A return cannot move until the client sends the last document.
In an accounting practice, much of the week goes to asking for the same thing twice: the missing form, the signature, the unpaid invoice. The phone is busiest in the same weeks the work is heaviest. These setups do the reminding, the scheduling and the filing, so the people who know the numbers can spend their time on the numbers.
- Starts at
- $750 to set up, then $149 a month.
- Terms
- Month to month. Cancel with 30 days' notice and keep everything that was built.
- Before you pay
- You see one setup working on a real example from your business.
Six setups for the weeks when everything is due at once.
- 01
Document handling
Comes in Front Desk + Ops
Documents a client sends are filed to that client's folder and labelled by what they are and which year they belong to. The key fields are pulled out, such as the form type, the name and the amounts, for a person to check before anything goes into a return.
- 02
Deadline and document reminders
Comes in Front Desk and up
Clients get a reminder ahead of the dates that matter to them: send your documents, sign the engagement letter, an estimated payment is coming up. You set the schedule and approve the wording.
- 03
Appointment booking and reminders
Comes in Starter and up
Clients book a tax appointment or a year-end review from a link, in the open slots on your calendar, and get a reminder before it.
- 04
Missed-call text-back
Comes in Starter and up
In the busy weeks, a caller who reaches voicemail gets a text right away with a booking link and a line saying the office will call back.
- 05
Invoice chasing
Comes in Front Desk + Ops
Your own overdue invoices get a polite reminder on a schedule you set, in wording you approved, so collecting your fees does not wait until after the deadline.
- 06
A how-to assistant for staff
Comes in Front Desk + Ops
Trained on your own procedures: how a new client is set up, how a return moves through review, where each kind of file is saved. Seasonal staff can ask it before asking a partner.
The three packages
- Starter 2 setups$750setupplus $149 a month
- Front Desk Up to 5 setups$1,750setupplus $349 a month
- Front Desk + Ops Up to 9 setups$3,500setupplus $749 a month
Each package includes everything in the one before it. Software licenses are billed by the vendor at their price, with no markup.
Your files hold Social Security numbers, bank details and tax records.
So the IT under the AI has to be in order. These are the pieces, each at a flat price.
-
Email Lockdown
$450per domainStops other people sending email that looks like it came from your firm. Without it, a client can get a request for documents or payment in your name that you never sent.
-
Microsoft 365 Security Tune-Up
$950up to 15 peopleAbove 15 people, add $25 a person.
Two-step sign-in for everyone, daily accounts that are not admins, and automatic forwarding to outside addresses blocked. It also finds paid licenses nobody is using.
-
New Laptop Day
$1,500onceIncludes the first 3 laptops. Then $95 per laptop.
Seasonal hires get a laptop that sets itself up when they sign in, with the disk encrypted. No IT visit in the weeks you have the least time for one.
-
BlueFort Care
$125per person per monthMinimum $625 a month, which covers up to 5 people.
Everyday support answered the same business day, Microsoft 365 backup, setup for new hires, and account checks when seasonal staff leave.
BlueFort Care runs month to month with 30 days' notice. The other three are one-time jobs, with the price agreed in writing before work starts.
Client records stay in your own accounts.
Every setup is built in the firm's own accounts, so client files stay where they already live. Sensitive details stay out of general AI services, and anything sensitive that goes to a client is a draft a person approves first.
If some records cannot leave the building at all, AI models can run on hardware inside your own network instead.
How long does setup take? We do not want to change things in the middle of tax season.
Setup takes about two weeks from kickoff. It is built in your own accounts and tested with your real calls, forms and documents, and I walk you through it before anything goes live. You pick the start date, so it can wait for a quiet month.
Does the AI prepare returns or give tax advice?
No. It files documents, pulls out key fields for a person to check, sends reminders and drafts routine messages. The accounting work and the advice stay with your staff.
Which package covers document handling?
Front Desk + Ops: $3,500 to set up and $749 a month, for up to 9 setups. It includes everything in the smaller packages, such as missed-call text-back and online booking. It runs month to month with 30 days' notice, and you keep everything that was built.
Find the two or three jobs worth taking off your staff.
The AI Opportunity Check is a free 30 minute video call about where the week goes in your firm. I name the setups worth doing and show you one of them working on a real example before you pay anything. If AI is not the answer, I will say so.
The scan checks your email and website security in under a minute. Neither one commits you to anything.