Скачать или смотреть AI Scheduling for Accounting & CPA Firms | Automate Tax Season & Client Intake with Ferdinand Agent

Is your firm struggling with inbox overload and phone tag during tax season? Discover how Ferdinand becomes your always-on AI Scheduling Agent, handling appointment requests, client intake, and follow-ups automatically across every channel.

In this video, we cover how Ferdinand automates:
• Tax Prep & Filing: Automatically identifies service types (individual vs. business), checks availability, and books the correct appointment length.
• Smart Client Intake: Collects essential details like tax years, filing status, and document checklists before the meeting even starts.

• Advisory & Audits: Manages scheduling for quarterly reviews, tax planning, and complex audit workflows,.

• Rescheduling & Policy: Handles changes and cancellations while automatically enforcing your firm’s windows and policies.

• 24/7 Responsiveness: Ensures every inquiry is captured instantly—even at 9 pm during peak season—so no client waits until the next business day.

Why Accounting Firms Choose Ferdinand:
• Reduce No-Shows: Automated reminders and document prep lists ensure clients show up ready.

• Omnichannel Support: Clients can book via website chat, AI voice, SMS, email, or social DMs.

• Fast Implementation: Connect your Google or Outlook calendars and go live in days, not months.

Scale your firm without adding administrative headcount and keep your team focused on billable work.

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