CRM & Pipeline
The shared brain plus deal and opportunity tracking.
See the CRM →AI FRONT OFFICE · AI ASSISTANTS
Your AI practice team — the employees you'd hire, if you had the hours.
Growing practices lose high-margin clients to missed calls during tax surges, unread lead inboxes, and unchased proposals. Deploy an AI Front Office of role-specific assistants on one Tax & Accounting CRM—answering calls, coordinating bookings, and handling follow-up, built and managed for you.
AI Front Office supports new-prospect intake, booking, reviews, and follow-up within configured workflows. Sensitive work routes to a human.AI FRONT OFFICE · PRACTICE TEAM RECEPTION DEMO LIVE
01
Reception AI24/7 Front Desk
02
Lead ResponseSpeed-to-Lead
03
Bookings AIZero-Friction Cal
04
Closer AIProposal Follow-Up
05
Review AI5-Star Loops
06
Payment AICourteous Reminders
SHARED BRAINONE GROWTH CRMConfigured actions and handoffs log here
One growth record supports the team. Handoffs stay visible for review.
VERIFIED CAPABILITY STATE
Reception AI is the only role currently presented as a verified live demo. The other assistants are configurable roles that require scoped channels, knowledge, workflows, permissions, escalation, stop rules, and end-to-end testing before launch. Outcome language describes intended configured behavior, not a guarantee of response time, bookings, revenue, collections, reviews, hours saved, or cost savings.
ONE CRM · THE SHARED BRAIN
Without a shared brain, you have disconnected bots. With one, you have a team.
Before any assistant, there's the CRM — the knowledge base, the database, and the source of truth for the growth journey. Prospect inquiries, calls, texts, chats, review requests, approved reminders, and bookings can flow through configured workflows, so each enabled assistant acts on the same approved growth record. Billing and accounting records remain in your firm's professional system.
That's what makes them a coordinated team instead of ten separate tools that happen to have “AI” in the name.
See how the CRM works →01Reception AIbooks a consult
→02Bookings AIconfirms it
→03Closer AIfollows up
→04Review AIrequests the review
One growth record · configured handoffs logged
AI FRONT OFFICE · YOUR AI PRACTICE TEAM
One foundation. A team of role-specific assistants. The channels you configure.
Read it as a system, not a feature dump — one growth record, bounded roles, and approved channels connected around the buyer journey.
Unified Inbox
Configured conversations in one place for your team and enabled AI roles.
See the inbox →B · THE AI EMPLOYEES
Each role is scoped to one job a person in your practice would otherwise handle. The featured six map the growth journey.
01FEATURED ONLY LIVE DEMO
Reception AI
Your 24/7 conversational front desk.Answers inbound calls, texts, and web chats in your firm’s voice, answers routine service questions, books consultations, and triggers prompt missed-call text-backs.
Hear Reception AI live →02FEATURED
Lead Response AI
Your rapid-response intake specialist.Engages new web form and digital inquiries across SMS and email within minutes, qualifies initial tax or accounting needs, and stops immediately upon booking or human handoff.
Meet Lead Response AI →03FEATURED
Bookings AI
Your automated scheduling coordinator.Eliminates scheduling friction by offering real-time consultation slots, sending polite SMS/email reminders to minimize no-shows, and handling reschedules automatically.
Meet Bookings AI →04FEATURED
Review AI
Your 5-star reputation champion.Requests authentic client reviews at peak satisfaction moments (like filing completion), routes private feedback for service recovery, and drafts professional public replies.
Meet Review AI →05FEATURED
Closer AI
Your engagement letter follow-up closer.Keeps proposals from dying in silence. Executes a polite, multi-touch follow-up cadence that moves prospective clients toward a signed engagement letter.
Meet Closer AI →06FEATURED
Social AI
Your consistent social media manager.Drafts, schedules, and publishes authoritative, compliance-aware thought leadership across your firm’s LinkedIn and Google Business Profile.
Meet Social AI →07
Payment AI
Your courteous payment-follow-up assistant.Recovers outstanding invoices and retainer renewals with polite automated reminders and direct payment links—leaving billing records in your professional ledger.
Meet Payment AI →08
Content AI
Your accounting & advisory content writer.Drafts timely tax-deadline alerts, seasonal newsletters, and practice-niche articles in your firm’s voice for quick human review and approval.
Meet Content AI →09
Support AI
Your 24/7 front-office help desk.Answers routine, repetitive client questions (“Where do I upload my W-2s?”) from an approved knowledge base, escalating account-specific matters to your team.
Meet Support AI →10
Reactivation AI
Your dormant-database rainmaker.Re-engages past 1040 clients, prior-year filers, and stalled leads with timely seasonal check-ins to uncover high-margin advisory and planning opportunities.
Meet Reactivation AI →C · CHANNELS
Call · SMS · email · web chat · social DMs · WhatsApp · Google Business Profile
Eligible, approved channels can feed the Unified Inbox and growth CRM after provider support, account access, and end-to-end availability are verified.WHY THIS CHANGES YOUR PRACTICE
What a configured AI team changes in your growth workflow.
