Textitie | Business texting with AI that knows CPA Firms
CPA Firms
CPA firms face intense seasonal volume spikes. During tax season, the same team handling complex filings also fields dozens of client texts about documents, deadlines, and scheduling. When those messages sit unanswered because everyone is buried in returns, clients feel neglected and deadlines slip.
Illustrative team inbox
Incoming question
Draft grounded in approved knowledge
Thanks for getting in touch. A team member will review your message and follow up.
Why this matters
Stay present between the messages.
CPA firms face intense seasonal volume spikes. During tax season, the same team handling complex filings also fields dozens of client texts about documents, deadlines, and scheduling. When those messages sit unanswered because everyone is buried in returns, clients feel neglected and deadlines slip. The practical value is straightforward: every client text gets a fast, on-brand response whether or not someone is free to type it.
Replies stay within information your team has approved and the permissions you set. Decisions that require your team’s expertise remain with your people.
Everyday moments
The messages your team already gets.
Tax season document request reminders
Filing deadline awareness messages
Engagement letter signature follow-ups
Year-end planning meeting scheduling
Auto-Pilot
Replies only inside your rules.
Trained on the firm's brand, services, and voice, Auto-Pilot responds to client texts the moment they arrive — including evenings and weekends during peak season. It handles document request questions, confirms deadline details, and keeps two-way conversations moving until the client has what they need. No text sits unanswered because nobody was free to type.
What this can look like
- Use information your team has reviewed and approved.
- Answer only topics and conversation types you authorize.
- Route anything uncertain or outside scope to your team.
No system can guarantee every question has an approved answer. When it does not, the conversation belongs with a person.
Human handoff
Judgment is not automated.
When a question requires professional judgment — a tax position, a nuanced filing scenario, or anything outside what the brand knowledge covers — a team member steps in to continue the conversation directly.
Co-Pilot
Draft first. Your team decides.
Co-Pilot reads the incoming text and writes a reply in the firm's voice. A team member reviews, tweaks if needed, and sends. This turns a slow, staff-dependent chore into a one-tap approval — the speed of AI with a human hand on the wheel.
Find us nearby
See Textitie in your area.