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Vendi for Accounting Firms

AI front desk for accountants — tax season is loud, your line stays calm.

Vendi triages new client intake, books consults, and re-engages last year's clients before they go elsewhere.

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Why this hurts now

What accounting firms businesses lose every week.

Tax-season overload

Jan–Apr is a flood. The phone never stops.

New-client intake drag

Same 10 intake questions every new lead. Your CPAs shouldn't be doing intake.

Prior-year client churn

Last year's client doesn't get a call until you notice they didn't book this year.

How Vendi handles it

Your accounting firms workflow, on autopilot.

  1. 1
    Inquiry in

    'I need to file my taxes' — Vendi answers.

  2. 2
    Qualify

    Filing type, complexity, prior-year docs ready, deadline urgency.

  3. 3
    Quote

    Range quote based on your fee schedule.

  4. 4
    Book

    30-min consult with the right CPA.

  5. 5
    Doc prep

    Auto-send the engagement letter + doc checklist.

  6. 6
    Renew

    Auto-reach prior-year clients in mid-January.

Use cases

Where Vendi shines for accounting firms.

  • Tax-season new-client intake
  • Bookkeeping engagement quoting
  • Year-end planning consultation bookings
  • Prior-year client re-engagement campaigns

Outcomes you'll see

The numbers that move.

  • Free your CPAs from intake calls — they should be working returns.
  • Lock in prior-year clients before they shop around.
  • Quote every caller without a back-and-forth.

FAQs

Questions accounting firms owners always ask.

Can it screen out tax-advice questions?

Vendi never gives tax advice — it routes the right questions to a licensed CPA.

What about confidential info?

All intake data is encrypted at rest and in transit, and never logged for training.

Integrates with my practice software?

Karbon, Canopy, TaxDome, QuickBooks Online — yes.

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