SNSYS for Accounting Firms

It's April 1st. Every line is ringing.
Your staff is buried in returns.

Tax season overwhelms your phones. Advisory clients go months without paying invoices. SNSYS answers every call, recovers outstanding fees, and keeps client relationships documented even as associates come and go.

See how it works
The reality

Accounting firms lose clients in silence.

No one complains. They call, get voicemail, and find a firm that picks up. You never know they called.

72%
of client calls during tax season go to voicemail
Your team is heads-down on returns. The phone becomes background noise. Prospective clients calling about engagement letters hear silence.
CPA Practice Advisor
$120K
average outstanding AR per mid-size firm
Advisory fees, tax prep invoices, and bookkeeping retainers that are 60, 90, 120 days past due. Partners discuss it at every meeting. Nothing changes.
AICPA Benchmarking Survey
31%
of clients leave within 2 years
Not because of bad work. Because they feel ignored. Unreturned calls, slow follow-ups, and the sense that they're not a priority.
Accounting Today
April 3rd, 9:20 AM

A business owner calls to ask about your advisory services. She was referred by her banker and wants to discuss tax planning for a potential acquisition. Your receptionist is on hold with the IRS for a client. Your managing partner is in a meeting.

The phone rolls to voicemail. She calls the firm her attorney recommended next.

With SNSYS, the AI answers immediately, captures her details and situation, and schedules a consultation with your advisory partner for Thursday. It texts her a link to your engagement questionnaire. By the time your partner checks their calendar, the meeting is already booked.

What changes

Three modules that transform your firm.

SNSYS is a platform with seven modules. These are the three that hit hardest for accounting.

AI Receptionist

Handle tax season call volume without hiring temps.

Your AI receptionist answers on the first ring. Unlimited simultaneous calls. No seasonal hires, no temp agencies, no dropped prospects.

  • Answers unlimited calls simultaneously during peak season
  • Routes by service type: tax prep, advisory, bookkeeping, payroll
  • Texts callers document checklists and engagement letters mid-call
  • After-hours handling for clients with urgent filing questions
from $149/mo
24/7
coverage
Unlimited simultaneous calls. No seasonal hires, no temp agencies, no dropped prospects.
Revenue Recovery

Collect on aging invoices without the partner conversation.

Professional outreach from your firm's number - not a collections agency. Graduated follow-up that preserves client relationships while recovering what's owed.

  • Professional outreach from your firm's number - not a collections agency
  • Graduated follow-up: reminder, statement, final notice
  • Texts payment links for instant settlement
  • Real-time sync with your billing system for live AR tracking
performance-based
60-80%
recovery rate
On invoices your staff had stopped chasing. Performance-based pricing.
Customer Intel

Client history that survives associate turnover.

Every call, meeting, and interaction captured. Associates leave, client knowledge stays. New hires inherit full context from day one.

  • Complete interaction timeline for every client across all touchpoints
  • Engagement renewal reminders based on client lifecycle patterns
  • New associates inherit full client context from day one
  • Flags clients showing disengagement signals before they leave
from $99/mo
100%
context retention
Every call, meeting, and interaction captured. Associates leave, client knowledge stays.
Everything connects

The rest of the platform.

AI Receptionist, Revenue Recovery, and Customer Intel are the highest-impact modules for accounting. But the full platform covers every layer of your firm.

Security + Sensors
Protect confidential client files with enterprise cameras and environmental monitoring.
Smart Access
Secure after-hours access for partners. Client document drop-off without staff present.
Guest WiFi
Capture visitor information from every client and prospect who enters your office.
Managed Network
Secure enterprise infrastructure for confidential financial data. We manage everything.
Business Website
Professional website built and managed for your business. SEO-optimized, mobile-first, always up to date.
Growth Engine
Automated marketing campaigns, review generation, and customer re-engagement. Powered by your data.

Ready to stop losing clients to voicemail?

One conversation. Bring your AR aging report.

(475) 264-4979
or
Book a Free Assessment