AI for Accountants
Stop Chasing Deadlines. Start Building Relationships.
Sentia+ is the AI-powered personal operator built specifically for accountants. Sentia+ replaces the CRM, the deadline spreadsheets, the document chase, and the manual follow-ups. It knows every client's engagement status, tracks every deadline, and tells you exactly who needs attention — so you can focus on the advisory work that grows your practice. At $75 per month, Sentia+ replaces practice management, crm, task managers, and more — giving accountants a single workspace for client management, pipeline tracking, AI briefings, automated follow-ups, meeting recording with transcription, lead generation, and daily pulse summaries. It replaces Practice Management (Canopy, Karbon, Jetpack Workflow). It replaces CRM (HubSpot, Salesforce, spreadsheet trackers). It replaces Task Managers (Asana, Monday, Trello). It replaces Calendar Apps (Calendly, Cal.com). It replaces Meeting Notes (Otter, Fireflies, handwritten). It replaces Document Collection (Liscio, SafeSend, email chains).
Accountants are drowning in client management and deadline tracking.
Between chasing clients for missing documents, tracking hundreds of filing deadlines, managing seasonal workflow spikes, following up on advisory opportunities, and trying to grow beyond compliance work — you're spending more time on logistics than on the strategic advice your clients actually need.
Key Challenges for Accountants
- Deadline Tracking is a Nightmare: 1040s, 1120s, extensions, quarterly estimates, state filings — multiply by 200+ clients and you're managing thousands of deadlines across spreadsheets, practice management software, and your memory.
- Chasing Documents Wastes Hours: Every engagement starts with 'please send your documents.' Then the follow-ups: 'Did you get the K-1?' 'We still need the 1099s.' 'Your extension deadline is next week.' Repeat 200 times.
- Client Meeting Prep is Manual: Before a tax planning meeting or advisory session, you're pulling up last year's return, checking their entity structure, reviewing prior communications, and building talking points — across multiple systems.
- Advisory Opportunities Get Missed: You know certain clients would benefit from entity restructuring, retirement planning, or tax strategy work. But in the crush of compliance season, proactive advisory outreach never happens.
- No Unified Client View: Filing status, outstanding items, engagement fees, communication history, advisory opportunities — this data lives in your tax software, email, practice management tool, and billing system. Nothing connects.
- Growing Beyond Compliance is Hard: You want to build an advisory practice, but you can barely keep up with compliance deadlines. There's no bandwidth for business development, and no system to track advisory pipeline separately.
One AI. Every client. Every deadline. Handled.
Sentia+ replaces the CRM, the deadline spreadsheets, the document chase, and the manual follow-ups. It knows every client's engagement status, tracks every deadline, and tells you exactly who needs attention — so you can focus on the advisory work that grows your practice.
Sentia+ is the AI-powered personal operator built for accountants and CPA firms. Manage client engagements, track tax deadlines and filing statuses, automate follow-ups for missing documents, and grow your practice — all in one workspace. No CRM. No deadline spreadsheets.
Sentia+ Features for Accountants
- AI Client Briefings: Before any client meeting, ask Sentia to brief you. Get their engagement history, filing status, outstanding items, fee history, entity structure notes, and personalised talking points — in seconds.
- Engagement & Deadline Pipeline: Kanban board tracks every client engagement: Documents Requested, Documents Received, In Preparation, In Review, Ready to File, Filed, Extension Filed. See your entire workload by deadline and status.
- Automated Document Chase & Follow-Ups: Set document request sequences per engagement type. Sentia auto-sends reminders when documents are overdue, escalates before deadlines, and tracks what's been received. No more manual chase emails.
- Meeting Recording & AI Notes: Record tax planning sessions, advisory meetings, and client calls. AI transcribes, summarises, extracts action items, and logs decisions to the client record. Complete audit trail without manual note-taking.
- Unified Inbox — Every Channel: Email, client portal messages, phone notes — every client conversation in one view. Auto-linked to the right engagement so you always have context when a client calls about their return status.
- AI-Powered Client Acquisition: Define your ideal client — small business owners, high-income earners, real estate investors — and let Sentia surface qualified prospects in your area with company details and contact information.
- Daily Pulse Emails: Every morning: upcoming deadlines, documents still outstanding, client meetings today, and advisory follow-ups due. During tax season, see exactly what needs to go out the door this week.
