What Summit does today
The bighorn sheep in the corner is a knowledge-based assistant. It answers common questions about Colorado taxes, bookkeeping and IRS problems, and points visitors to the right page. Try it.
What it does with a live AI brain
🌙 Books consults while you sleep
Qualifies the visitor (individual or business, years behind, IRS involvement, rough complexity) and books straight onto the firm's calendar at 2 a.m.
🤝 Real sales conversations
Handles "how much does it cost," "I'm embarrassed," and "I'll wait until next year" the way your best intake person would, every time.
🧮 Quick estimates
Runs simple, clearly labeled calculations, like estimated quarterly payments or how penalties grow, to show why acting now matters.
📁 Document intake
Sends the right checklist for the situation and nudges until the documents arrive in the firm's portal.
⏰ Deadline reminders
Texts and emails clients before quarterly estimates, extensions and filing deadlines.
🔁 Follow-up that never forgets
Re-engages the leads who went quiet, without anyone on staff writing a single email.
Triggers and actions
| When this happens… | …the system does this |
|---|---|
| A visitor mentions an IRS letter | Flags as urgent, books the earliest slot, sends a "what to bring" list |
| A lead goes quiet for 3 days | Sends a friendly, personal follow-up by text and email |
| A consult is booked | Creates the CRM record, writes a lead brief, alerts the CPA |
| Documents are uploaded | Confirms receipt, moves the client to "ready for prep" |
| A deadline is 14 days out | Reminds every affected client, in batches |
| A return is filed | Requests a review and offers next year's planning session |
How much is after-hours costing you?
Change the numbers to match your firm. The calculator uses only what you enter.
Where accounting is heading
Industry coverage in 2026 describes agentic AI reaching a tipping point in tax and accounting firms, with AI handling more of the intake, prep and admin work, and staff time shifting toward advisory work. Firms that get their front office automated first are the ones prospects reach first.
Questions people ask
Does the AI give tax advice?
No. It answers general questions from an approved knowledge base, qualifies the lead and books time with a licensed professional. Advice stays with the CPA.
Is client data safe?
A live setup keeps intake to the minimum needed to book, sends sensitive documents through the firm's secure portal, and follows the firm's data and confidentiality policies.
Can it connect to our existing tools?
Yes. Typical connections include the firm's calendar, CRM or practice management system, email and client portal, using triggers and actions.