AI agents for CPA firms, tax preparers & financial advisors
Put AI to work on the follow-up, so your team can focus on clients.
Sprucehook builds AI agents that answer new leads in minutes, chase missing documents, and handle the routine admin that eats your week.
- More leads
- Faster follow-up
- Fewer hours lost to busywork
What we build
Agents for the work that piles up at every firm
Each one takes a specific, repetitive job off your team's plate. Start with one, add more when it's earning its keep.
Document intake and chasing
- The problem
- Returns stall while your staff emails clients one by one for W-2s, 1099s, and K-1s.
- What the agent does
- Sends each client a checklist based on what they filed last year, collects uploads, and follows up on whatever is still missing.
- The result
- Your team stops chasing paperwork and starts work on complete files.
Deadline and missing-document reminders
- The problem
- Clients forget extension dates, estimated payments, and organizers, then call in a rush.
- What the agent does
- Sends reminders by email or text for the dates that apply to each client, and answers routine “what do you still need from me?” questions.
- The result
- Fewer last-minute scrambles and fewer interruptions for your staff.
Speed-to-lead follow-up
- The problem
- A prospect fills out your website form on Sunday night and hears back midweek, after they've called another firm.
- What the agent does
- Replies within minutes, asks a few qualifying questions, and offers times to meet.
- The result
- More inquiries become real conversations while the prospect is still interested.
Review requests
- The problem
- Happy clients rarely leave a review unless someone asks them at the right moment.
- What the agent does
- When an engagement wraps up, sends a short, personal thank-you with a direct link to your review page, plus one polite reminder.
- The result
- A steady flow of recent reviews that helps local prospects choose you.
Social posting
- The problem
- LinkedIn and Facebook posting is the first thing dropped every busy season.
- What the agent does
- Drafts timely posts on deadlines, tax changes, and planning tips in your firm's voice, and queues them for your approval.
- The result
- A consistent, professional presence without anyone writing posts after hours.
Appointment booking
- The problem
- Setting up one meeting takes a string of back-and-forth emails.
- What the agent does
- Offers open times from your calendar, books the meeting, sends confirmations and reminders, and handles reschedules.
- The result
- Calendars fill without phone tag, and fewer meetings slip through the cracks.
How it works
Three steps, no big IT project
Discovery call
A free conversation about where your team loses time. We pick one workflow worth automating first.
Build
We build the agent around the tools you already use. You review how it talks to clients before it goes live.
Run
The agent goes to work. We watch how it performs and adjust it as your firm's needs change.
About
Practical AI agents, built for firms
Sprucehook builds practical AI agents for businesses, starting with CPA firms, tax preparers, and financial advisors. It was founded by Justin Salazar.
The focus is narrow on purpose: agents that take routine follow-up and admin off your team's plate, built around how your firm already works, with you in control of what goes out to clients.
Get started
Book a discovery call
Pick a time that works for you. It's a free, no-obligation call about where your firm loses hours and whether an agent is a good fit.
Book a discovery call (opens in a new tab)Prefer to write? Use the form, or email info@sprucehook.com.