at 1:30 works.
AI agent
You are booked for Wednesday at 1:30 PM. I have texted a confirmation and a short checklist - formation documents, last year’s returns, and recent bank statements. Anything else today?
Caller
No, that covers it. Thanks.
The shift
The same firm, two ways to run it.
Before
- New-client calls ring to voicemail from January to April; prospects dial the next firm.
- Inquiries live in five places - phone, forms, email, referrals, sticky notes - and get chased from memory.
- Booking one discovery call takes three emails and four days of cooling off.
- Last season’s one-off filers disappear until they have already filed with someone else.
- Missing documents and unsigned letters get chased by a partner, one awkward email at a time.
With MapleConnect
- Every call is answered and booked around the clock, including the second week of April.
- Every inquiry lands in one pipeline, with follow-up that runs whether or not anyone remembers.
- Prospects pick a slot from live availability, and reminders keep them showing up.
- Reactivation campaigns reach prior-year clients weeks before the deadline does.
- Checklist nudges run on a set cadence, and a human steps in only when it stalls.
Playbooks
Playbooks tuned to the filing calendar.
Automations set up for an accounting practice, not blank templates. Each one is a trigger, a sequence, and an outcome you can see in the pipeline.
Busy-season speed to lead
Trigger A web form, referral, or missed call arrives during filing season
- Instant text and email reply asks personal, business, or bookkeeping
- Prospect gets a booking link for a discovery call on live availability
- No response triggers a fast re-touch cadence, then a task for you
The firm that answers in seconds is the firm that gets the engagement.
Engagement-letter chase
Trigger A proposal or engagement letter goes out and sits unsigned
- A friendly reminder goes by text and email after a set quiet period
- The prospect is flagged in the pipeline so the stall stays visible
- A task fires for a personal call once the cadence runs out
Good discovery calls stop dying in the unsigned-letter stage.
Prior-year reactivation
Trigger A set date arrives ahead of a deadline - January, quarterlies, or extension season
- Last season’s filers get a get-started message with a booking link
- Replies land in the pipeline as opportunities, not in a personal inbox
- Non-responders continue on a respectful, spaced cadence
Clients you already earned come back before they search for anyone else.
Honest scope
What it handles - and what stays with the CPA.
Accounting is licensed, confidential work. MapleConnect is deliberate about which side of that line it sits on.
Front office, not the books
MapleConnect captures inquiries, responds, schedules, nurtures, and logs every touch. Bookkeeping, tax preparation, filings, workpapers, and document management stay in QuickBooks, Xero, Karbon, Canopy, TaxDome, or your existing stack - the CRM feeds those systems, it never replaces them.
No tax or financial advice
The AI answers, sorts, schedules, and reminds. It does not interpret notices, quote positions, or advise on elections and deductions - those questions are captured and routed to the CPA, deliberately unanswered by the machine.
Consent-aware outreach, logged
Contact consent can be captured and recorded, opt-outs are honored across SMS and email, and every call, text, and message is logged to the client record. That supports your recordkeeping; your confidentiality and solicitation obligations remain defined by your own counsel and regulators.
Pricing
Flat pricing. The whole team works.
Per-seat pricing punishes a firm for staffing up in January and slimming down in May. MapleConnect is flat: seasonal preparers, admins, and partners all work the same pipeline at one monthly price.
Essential
$199/mo flat
The full CRM plus automation - priced flat, not per seat.
Professional
$299/mo flat
The most popular plan: deeper automation and campaigns.
Premium
$399/mo flat
Everything, including native AI voice agents on your line.
Start on the free plan and upgrade when the pipeline pays for it. See full pricing
Keep exploring
The platform behind it, piece by piece.
AI Voice AnsweringAgentic AI Follow-UpOnline BookingLead ManagementSMS CampaignsEmail MarketingCompare CRMs
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Right now a prospect is calling a firm that answers.
Make it yours. Start on the free plan, keep flat pricing as the firm grows, and let the team migrate your client list for free.
- No credit card to start
- Free plan available
- Free guided migration