Every Client Inquiry Handled With Professionalism
Accounting clients want responsiveness and clarity. Your AI agent answers every call, books every consultation, and handles follow-up so you can focus on the work.
What Accounting Firms Lose to Slower Competitors
Accounting clients call when they have a problem that feels urgent. If you do not respond quickly they find someone who does.
Calls unanswered during tax season rush
Your team is heads-down on returns. Phones ring. New clients cannot get through and call a competitor.
Consultation no-shows waste billable time
A prospect books a free consultation and does not show. Without a reminder this happens multiple times each month.
Existing clients not retained proactively
An annual return is done. Nobody reaches out until next year. By then they may have switched firms.
How Your AI Team Handles the Front of Practice
Every call answered professionally
Aria answers every call. She explains your services, collects the situation, and books a consultation.
Consultations confirmed and reminded
Every booked consultation gets a confirmation and day-before reminder. Billable time is protected.
Existing clients kept engaged year-round
The Admin Agent sends check-in messages to existing clients at key tax dates and deadlines.
The Team Working for Your Practice
Intake Agent — Aria / Angela
Answers every call. Explains services, collects the situation, and books the consultation.
Admin Agent
Manages your consultation calendar. Sends reminders and year-round client check-in messages.
Support Agent
Handles text inquiries about services, deadlines, document requirements, and pricing.
Monday Report
Inquiries handled, consultations booked, client touches, new clients — every Monday.
Every Completed Job Becomes a Google Review
After every resolved job or conversation, your AI team automatically sends a review request to the customer. One text. Two results.
Automatic Review Request
After every completed job, your Review Agent sends the customer a text. No manual follow-up needed.
Double Review — One Text
The review link posts to Google Business AND your Agenarys List profile simultaneously. One action. Two reviews.
The Agenarys List
We are adding one state per week across all 50 states and Puerto Rico, then expanding into Central America, South America, and Europe. Businesses that join now get listed before their area fills up.
The Right Plan for Accounting
- 3 AI Agents — Intake, Admin, Support
- 100 calls/month included
- 500 SMS/month — consultations and retention
- Year-round existing client engagement
- Consultation booking and reminder system
- Monday morning report
Accounting practices grow through referrals and retained clients. Sentinel handles every inquiry professionally and keeps existing clients engaged year-round.
The small business owner with a tax question is calling right now.
Five questions. Five days. Your AI team is live.