📋 Built for Accounting Firms

Survive tax season
without burning out

PresNa automates the repetitive client communication that overwhelms accounting practices every season — so you can focus on work that actually requires a CPA.

Start Free — 14 Days ↗ Talk to Us First
The Problem

Same questions.
Every. Single. Day.

Without PresNa
✗Hundreds of identical emails asking "what documents do I need?" every January
✗Clients calling repeatedly to check on their return status
✗New client onboarding is a manual time-consuming back-and-forth
✗You're too busy doing tax work to respond to new business inquiries
With PresNa
✓AI sends document checklists the moment a client reaches out
✓Status update queries answered automatically without interrupting your workflow
✓New client onboarding guided entirely by AI — you just review the summary
✓New business inquiries captured and qualified 24/7 even during crunch season
See It In Action

Watch PresNa qualify a
new client at tax season

A prospect needs help during your busiest weeks. PresNa answers the FAQs, gathers the documents they'll need, and hands you a pre-qualified prospect — no interruptions to your billable work.

Tailored for accounting firms · ~40s
Try the Live Demo → Start Free — 14 Days ↗
Built for Accounting Firms

Everything your front desk
should be doing

📋
Document Checklist Delivery
Clients ask what they need to bring — PresNa sends a tailored checklist based on their situation instantly, every time.
🆕
New Client Onboarding
Guides new clients through your intake process, collects their information, and creates a summary ready for your review.
📅
Deadline Reminders
Proactively reminds clients of upcoming filing deadlines and what they need to submit — reducing last-minute scrambles.
❓
Tax FAQ Automation
Standard deduction questions, filing status queries, extension requests — handled automatically with accurate helpful responses.
💼
Service Tier Guidance
Explains your service packages and pricing clearly, helping prospects self-select the right option before they speak with you.
🔔
Return Status Updates
Clients check in on their return status via chat — PresNa responds based on the information you provide, no phone tag required.
From the Field

What Accounting Firms are saying

"Tax season used to mean 200 identical emails every morning. PresNa handles them all now. My clients think I hired someone new. I didn't spend a dollar on payroll."
— Marcus T., CPA, 3-person firm, Austin TX
200+
routine client emails per day during tax season — handled automatically
$0
added payroll — scale client response without hiring seasonal staff
10 min
to set up — live on your firm's website before the next deadline

Ready for your
most efficient tax season ever?

Start free before the next season hits. Setup takes ten minutes.

Start Your Free 14-Day Trial ↗