OpenClaw Setup

Handle More Clients Without Adding Headcount

Accounting firms face capacity crunches at tax season, month-end, and year-end. AI agents handle the data gathering, reminders, and client communication so your CPAs focus on analysis and advice.

AI Agents for Accounting Firms
Your Agent Fleet

4 Agents. Every Role Covered.

Each agent has a defined role and operates autonomously within your existing tools and channels.

Document Collector

Sends automated document request lists to clients, tracks what has been received vs. outstanding, and sends escalating reminders until the file is complete.

Deadline Monitor

Tracks filing deadlines for every client across all entity types. Sends alerts to your team when a return is at risk and notifies clients of upcoming due dates.

Client Communicator

Handles routine status questions, sends engagement letters, and follows up on outstanding approvals. Keeps every client informed without pulling a CPA off billable work.

Invoice Chaser

Monitors outstanding balances and sends escalating payment reminders. Logs every interaction and flags accounts that need personal follow-up.

What They Handle

Real work. Not demos.

Deploy an accounting agent fleet and get through your busiest seasons without burning out your team

Get Started
  • Automated document requests and tracking for each engagement
  • Tax deadline monitoring across all client entities
  • Engagement letter distribution and e-signature follow-up
  • Client status updates during preparation and review
  • Invoice and accounts receivable follow-up
  • Year-end checklist distribution and tracking
Results

What your fleet delivers

Reduce document chase time by 70% each season

Eliminate missed filing deadlines with automated alerts

Handle 30% more clients without adding staff

Improve cash flow with consistent invoice follow-up

Pricing

Choose your starting point

Every engagement starts with a free discovery call. No commitments.

Setup

$500 - $1,500

Get started with AI agents handling your core workflows.

  • OpenClaw installation and configuration
  • 1-3 AI agents with defined roles
  • Connect to 1-2 channels (Slack, Discord, etc.)
  • Basic skills: scheduling, Q&A, task management
  • Knowledge base with your key documents
  • 2 weeks of post-launch support
  • Documentation and training for your team
Get Started
Most Popular

Vertical AI Package

$2,000 - $5,000 + $300-500/mo

Industry-specific agent fleet built for how your business actually operates.

  • 3-5 specialized AI agents for your industry
  • Custom skills: lead routing, document processing, client comms
  • CRM, calendar, and database integrations
  • Agent-to-agent coordination workflows
  • Industry-specific knowledge base and SOPs
  • Monthly maintenance, updates, and skill tuning
  • Priority support with dedicated Slack channel
Get Started

Managed AI Operations

$1,000 - $3,000/mo

We run your entire AI operation. You focus on your business.

  • Full fleet management and monitoring
  • 24/7 health checks and auto-recovery
  • Regular skill updates and capability expansion
  • Performance reporting and optimization
  • New agent deployment as needs grow
  • Dedicated support team
  • Quarterly strategy reviews and roadmap planning
Get Started
FAQ

Frequently Asked Questions

What is OpenClaw?
OpenClaw is an open-source platform for deploying and managing AI agent fleets. Agents connect to your communication channels, use tools and skills, coordinate with each other, and handle real work autonomously. SmartQix runs 19 agents on it daily.
Do I need my own server?
You can use yours or ours. We typically deploy on a VPS (Hetzner, DigitalOcean, AWS) starting at $20-50/month for infrastructure. We handle all the setup either way.
Which AI models do agents use?
OpenClaw supports Claude, GPT, Gemini, and open-source models. We pick the right model for each agent's role. Most agents run on Claude Sonnet for the best cost-performance balance.
How long until agents are productive?
Basic setups are productive within a week. Vertical packages with custom skills take 2-4 weeks. Agents start handling real tasks from day one of deployment, improving as we tune their skills.
Can I modify agents myself?
Yes. Agent behavior is defined in markdown files (SOUL.md, AGENTS.md) that you can edit. We train your team on configuration. For complex skill development, we handle that.
What happens if an agent makes a mistake?
Agents operate within defined guardrails. Critical actions require human approval. All agent activity is logged and auditable. We set up monitoring so you catch issues before they matter.

Ready to deploy your agent fleet?

Free discovery call. We audit your workflows and show you exactly what agents can handle.

Book a Free Discovery Call