CPA Firms

AI and finance operations support for CPA and accounting firms

Keep client communication moving through busy season, collect documents without chasing, and extend your team with bookkeeping and close support.

Hi! I'm your AI CPA Firms Assistant. How can I help today?

Specialized features

Tailored solutions

Each solution is configured around your intake rules, systems and review standards — not a generic script.

What we hear from cpa firms

Answers inbound calls, handles status and appointment questions, and routes anything that needs an accountant to the right person with context.

Scheduled reminders across call, chat and email until the checklist is complete, with every response logged against the client record.

A NaviCS team maintains ledgers, reconciliations and close packs to your review standards, so your staff stay on advisory work.

Book a demo and see how NavicsAI Voice, Video, and Chat agents plug into your existing CRM stack.