Accounting & CPA Firm AI Operator
Run your accounting firm 24/7 with a private AI operator. Handle client intake, appointment scheduling, tax document collection, and year-round engagement — without picking up the phone.
The CPA Operations Gap
Most CPA firms lose clients to slow response times, miss opportunities during tax season overflow, and struggle to keep clients engaged year-round. Mercury fills that gap.
Tax season phone overload
Every April, your front desk drowns in calls, voicemails, and document requests. Mercury handles the volume so your staff handles the work.
Client documents arrive late
The average tax engagement starts 3–4 weeks behind because clients don't submit documents on time. Mercury chases them automatically.
Intake forms are a bottleneck
New client onboarding is paper-heavy and error-prone. Mercury digitizes the whole flow and delivers complete files to your team.
After-hours inquiries go dark
Prospects who call after 5pm or on weekends don't hear back for days. Mercury responds immediately, at any hour.
Year-round revenue untapped
Most clients only engage in Q1–Q2. Mercury keeps clients connected year-round with quarterly check-ins and advisory touchpoints.
How Mercury Runs Your CPA Firm
Client Intake & Engagement Onboarding
Every new client inquiry gets an immediate, structured response. Mercury collects engagement letters, tax organizer data, ID verification, and e-signatures digitally — before your team's first meeting. No more chasing paperwork.
Appointment Scheduling & Confirmation
Mercury manages your calendar across the full firm — new client consultations, audit kickoff meetings, tax review appointments — by text, web form, or email. No back-and-forth phone calls. No voicemail pile-up during tax season.
Tax Document Collection & Follow-Up
Mercury automates the document request loop for every engagement — tax returns, W-2s, 1099s, bank statements. Sends reminders at the right intervals, escalates to your staff when documents are overdue, and tracks what's received versus what's still outstanding.
Client Status Updates & Turnaround Notifications
Mercury keeps clients informed at every stage — "We received your documents," "Your return is in review," "It's ready for signature." Reduces the "where is my return?" calls that eat your front desk's time.
Prospect Qualification & Lead Follow-Up
Every new inquiry into your firm gets qualified against your ICP — business type, entity structure, annual revenue range, service needs. Mercury routes hot prospects immediately and nurtures mid-tier prospects with a cadence that keeps your pipeline warm year-round.
Year-Round Touchpoints & Engagement Renewals
Most CPA firms are seasonal. Mercury keeps clients engaged year-round — quarterly tax check-ins, estimated payment reminders, audit engagement reactivation, and annual engagement letter renewals. Turns seasonal relationships into 12-month engagements.
Mercury vs. The Old Way
| Dimension | Mercury | Phone / Email Only |
|---|---|---|
| Response time | Instant — 24/7 | Next business day |
| Document collection | Automated, tracked, escalated | Manual email requests |
| Client status updates | Automated at every stage | Client-initiated calls |
| Appointment scheduling | Full loop — booked + confirmed | Manual coordination |
| Prospect qualification | Automated, scored, routed | Staff-dependent |
| Year-round engagement | Automated quarterly touchpoints | Staff-initiated |
| Client memory | Full engagement history | Staff memory |
Frequently Asked Questions
Will Mercury work with my existing CPA practice management software?
Yes. Mercury connects to most major CPA and accounting platforms — Drake Software, UltraTax, CCH ProSystem fx, TaxDome, Canopy, and practice management systems with web portals or APIs. We handle the integration setup.
How does Mercury handle client intake for new tax or audit engagements?
Mercury collects all engagement onboarding documents digitally — engagement letters, tax organizer responses, ID verification, and e-signatures — before the first meeting. Your team opens to complete files, not a stack of half-finished forms.
Can Mercury help with tax season overflow?
Yes. During tax season, Mercury handles the incoming client inquiry loop — appointment requests, document submission follow-ups, status checks, and new prospect qualification — so your staff focuses on tax preparation, not phone tag.
Does Mercury replace my administrative staff?
Mercury handles the administrative layer that bogs down your front desk — appointment scheduling, document collection, client reminders, and new prospect qualification. Your team focuses on billable work.
Is client financial data safe with Mercury?
Mercury runs privately on your own infrastructure — client names, financial data, tax documents, and communication records never leave your server. No third-party AI services touch your firm's data. CPA-friendly by design.
How long does it take to set up?
Most CPA firms are fully operational within 1–2 weeks. Week one is configuration — connecting your practice management system, setting up client communication templates, and mapping your onboarding workflows. Week two is live testing and refinement.
Can Mercury handle audit engagement coordination?
Yes. Mercury manages the audit engagement onboarding loop — document requests, timeline confirmations, staff introductions, and status updates — keeping clients informed and your audit team organized without manual client coordination work.
Your CPA Firm, Running 24/7
Get a private AI operator that handles client intake, document collection, scheduling, and follow-up — without adding headcount or losing leads to voicemail.
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