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AI intake for accounting firms
AI intake and client follow-up for tax, bookkeeping, and advisory firms. Keep every inquiry moving through tax season—with your team in control.
Brightline CPAFavorites
Intake dashboardWorkspace
AgentsMayaGPTDocumentsIntegrations| Client | Phone | Service | Stage | Source | Handled by | Last contact |
|---|---|---|---|---|---|---|
| Hannah Ortiz | (312) 555-0118 | Tax return | Engaged | Google Ads | Maya | 3m |
| Ridgeway Bakery | (415) 555-0162 | Bookkeeping | Docs requested | Referral | Sam Patel | 18m |
| Victor Huang | (213) 555-0145 | Tax notice | Contacting | Website | Maya | 1h |
| Maple & Co. | (646) 555-0127 | Payroll | In review | Referral | Erin Walsh | 2h |
| Priya Desai | (404) 555-0191 | Tax return | New | Website | Maya | 3h |
| Coastline Dental | (206) 555-0173 | Entity setup | Docs requested | Google Ads | Maya | 5h |
| Owen Brooks | (617) 555-0136 | Amended return | Contacting | Website | Sam Patel | 8h |
| Lumen Studio | (702) 555-0154 | Bookkeeping | Engaged | Referral | Maya | 1d |
| Grace Nolan | (503) 555-0108 | Tax return | New | Google Ads | Maya | 1d |
Supporting teams at
THE INTAKE PROBLEM
Most new clients are lost between conversations — the call in the middle of tax season, the document request nobody followed up, the handoff without context. Saleda keeps every inquiry moving, and keeps your team in control.
Answer every call during peak weeks and after hours before a prospect calls another firm.
Follow up by SMS and email until the documents your team requested arrive.
Send conversation context and engagement details to the CRM and assigned preparer.
Connect inquiries to engaged clients so the team can see which campaigns work.
CORE CAPABILITIES
01 — 03From the first hello to what comes next.
0124/7 AI intake
Handle inquiries through natural conversations and collect engagement details consistently.
A conversation begins.
I got a notice from the IRS and I need help.
Thank you for calling. May I ask a few questions about the notice?
02Automated follow-up
Continue conversations through SMS and email when a caller does not answer or documents are incomplete.
Keep the conversation going.
Cross-channel follow-upContinue the conversation
Conditional sequencesFollow your configured process
Team notificationsKeep your team informed
03Client operations
Track intake, stages, tasks, and SLAs in one workspace synced to your CRM.
Your team takes it from here.
Context, carried forward.
Configurable workflows✓
Task and SLA tracking✓
CRM synchronization✓
In their words
In their words
“Working with Max and Saleda has greatly improved how we handle inbound calls. Their AI agent, Maya, answers our calls, checks whether the caller is already in our system, and routes them accordingly: new callers become leads and get handed to sales, existing leads go straight to a rep, and current clients get routed to customer service (with Maya answering what she can along the way). The result has been a steady stream of high-value leads converting into real clients, plus many hours saved on the customer service side.”
Boundless ImmigrationImmigration intake & sales teamRead the case study“…with Saleda’s expertise in AI, we could scale our operations without adding headcount… Saleda delivered above and beyond our expectations.”
“I can't believe it works. It's actually pretty exciting to see how Maya was able to successfully transfer the call to our specialist who handles signing the case.”
PRODUCTS
Built for accountability
Maya follows your approved intake questions. Scope, pricing, and professional judgment stay with your firm.
Recordings, transcripts, summaries, and audit events for each inquiry, so reviews start from evidence.
Collected fields and summaries sync to the tools your team already uses. No parallel database to reconcile.
Backed by programs from
FAQ
Maya answers inquiries immediately, including during peak weeks and after hours, collects the details your firm asks for, and routes each conversation with context to your team.
No. Maya follows your approved intake questions and collects information. Scope, pricing, and professional judgment stay with your firm.
Saleda AI is designed to synchronize collected information, conversation summaries, and status with existing CRM and operating systems. Confirm the exact connector and fields during implementation planning.
Most configurations can preserve the current phone operation through forwarding or routing. The implementation team recommends a configuration after reviewing the existing environment.
Bring us your client intake and document follow-up process. See how Saleda fits your phone setup, follow-up sequences, and CRM.