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For Accounting Firms

Grow Your Firm.
Not Your Headcount.

AI handles client communication, document requests, and tax season scheduling — so your CPAs do accounting, not admin.

AI-powered business software for accounting firm companies. Website, CRM, booking, payments, and AI agents — one platform.

The Problem

You're Losing Money
Every Day Without This.

These aren't hypotheticals. These are happening in your business right now.

Tax Season Crushes You

January to April, your team works 70-hour weeks. Clients call nonstop asking "where's my return?" and you can't breathe.

Document Chase

You need their W-2, their 1099, their mortgage statement. You email them 3 times. They send a blurry photo 2 weeks later.

Client Communication Overload

Every client thinks they're your only client. They email, call, and text about the same question. Multiply by 200 clients.

What You Get
With Solid#

Everything your accounting firm business needs. One platform, one subscription, AI-powered.

AI Client Communication

AI answers common questions — "when are taxes due?", "what documents do I need?" — without bothering your CPAs.

Document Portal

Clients upload documents to a secure portal. AI tracks what's received and what's missing. Auto-reminds.

Tax Season Scheduling

Clients self-schedule their prep meetings. AI manages the calendar across all CPAs.

Deadline Tracking

Track filing deadlines per client — individual, business, quarterly estimates. AI alerts 2 weeks before.

Client Status Dashboard

See every client's status at a glance — documents received, return prepared, review pending, filed.

Automated Billing

Time tracking per client with auto-invoicing. Monthly bookkeeping clients get billed on the 1st automatically.

Not Just Software.
AI Infrastructure.

Every feature above is powered by a full AI platform running behind the scenes.

AI Agents

AI workers that handle customer service, marketing, scheduling, and operations 24/7.

31 agents

AI Website

A website that answers questions, books appointments, and takes orders automatically.

Always on

AI Voice

AI answers your phone with your business knowledge. Every call answered, every time.

10 voices

AI Security

Prompt injection defense, cost controls, and multi-tenant data isolation built in.

5-layer

Up and Running
in Under a Day.

No complex setup. No IT team needed. Just sign up and go.

1

Sign Up

Tell us about your accounting firm business. AI configures everything for your industry — services, pricing, terminology.

2

Customize

Add your logo, services, and pricing. AI builds your website, trains your agents, and sets up your workflows.

3

Go Live

Your AI-powered business is live. Phone answered, appointments booked, payments collected — all on autopilot.

No contracts. No setup fees. Cancel anytime.

Start with a 14-day free trial. No credit card required.

Simple Pricing.
Everything Included.

No per-user fees. No feature gates. Every plan includes AI agents, website, CRM, booking, and payments.

Starter

$89/mo

Everything you need to get started. AI website, CRM, booking, 6 AI agents.

Start Free Trial
Most Popular

Builder

$199/mo

Add CMS, content studio, accounting integration, and 12 AI agents.

Start Free Trial

Professional

$499/mo

Full platform access. API, MCP tools, AI workflows, and 17 AI agents.

Start Free Trial

Ready to Transform
Your Accounting Firm Business?

14-day free trial. No credit card. No contracts.

Solid# is AI business infrastructure for accounting firm companies. All plans include AI website, CRM, booking, payments, and AI agents. 14-day free trial on all plans. No credit card required. Cancel anytime.

Accounting Firm Software — AI Client Portal & Tax Season Management | SolidNumber