Answer
Can AI Follow Up With Old Tax Clients?
Yes. AI can follow up with old tax clients by sending approved messages, asking whether they want to schedule again, and routing interested replies to the firm. It should not answer tax questions, interpret tax rules, estimate refunds, or provide filing advice.
No — we build the marketing and follow-up automation around your firm. The tax and accounting work stays entirely yours.
Want this running in your business?
Tell us where leads leak and we scope the build that closes it first.