Accounting Firms

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.

AI Receptionist

Receptionist

What I can do:

New business enquiries captured during peak season
Discovery calls booked automatically
Fee and service questions answered upfront
Referral enquiries actioned immediately
Existing client queries triaged and directed

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AI Executive Assistant

Executive Assistant

What I can do:

Document requests sent and followed up automatically
BAS and lodgement deadlines communicated on time
New client onboarding managed consistently
Meeting briefs prepared before every client call
Post-lodgement follow-ups sent automatically
Admin cleared without additional headcount

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AI Lead Generator

MAX

What I can do:

Unconverted enquiries followed up on schedule
Dormant clients re-engaged before tax time
Referral partners contacted consistently
New client pipeline filled year-round

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AI Copywriter

CLEO

What I can do:

Deadline reminder letters written and sent
Client newsletters produced monthly
Welcome sequences drafted for every new engagement
ATO update summaries communicated clearly
Post-lodgement thank-you messages sent

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AI Social Media Manager

SASHA

What I can do:

Tax tips published consistently year-round
ATO deadline reminders shared on social
Small business advice posted regularly
Firm milestones and team news promoted
Google Business profile kept current
End of financial year content planned and posted

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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.

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 hours

Connect your tools

Link your practice management software, calendar, email, and social accounts. Your onboarding manager handles every integration.

~1 business day

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 minutes

Go live

Your AI team starts managing client communication, chasing documents, and sending reminders immediately. Monitor performance from your dashboard.

Ongoing support included

Why 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.

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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.

What Firms Say

Accounting firms that made the switch.

★★★★★

Tax season used to mean the entire team drowning in document chasing and client calls. Since Sevenfold, every client receives an automated reminder with their document checklist well in advance, and the follow-up sequences mean most clients submit before we even need to reach out. We’ve reclaimed hours every week during our busiest period.

Rebecca K.

Principal Accountant · Clarity Advisory Group, Victoria

★★★★★

We were losing referrals from our financial planning contacts simply because we didn’t maintain communication during peak periods. MAX now keeps our referral partners engaged year-round with relevant content and timely acknowledgements. Our referral volume has grown by 30% in six months without any additional effort from our team.

David N.

Practice Manager · Summit Business Accountants, Queensland

★★★★★

New client onboarding was inconsistent and often fell through the cracks during busy periods. Now every new client receives a professional welcome sequence, their engagement letter, and onboarding checklist automatically. The feedback from new clients on their first impression of our firm has been excellent — and the discovery calls are far more productive.

Michelle W.

Director · Metro Accounting & Advisory, New South Wales

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.