AI for Accounting Firms
Sevenfold AI employees handle client onboarding, document chasing, deadline reminders, and referral outreach — so your accountants spend their time on advice, not admin.
80%
of delays: missing documents
15+
hours saved per week
3x
faster client onboarding
5 days
from sign-up to fully live
The fix is here
You're great at accounting. Agentic AI makes sure the client communication keeps pace — even in July and October.
Documents collected without chasing
No more last-minute scrambles for bank statements, receipts, and contracts. Automated document request sequences tell clients exactly what to provide, by when, and why — with follow-ups that arrive before your team would even notice the gap.
Deadline reminders sent automatically
No more BAS, tax return, and lodgement deadlines missed because no one sent the reminder. Clients receive structured reminders with everything they need to act — scheduled around your lodgement calendar without any manual effort.
New client onboarding on autopilot
No more inconsistent first impressions for new clients. Every new engagement triggers a professional welcome sequence — letter of engagement, document checklist, onboarding form, and introduction call booking — handled automatically from day one.
Enquiries and referrals captured year-round
No more new business enquiries going unanswered during June and July. Every inbound call, email, and referral is captured and qualified while your team is heads-down on lodgements — so growth doesn’t stop when capacity is stretched.
…and that’s before we get to everything your AI employees can do…
Your AI Accounting Firm Team
Five AI employees built for accounting firms.
Each one briefed on your service offering, client types, lodgement deadlines, and communication style — live and handling client communication within days.
Getting Started
From sign-up to handling client communication in 5 days.
No technical knowledge required. Your onboarding manager handles every integration and briefing — you just answer questions about your services, clients, and lodgement calendar.
1
Brief your AI team
Share your service offering, client types, lodgement calendar, and communication preferences. Done in a guided session with your onboarding manager.
~2–3 hours2
Connect your tools
Link your practice management software, calendar, email, and social accounts. Your onboarding manager handles every integration.
~1 business day3
Set your deadline and document sequences
Define your reminder schedules for BAS, tax returns, and annual reviews. Your client communication calendar runs itself from here.
30 minutes4
Go live
Your AI team starts managing client communication, chasing documents, and sending reminders immediately. Monitor performance from your dashboard.
Ongoing support includedWhy Choose Sevenfold
Why accounting firms choose Sevenfold over hiring another admin.
Collects documents automatically — so lodgements aren’t delayed by clients who forget
Document chasing is the biggest capacity drain during tax season. Sevenfold sends structured requests and follow-ups automatically, so your team spends their time preparing returns — not sending reminder emails.
Sends every deadline reminder on time — without your team lifting a finger
BAS, tax return, and lodgement deadlines require consistent client communication. Sevenfold manages your entire reminder calendar automatically, ensuring clients are informed and prepared without burdening your team.
Onboards new clients professionally — even when the team is at full capacity
First impressions matter in accounting. Sevenfold delivers a consistent, professional onboarding experience for every new client — welcome sequence, engagement letter, and document checklist — regardless of how busy the team is.
Captures new business enquiries year-round — not just when you have time to answer
Growth shouldn’t stop during tax season. Sevenfold answers every enquiry and books every discovery call even when your team is heads-down on lodgements — so your pipeline keeps filling while your accountants focus on their work.
Integrations
Connects to your practice tools — no IT team required.
Sevenfold connects to your practice management software, calendar, email, and social accounts — no IT team required. Your onboarding manager handles every integration, typically within one business day.
Questions and Answers
Everything you need to know.
Does Sevenfold integrate with Xero Practice Manager, MYOB AE, or HandiSoft?+
Sevenfold works alongside your existing practice management software. Your AI team is briefed on your service offering, client types, and lodgement calendar — and connects to your calendar and communication channels. Integration compatibility for your specific platform is confirmed during onboarding.
Can Sevenfold send ATO deadline reminders and BAS notifications to clients?+
Yes. Your AI Executive Assistant is briefed on your full lodgement calendar and sends structured deadline reminders to clients with everything they need to prepare. You set the reminder schedule — date and content — and the sequences run automatically.
How does document collection work?+
Your AI Executive Assistant sends each client a personalised document request with a clear checklist and lodgement deadline. If they don’t respond within your set timeframe, a follow-up is sent automatically. You receive a notification when each client submits their documents, with everything consolidated and ready for your team.
Will clients know they're communicating with an AI?+
Your AI employees communicate in your firm’s voice — professional, knowledgeable, and client-focused. Many firms introduce their AI team as their client services team. You choose your disclosure approach; most clients respond positively to prompt, helpful responses regardless of how they’re delivered.
Can Sevenfold manage communication with our referral partners as well as clients?+
Yes. MAX maintains scheduled communication with your referral network — financial planners, mortgage brokers, solicitors, and other professionals who send business your way. You define the contact frequency and content type, and MAX handles the outreach consistently.
How long does setup take?+
Most firms are fully live within 3–5 business days. Your onboarding manager handles all integrations and works through your briefing step by step — covering your service offering, client types, lodgement calendar, and communication style. No technical knowledge required.
Ready to reclaim your team’s capacity during tax season?
See exactly how Sevenfold would work for your accounting firm — 30 minutes, no commitment, no pressure.
Book My Free DemoYour AI Team