- Tax Research & Regulatory Updates: Research any tax question, regulatory change, or industry-specific rule with AI-powered web search. Get cited, current guidance for client advisory conversations and planning sessions.
- Practice Revenue & Capacity Analytics: Track revenue per client, engagement profitability, seasonal capacity, filing completion rates, and advisory pipeline value. Visual dashboards for practice management — no spreadsheets required.
How Accountants Use Sentia+
- Morning: Your Daily Pulse: Open Sentia+ and see today's filing deadlines, documents still missing, client meetings, and advisory follow-ups. During busy season, see exactly which returns need to go out this week.
- Before a tax planning meeting: AI briefing: Ask Sentia to brief you on the client. Get their entity structure, prior year filing details, outstanding items, fee history, and advisory opportunities — in 10 seconds.
- Document collection: Automated chase: Sentia tracks which documents have been received and which are missing. Automated reminders go out on your behalf, escalating as the deadline approaches. You stop playing email tag.
- After a client call: Zero admin: AI transcribes the call, extracts action items, and updates the engagement record. Follow-up tasks are auto-created. You move to the next return.
- Off-season: Advisory pipeline building: Sentia reminds you to reach out to clients about tax planning, entity restructuring, and advisory services. Your advisory pipeline grows even when you're not actively selling.
Software Sentia+ Replaces for Accountants
- Practice Management (Canopy, Karbon, Jetpack Workflow)
- CRM (HubSpot, Salesforce, spreadsheet trackers)
- Task Managers (Asana, Monday, Trello)
- Calendar Apps (Calendly, Cal.com)
- Meeting Notes (Otter, Fireflies, handwritten)
- Document Collection (Liscio, SafeSend, email chains)
One workspace. One subscription. Everything handled for $75/month.
Frequently Asked Questions about Sentia+ for Accountants
Is Sentia+ a tax preparation tool?
No. Sentia+ handles the client relationship and engagement management side of your practice — client communications, deadline tracking, document collection, meeting notes, follow-ups, and advisory pipeline. Use it alongside your tax preparation software (Drake, Lacerte, UltraTax, etc.).
Can it track different filing deadlines?
Yes. Set deadline types per engagement — 1040s, 1120s, 1065s, extensions, quarterly estimates, state filings. Sentia tracks each deadline, sends reminders, and shows your entire filing calendar in a pipeline view.
How does automated document collection work?
Create document request templates per engagement type. Sentia sends the initial request and automated follow-ups on a schedule you set. Track what's been received and what's still outstanding per client — all in one view.
Does it work for a solo practitioner?
Sentia+ was built for individuals first. A solo CPA gets massive value from the client briefings, deadline tracking, and automated follow-ups. If you grow into a firm, Enterprise tier adds staff management and shared client visibility.
Can I import my client list from my practice management software?
Yes. CSV import with smart field mapping handles contacts, companies, and engagement records. Export from Canopy, Karbon, or your current system and import with duplicate checking.
How much does it cost?
$75/month for Sentia+ Individual — introductory price, will increase. Includes everything: unlimited clients, AI assistant, email sync, calendar, meeting recording and transcription, pipeline, lead gen, analytics, and follow-up automation. Teams at $100/user/month with shared pipeline and team analytics. Enterprise at $200/user/month for firms.
Sentia+ Pricing for Accountants
Sentia+ Individual costs $75 per user per month — an introductory price that will increase. Teams plans start at $100/user/month, and Enterprise at $200/user/month. This includes unlimited contacts, AI assistant, email sync, calendar, meeting recording and transcription, pipeline management, lead generation, analytics, and follow-up automation. Integration add-ons (WhatsApp, Telegram, Instagram, Messenger) are $10 per month each.
What Accountants Say About Sentia+
I manage 250 individual returns and 40 business returns. Document collection used to consume our entire February. Sentia's automated chase sequences cut that in half. My staff finally has time to actually prepare returns.
— CPA Firm Owner, 3 Staff
The AI briefings before client meetings are worth the subscription alone. I walk into a tax planning session knowing their full history — entity structure, prior year issues, advisory opportunities. Clients think I memorised their file.
— Solo CPA, Tax & Advisory
I replaced Karbon and HubSpot with Sentia for $75/month. The pipeline view shows me every engagement by status and deadline. During busy season, I know exactly what's at risk of missing a filing date.
— Tax Partner, Regional Firm