Industry Solutions

The Relationship Doesn't End at Filing Season - or When the Books Are Closed.

ERMS keeps clients engaged year-round - not just when there's a deadline or a document to chase.

The Challenges in Accounting, Bookkeeping & Tax Practices

Client contact is often seasonal or reactive, so relationships go dormant much of the year.

Without deadlines forcing conversation, clients hear nothing from you for months.

Document collection becomes a constant bottleneck.

Chasing paperwork eats hours that should go toward billable work, during tax season and every month in between.

Clients feel like a number once the relationship becomes routine.

Filing forms without a personal touchpoint erodes loyalty over time.

Referrals and repeat engagements depend on clients remembering you exist.

No consistent way to request reviews or stay visible between filings.

The Accountants Workflow

A visual representation of how relationships move through your practice.

Client Onboarded

Initial Contact

Automated Document Collection & Deadline Reminders Triggered

Missed-Call Text-Back

Ongoing Check-In & Off-Season Nurture Sequences Run Automatically

Automated System

Accountant Notified Only When Action Is Needed

Seasonal Sequences

Client Re-Engaged Before the Next Deadline or Season Begins

Long-Term Loyalty

The relationship stays alive year-round, not just at filing time.

ERMS automates the repetitive parts of client communication - document requests, deadline reminders, monthly check-ins, off-season nurture - so clients feel consistently attended to whether it's the middle of tax season or the middle of July.

Valerie (Voice AI Receptionist) handles inbound client calls and scheduling
Relationship Intelligence Engine tracks document status, deadline windows, and seasonal touchpoints
Automated nudges close the document-chasing bottleneck before it becomes a delay

Recommended AI Advisor for

Accountants, Bookkeepers & Tax Practice Pros

Leverage our specialized Executive AI Advisory Team

Andrew & Andrea

Executive AI Advisor - Accounting & Tax Practice

Andrew & Andrea have the knowledge of a bookkeeping, accounting and tax practice veteran with decades in the industry - the daily realities of chasing documents, managing deadline crunches, and watching relationships go quiet the moment filing season ends. They help accountants, bookkeepers, and tax professionals design AI systems that protect the client relationship, not replace it.

Their focus: helping you keep clients engaged year-round instead of only at deadline time.

Ask Andrew & Andrea about:

Document Collection • Deadline Management • Off-Season Client Retention • Review & Referral Requests

Time-Saving Automations

Key workflows we implement for Accounting, Bookkeepers & Tax professionals.

Client Onboarding Sequence

Triggers when a new client signs an engagement letter. ERMS sends a welcome message, delivers the intake and document checklist, schedules the initial consultation, and assigns onboarding tasks to the team - ensuring every client starts with the same organized, professional experience.
Document Collection Nudges

Triggers as tax or filing deadlines approach with missing documents. ERMS automatically sends reminder emails or texts for outstanding items, tracks what's been received, and alerts the team once a client's file is complete - eliminating the back-and-forth chasing paperwork.
Deadline & Filing Reminders

Triggers based on key tax and compliance dates (quarterly estimates, extensions, filing deadlines). ERMS notifies clients ahead of each deadline, sends preparation reminders, and logs a follow-up task for the team - keeping every client on schedule without manual tracking.
Monthly & Off-Season Check-Ins

Triggers on a recurring monthly or quarterly cadence outside of peak tax season. ERMS sends a check-in message with relevant financial tips or updates, and creates a task for the advisor to review the account - keeping the relationship active year-round, not just at tax time.