📄
Chasing documents
Teams spend hours requesting W-2s, 1099s, receipts, and missing information.
Built for CPA firms and accounting teams
Automate 70% of Your CPA Firm’s Client Work with AI Assistants
Kreatebots helps CPA firms answer client questions, collect W-2s and 1099s, follow up on missing documents, and qualify new leads—without adding headcount.
✓
Faster client response times
Handle repetitive questions instantly, 24/7.
✓
Less admin during tax season
Automate reminders, follow-ups, and document chasing.
✓
Done-for-you implementation
We tailor the assistant around your firm’s workflow.
✓
No technical team required
Your staff can use it without code or complex setup.
Hi Sarah — I’m helping your CPA team finalize your tax documents. I still need your W-2 and one 1099.
Can you remind me what forms I still need to upload?
You still need: 1) W-2 from Acme Inc. 2) 1099-INT from your bank. I can send you a secure upload link right now.
Yes, send the link and remind me tomorrow if I forget.
Done. I’ve sent the upload link and scheduled a reminder for tomorrow at 10:00 AM.
24/7
client replies
50–70%
less repetitive work
Days
to launch
The problem
Your Team Is Drowning in Repetitive Client Work
Your staff should be focused on advisory and high-value accounting work—not chasing documents and answering the same client questions every day.
💬
Repeating answers
Clients ask the same deadline, filing, and process questions over and over.
⏰
Seasonal overload
Tax season spikes create response delays, bottlenecks, and staff burnout.
📬
Manual follow-ups
Email reminders and onboarding steps slip through the cracks when volume climbs.
The solution
Meet Your AI Assistant for CPA Workflows
Kreatebots gives your firm a production-ready AI assistant that handles the repetitive work around client communication and intake.
✓
Answer common tax and accounting questions instantly
Reduce interruptions while keeping clients informed.
✓
Automatically request and track missing documents
Stay ahead of incomplete submissions without manual chasing.
✓
Qualify inbound leads and route the best-fit prospects
Turn website traffic into booked consultations.
✓
Go live fast with done-for-you setup
We tailor the assistant to your firm’s workflow, FAQs, and service model.
How it works
A simple implementation flow your team can start using in days.
1
Map your workflows
We identify where your firm loses time across onboarding, document collection, and client FAQs.
2
Train your assistant
We configure the assistant using your services, process steps, and standard responses.
3
Launch and automate
Your assistant starts handling repetitive work while your team focuses on clients and revenue.
Product demo
See How CPA Firms Automate Client Work
Show prospects exactly how the assistant collects forms, answers questions, and sends reminders before tax season gets overwhelming.
Collect W-2s and 1099s
Automatically request missing documents and guide clients to the next step.
Answer tax workflow questions
Reduce repetitive client emails with instant, consistent responses.
Follow up without your staff
Trigger reminders and keep clients moving toward completion.
Use cases
Built for Real CPA Workflows
From tax prep to onboarding, the assistant handles the repetitive touchpoints that slow your firm down.
📂
Document collection
Request W-2s, 1099s, receipts, and other required documents automatically.
📞
Client communication
Answer FAQs around deadlines, next steps, and filing requirements instantly.
🧲
Lead qualification
Capture and qualify inbound leads before routing them to your team.
📅
Scheduling and onboarding
Automate consultation booking, intake, and first-touch onboarding steps.
Results
CPA Firms Are Already Saving Hours Every Week
Frame results around operational efficiency, response speed, and more time for advisory work.
reduction in repetitive communication and admin work
response coverage for client questions and reminders
to launch a tailored assistant for your firm
Why Kreatebots
Why Not Just Use ChatGPT or Zapier?
Generic tools still require your team to stitch everything together. Kreatebots is focused on deployment, workflow fit, and real business outcomes.
| Feature | Kreatebots | Generic AI tools | DIY automation stacks |
|---|---|---|---|
| Done-for-you setup | ✓ | ✕ | ✕ |
| CPA workflow customization | ✓ | ✕ | Partial |
| Production-ready assistant | ✓ | ✕ | Depends on implementation |
| Non-technical team friendly | ✓ | Partial | ✕ |
| Lead capture + client communication | ✓ | Partial | Partial |
Pricing
Simple Plans for Firms at Every Stage
Start small, launch with a done-for-you package, or scale across multiple workflows.
🚀
Starter
For small firms testing automation.
$49–$199/mo
⭐
Growth
Done-for-you setup for your firm’s workflow.
$2K–$5K setup + SaaS
🏢
Enterprise
Custom multi-assistant deployments.
Custom pricing
FAQ
Common Questions from CPA Firms
Address the key objections before your prospect leaves the page.
Will this replace my team?
No. Kreatebots handles repetitive tasks so your team can spend more time on advisory, client relationships, and higher-value work.
Is this secure for financial data?
The platform is designed around secure business workflows. You can adapt this section to match your exact compliance and security posture before launch.
How long does implementation take?
Most assistants can be launched within days once your workflow, FAQs, and document flow are mapped.
Can it integrate with my current tools?
Yes. This section can be updated with your exact CRM, scheduling, or document-management integrations.
Free offer
Get Your Free CPA Workflow Audit
We’ll review your current workflow and show exactly where AI can save your team time.
- ✓Identify which client interactions can be automated first
- ✓Estimate time savings per week for your team
- ✓Show a live demo tailored to your firm’s workflow
Stop Chasing Clients. Start Automating.
Deploy an AI assistant that helps your CPA firm respond faster, collect documents, and reduce admin overhead.