Client onboarding that moves forward
Connect inquiry forms, engagement steps and client records. Give your team a clear next action when a new client arrives.
Accounting client onboardingFOR U.S. ACCOUNTING & CPA FIRMS
AI for accounting firms.
Built into your workflow.
Connect client intake, document follow-ups, CRM updates and firm knowledge. We scope and build the AI systems that help your team move client work forward.
Find your first projectCustom implementation from $5,000 USD.
Start with a free introductory conversation.
ACCOUNTING WORKFLOW AUTOMATION
Less work between systems.
More clarity for your team.
Start with the process that consumes time every week. Build a useful connection, test it with your people and expand when it works.
Less document chasing
Organize incoming documents, identify missing items against an agreed checklist and prepare follow-ups for review.
Client document collection and follow-upsA CRM your team can work from
Connect client conversations, tasks and status updates across agreed systems. Make ownership and outstanding work easier to see.
CRM implementation for accounting firmsConnected accounting workflows
Reduce repeated data entry between your practice tools, email and documents. Handle exceptions and route decisions to the right person.
Accounting workflow automationYour firm’s knowledge, in reach
Find relevant procedures, prior work and internal guidance with links to the source. Flag material that needs a freshness check.
AI knowledge systems for CPA firmsAI agents with clear boundaries
Build custom AI agents for the steps your existing software cannot cover. Define permissions, review points and a practical handover.
AI implementation for accounting firmsCRM & PRACTICE MANAGEMENT
Start with the systems your firm already uses.
AI automation for accounting firms starts with understanding the work. We assess your CRM, practice management software, email, documents and accounting tools, then choose the connections your project needs.
TaxDomeKarbonCanopyFinancial CentsQuickBooksXeroMicrosoft 365Google Workspace
These are examples to assess during scoping. Integration availability depends on each system’s access, API and plan.
AI CONSULTING & IMPLEMENTATION
One agreed workflow.
A practical first project.
You work with us from the initial process map through implementation and handover. We define what will be delivered and how your team will accept it.
Tell us where work gets stuck ↗- 01
Map one valuable workflow
We review the bottleneck, the systems involved and the work your team repeats.
An agreed starting point - 02
Define scope and success
Set the integrations, access, review steps and acceptance criteria before building.
A scoped proposal, from $5,000 - 03
Build, connect and test
Implement the workflow and test real examples, missing inputs and failure cases.
A pilot with your team - 04
Train and hand over
Document the process, train the people using it and agree on support and ongoing costs.
A system your firm can operate
YOUR IMPLEMENTATION PARTNER
Hi, I’m Yuval.
I lead FutureProof Agents. We bring process mapping, AI development and integration into the same project, so the system fits the way your team works. Our published work spans CRM-connected research, customer service and company knowledge.
Explore our work ↗LET’S FIND THE RIGHT FIRST PROJECT
Tell us about
your firm.
A few details help us understand your systems and the work you want to improve. Custom projects start at $5,000 USD.
What happens next?
01We review your workflow, tools and project needs.
02You can book a free introductory call after submitting.
03If there is a fit, we agree on scope and a proposal.
Use business contact details only. Please do not include tax returns, client records, passwords or other confidential client information.
✓
YOUR INQUIRY IS IN
Let’s discuss your first project.
Thank you. We have received your details and will contact you at the email you provided. You can also choose a time for a free introductory call with Yuval.
Book your free call ↗AI FOR CPA FIRMS
Before we talk.
What can AI do for accounting firms?
AI can help organize client information, classify incoming documents, draft follow-ups and retrieve internal knowledge. We focus on a specific operational workflow and define where a person must review the output. Your team retains responsibility for accounting and tax decisions.
Do you provide AI consulting for accountants as well as implementation?
Yes. We map the process and help choose a suitable approach, then build, integrate, test and train your team within an agreed scope. The first conversation helps establish whether a custom project is worthwhile.
Can you work with our existing CRM or practice management software?
We start with the tools you have. During scoping, we assess systems such as TaxDome, Karbon, Canopy, Financial Cents, QuickBooks, Xero, Microsoft 365, Google Workspace and your CRM. Connections depend on API access, permissions and the capabilities of each product; we confirm feasibility before committing to an integration.
Our software already automates reminders. What would you add?
We first check what your existing tools can already do. A project may connect work across systems, process less structured inputs, create a shared view of client activity or add a firm knowledge workflow. We scope the gaps that remain after native features are considered.
How much does accounting automation cost?
Custom implementation projects start at $5,000 USD. The proposal defines deliverables, milestones and acceptance criteria. Hosting, software subscriptions, AI usage and ongoing support are identified separately. A timeline follows the agreed scope and access requirements.
How do you handle sensitive client information?
We agree on access permissions, necessary data, storage and human review during scoping. We can begin testing with redacted or sample documents. Please do not submit tax returns, Social Security numbers, passwords or client records through this inquiry form.
Do you work with U.S. CPA and bookkeeping firms?
Yes. This service is for U.S. accounting, CPA, tax and bookkeeping firms that need a custom AI or CRM implementation. Work is delivered remotely, with project meetings and handover arrangements agreed with your team.
Do we need to replace our CRM?
Not necessarily. CRM integration and workflow improvements may solve the problem within your current setup. If migration is needed, we agree on the records, mapping, checks and cutover before work begins.
Inquiry privacy notice
FutureProof Agents uses the business and contact details you submit to assess and respond to this inquiry. We store your submission in our private lead database and a private Google spreadsheet, and send an internal email alert with the inquiry details. We also store the page, referral source, campaign identifiers and ad-click identifiers supplied in the link to understand where inquiries come from. First and latest referral details are kept in browser session storage. A hashed network identifier helps prevent spam. Google Analytics and Google Ads measurement are optional and controlled through Measurement preferences. If you allow measurement, Google uses measurement cookies and receives page and ad-click information and a successful-submission event with a random submission ID, so we can measure inquiries from our ads without counting retries twice. We do not send your contact details or project answers to Google, and personalized advertising is disabled. You can change your measurement choice at any time; declining does not prevent submitting an inquiry. This form does not subscribe you to a mailing list. Contact us through our website to request access, correction or deletion of your inquiry details.