Agentez drafts client emails, sends document-request reminders, schedules consults, and handles the intake form — so you spend the hour on the return, not the inbox.
Most solo bookkeepers spend 40% of their week answering, asking-again, and following-up. Agentez drafts every reply, so the actual accounting takes the time it should.
Every reply uses your writing samples. Tone matches a CPA's, not a chatbot's. You approve, send, move on.
"Still waiting on the K-1." Agentez follows up in 7, 14, 21 days — politely, persistently. You don't lift a finger.
Client requests a call → Agentez offers your real availability → confirmation goes out → calendar updated.
Branded intake page that asks the questions you'd ask. Files go to the right folder. New client greeting drafted automatically.
Tax-deadline reminders, planning tips, year-end checklist — Agentez drafts the newsletter, you approve. Quarterly or monthly.
Your client data never trains a model. Audit log on every action. Read more on the Security page.
"Tax season used to drown me in client emails. Now Agentez drafts the answer and I just approve. I got 4 hours a week back during March."
Tell Agentez you do bookkeeping or tax. The agents take it from there.