AutomatikPro gives CPA firms tax season engagement automation, document collection sequences, and review collection — pre-built to fill your calendar and grow advisory revenue.
Every Accounting & CPA Firms account comes pre-loaded with these workflows — no setup required.
Automatically reach your entire client list in October and November — securing engagements 3 months before the rush and giving your team predictable workload.
Deliver welcome messages, document checklists, and portal access instructions automatically — creating a professional first impression that justifies your fees.
Automatically follow up on outstanding tax documents until they're received — eliminating the manual chasing that consumes accountants every January.
Automatically promote bookkeeping, payroll, and advisory services to tax-only clients post-season — converting one-time relationships into year-round revenue.
AutomatikPro connects with the platforms you already run your business on — via industry-standard integrations.
Every plan starts with a 30-day free trial. No credit card required.
Join businesses already running AutomatikPro — live in 5 minutes, free for 30 days.
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