Sprucehook agents
AI agents for CPA, tax and advisory firms
Six agents that take repetitive follow-up and admin off your team's plate. Each one handles a specific job, so your people can spend their time on clients.
Agent 1 of 6 · Document intake and chasing
Stop chasing clients for tax documents
The problem
Every tax season, your staff spends hours emailing and calling clients for W-2s, 1099s, K-1s, and statements. Returns sit half-finished while everyone waits on paperwork.
What the agent does
- Sends each client a personalized checklist based on what they filed last year.
- Collects uploads and keeps track of what has come in.
- Follows up, politely and on schedule, on anything still missing.
- Shows your team which files are complete and ready to work.
The result
Your staff stops chasing paperwork and starts returns with complete files.
Agent 2 of 6 · Deadline and missing-document reminders
Keep clients ahead of deadlines and missing documents
The problem
Clients forget extension dates, estimated tax payments, and organizer deadlines, then call in a rush at the last minute.
What the agent does
- Sends email or text reminders for the dates that apply to each client.
- Reminds clients about documents you're still waiting on.
- Answers routine questions like “what do you still need from me?”
- Hands anything unusual to a person on your team.
The result
Fewer last-minute scrambles, and fewer interruptions for your staff.
Agent 3 of 6 · Speed-to-lead follow-up
Follow up with new leads in minutes, not days
The problem
A prospect fills out your website form on Sunday night. By the time someone replies midweek, they've already called another firm.
What the agent does
- Replies to new inquiries within minutes, day or night.
- Asks a few questions to learn what the prospect needs.
- Offers times to meet with your team.
- Passes the details to you, so the first call starts informed.
The result
More inquiries turn into real conversations while the prospect is still interested.
Agent 4 of 6 · Review requests
Get more Google reviews from happy clients
The problem
Happy clients rarely leave a review on their own, and asking each one by hand is easy to forget during a busy season.
What the agent does
- Notices when an engagement wraps up.
- Sends a short, personal thank-you with a direct link to your review page.
- Follows up once with a polite reminder.
- Keeps the asks consistent, so no client gets skipped.
The result
A steady flow of recent reviews that helps local prospects choose your firm.
Agent 6 of 6 · Appointment booking
End the back-and-forth of booking client meetings
The problem
Setting up one meeting can take a string of back-and-forth emails, and missed appointments leave gaps in your day.
What the agent does
- Offers open times from your calendar.
- Books the meeting and sends a confirmation.
- Sends reminders before the appointment.
- Handles reschedules and cancellations.
The result
Calendars fill without phone tag, and fewer meetings slip through the cracks.
FAQ
Common questions
Is each agent built for my firm?
- Yes. Each agent is tailored to your business, your clients, and the tools you already use.
Can you build something simple, or something more complex?
- Both. Agents can be basic or complex, depending on your needs.
How do I get started?
- Book a discovery call. Pick a time that works for you, and we'll talk through what your firm needs.
Find the right agent for your firm
Pick a time that works for you. It's a free, no-obligation call about where your firm loses hours and which agent fits.
Agent 5 of 6 · Social posting
Keep your firm's social media active, even in busy season
The problem
Posting on LinkedIn and Facebook is the first thing dropped every busy season, so your profiles go quiet right when prospects are looking.
What the agent does
The result
A consistent, professional presence without anyone writing posts after hours.