AI for Accounting & CPA
Your Clients Don't Leave. They Forget to Come Back.
Mau Integrations builds the AI systems accounting and CPA firms use to reactivate past clients before tax season, follow up with new leads, book consultations, and build local prospect lists.
The problem
Tax season exposes every weak follow-up habit. Last year's client would come back, but nobody reminded them until they had already filed somewhere else or tried a DIY app. New inquiries come in during the rush, get one reply, and vanish. Advisory prospects sit in a spreadsheet because the seasonal work is eating the team alive. This is not a memory problem. It is a system problem.
What we automate for you
- Client reactivation — past clients get timely nudges before tax season, filing deadlines, and planning windows Database Reactivation
- Lead follow-up — every new inquiry gets worked for weeks until they book, say no, or opt out Email Follow-Up
- Self-serve booking — clients schedule tax, bookkeeping, or advisory consultations onto the calendar Online Booking
- Lead generation — targeted local prospect lists get built and worked Lead Generation
What you get
- Bring last year's clients back before competitors do
- Work the seasonal spike without dropping leads
- Book consultations without phone tag
Built as the Database Reactivation bundle — yours to own, not rent.
FAQ
Questions, answered
What does Mau build for accounting and CPA firms?
A client-reactivation and lead system — seasonal win-back, lead follow-up, booking, and local lead generation.
Do I have to replace my practice software?
No. We build around the practice tools, calendar, and CRM you already use.
Who owns the system when it's done?
You do — your stack, your data, fully documented so it can run without us.
Does Mau give tax or accounting advice?
No — we build the marketing and follow-up automation around your firm. The tax and accounting work stays entirely yours.
Stop losing Accounting & CPA jobs to the gaps
Tell us where leads leak and we scope the build that closes it first.