Features are the how. These are the operational improvements your team can measure after launch.
Stop the leaks
Put missed-call follow-up, proposal reminders, and review requests into configured workflows.
Automate workflows
Configured cadences keep repetitive follow-up moving.
Get your hours back
Move repetitive follow-up out of your team's manual queue.
Streamline operations
One system, one inbox, one record.
Keep a clear record
Configured actions and handoffs are logged for review.
Add capacity
Add role-specific capacity without hiring a separate person for every workflow.
After-hours coverage
Verified Reception AI can answer and book after hours; other roles follow their configured channels and cadences.
ILLUSTRATIVE · SAMPLE DATA
12 open conversationsNew leadReception AI
Consult bookedBookings AI
Approval neededHuman review
YOU KEEP THE FINAL SAY
YOUR GROWTH SYSTEM IN YOUR POCKET
Your growth pipeline — and your configured AI team — in one app.
Configured workflows support the growth journey while you stay in control. With the GHL mobile app, your team can receive notifications, monitor CRM conversations and leads, and take approved actions — reply, call, book, approve an AI-drafted response, or send an approved payment link — with the pipeline visible at a glance.
The AI supports the workflow. You keep the final say — from your phone, wherever you are.START SMALL OR GO ALL IN
Deploy one AI employee. Add the rest when you're ready.
Start with the assistant that plugs your loudest leak — Reception AI if calls go unanswered, Lead Response AI if leads go cold, Closer AI if proposals need consistent follow-up. Add more à la carte, or map the full Practice Growth Suite around your workflows. Each configured assistant is designed to use the same growth CRM, so you can add roles without replacing the foundation.
One employee, a few, or the whole team — on one growth system either way.Not sure where to start? Book a strategy call →DIAGNOSTIC BENCHMARK
Unsure which AI role yields the highest ROI first?Score your practice across speed-to-lead, front-desk capture, and proposal follow-up.
START
ONE EMPLOYEE
A COORDINATED TEAM
THE FULL PRACTICE GROWTH SUITE
Same CRM underneath every stageCLEAR SCOPE BY DESIGN
AI on the front office. Your professional systems keep the client work.
PGT handles the marketing journey around the practice: new-prospect capture, calls, booking, follow-up, reviews, reminders, and CRM handoffs. It does not need access to tax returns, accounting records, payroll files, financial statements, portfolios, or existing-client documents. Those remain in the professional systems your firm already uses, while professional judgment stays with your team.
PGT HANDLESNew-prospect intakeBooking & follow-upReviews & reminders
→CLEAR
BOUNDARY→
BOUNDARY→
YOUR FIRM & SYSTEMS HANDLETax & accounting workExisting-client recordsProfessional judgment
Prospect-facing workflows by defaultNo tax or accounting recordsProfessional work stays in your systemsHuman judgment stays with your firm
HEAR IT FOR YOURSELF
Don't take our word for it—test Reception AI directly.
Reception AI
Use browser voice, call the permanent phone fallback, or try the clearly labeled guided-text workflow. Reception AI is the one assistant on this page presented as a live conversational demo.
Test Reception AI →Results vary by practice, market, and starting point. We show real work, not guarantees.See all results →QUESTIONS PRACTICES ASK
Clear answers before you add an AI employee.
Will AI be talking to my clients about their finances?
No. The assistants handle new-prospect intake, scheduling, reviews, and follow-up. Anything sensitive is routed to you, and existing-client communication stays human unless you choose otherwise.
What can an AI receptionist do for an accounting firm?
Reception AI can answer approved inbound calls, texts, and chats around the clock, offer configured consultation times, and trigger missed-call text-back. That gives after-hours and mid-meeting prospects a useful next step while the conversation and booking handoff stay visible in the growth CRM.
How is this different from an answering service?
A traditional answering service usually takes a message. Reception AI can answer from your approved knowledge, offer configured consultation times, support follow-up, and log the interaction to the growth CRM — including after-hours workflows when deployed and tested.
Do I have to deploy all of them?
No. Start with one AI role and add more when you're ready. Each role is designed to share the same growth CRM after its channels, permissions, handoffs, and stop rules are configured and tested.
Will it sound like a robot to my prospects?
Judge the verified Reception AI demo for yourself. Each additional role is configured around approved services, process, tone, and escalation rules, then tested and tuned by a real team before launch.
Does PGT access my firm’s accounting or tax data?
No. PGT’s assistants and CRM support front-office marketing workflows such as prospect intake, calls, scheduling, follow-up, reviews, reminders, and handoffs. Tax returns, accounting records, payroll files, financial statements, and existing-client documents remain in the professional systems your firm already uses.
BUILD YOUR PRACTICE TEAM
Hire the team you've been meaning to — without adding to payroll.
Book a 20-minute strategy call and we'll map which AI employees would plug your biggest leaks first — whether or not we work together.
No pressure. No obligation. A plan you can use either way.