Sophia · your front office · every channel answered, 24/7
Sophia AI for Accountants. The Operator You've Always Needed
A new-client prospect in March is a $2,400 return plus an $8,900 year-round advisory relationship. Miss the call deep in an S-Corp return and they file with someone else by week's end. Sophia answers every channel so that client stays yours.
Get Sophia
a 15-min call to set her up
Live in 48 hours · you approve everything
One operator across phone, SMS, email, web, and social, for accountants and CPAs.
7
Channels, one operator
Phone · SMS · email · web · social · Google
168
Hours covered a week
24/7/365, never off, never sick
90s
To text every missed lead back
Answered before they call the next name
3
Roles, one operator
Receptionist + marketing + ops, replaced
Three roles. One hire. $1,597/month.
You've been paying $9,440/month for three people to do what one hire handles. Sophia is that hire.
During tax season you can't stop a billable return to answer a new prospect, that's a $2,400 return plus an $8,900 advisory relationship gone, while forms, referral emails, and DMs pile up. Sophia handles every overflow call and message within 5 minutes, so prospects don't file elsewhere while you're heads-down.
Leads slipping away / week
On voicemail
14
On Sophia
1
↓13 fewer
Typical missed-to-answered shift in the first weeks.Illustrative
How Sophia runs your front office for Accountants
Speak · Screen · Negotiate · Automate · Decide, one hire.
- SPEAK: answers phone, SMS, email, WhatsApp, web forms, and social DMs, one voice, every channel.
- SPEAK: replies to web forms and DMs within 5 minutes, before the lead finds your competitor.
- SCREEN: qualifies every lead against your rules and books the ones worth your time.
- NEGOTIATE: handles quotes and follow-through on every unbooked lead at day 14, 30, and 60.
- AUTOMATE: books to your calendar and sends review requests after every job, hands-off.
- DECIDE: escalates what needs you; runs the rest by your bar. You review a 15-min digest.
Every channel answered. Every decision made. 168 hours a week, the work of three hires.
Operator, not software
Sophia isn’t an AI tool you adopt. She’s an operator you hire.
DIY AI tools are generic and demand your time to configure and maintain. Sophia shows up already trained in your trade and runs your front office across every channel.
A DIY AI tool
Software you run
- You configure it, write the prompts, and wire the workflows.
- Generic out of the box, it knows nothing about your work.
- One more app to log into, monitor, and keep alive.
- Hands you features and leaves the work to you.
- Charges per seat or per message, then needs babysitting.
Sophia
The operator you hire
- Arrives already set up and trained, nothing to build.
- Pre-trained in your trade, including the questions your customers actually ask.
- One operator who just works, across phone, text, email, web, social, and Google.
- Hands you outcomes, answered, booked, followed up, handled.
- Does the work of ~3 hires for a fraction of one salary. 168 hours a week, from $5/hour.
And she’s already trained in accountants and CPAs from day one, not a blank tool you have to teach.
The 3-role math: your current cost vs. Sophia
Same outcomes. $7,843/month less.
| Part-time employee | DIY voicemail/IVR | Sophia | |
|---|---|---|---|
| Monthly cost | $9,440 (Receptionist + Mktg Coord + Ops Mgr) | ~$890/mo (5 separate AI tools, still gaps) | $1,597/mo (Sophia Pro) |
| Channels covered | Phone + email (business hours only) | Partial. 3 of 7 channels, disconnected | All 7. 168 hrs/wk, one brain |
| Logins / tools to manage | 3 people + their own tools | 5+ disconnected subscriptions | 1 dashboard |
| Owner time to manage | 8 hrs/wk managing people | 6 hrs/wk managing tools | <15 min/wk reviewing Sophia's digest |
98%
of contacts answered
Across every channel Illustrative
168
Hours covered / week
24/7/365, never off
90s
To text a missed lead back
Before they call the next name
+54%
tax-season overflow calls captured vs. voicemail-only
+34%
year-round bookkeeping and advisory conversions
<5 min
reply to web leads most CPAs take days to answer
Average across JOOLT operators in their first 90 days.Illustrative
One operator. Five ways to pay her.
Pay-As-You-Win from $99/mo, or flat tiers, no per-call surprises.
Pay-As-You-Win
$99
+ $35/booking
Starter ⭐
Book a call
Solo · 1 location
Pro
Book a call
Most popular
Scale
Book a call
Multi-location
Enterprise
Book a call
Let's talk
Built for local businesses losing leads across every channel.
HVAC, plumbing, roofing, electrical, dental, vets, med-spas, real estate, legal, accounting, cleaning, landscape, restaurants, retail, gyms, salons — pre-trained on the 50 questions your customers ask.
See your industryQuestions accountants and CPAs ask before they hire her.
How is Sophia different from ChatGPT or any other AI tool?
ChatGPT is a chat box you type into. Sophia speaks on your phone, screens your leads, books your calendar, chases your payments, and decides what reaches you across all 7 channels, no prompt required. You hire her; she runs your front office.
What roles does Sophia actually replace?
A Receptionist (phone, booking, SMS, after-hours), a Marketing Coordinator (reviews, follow-up, re-engagement), and an Operations Manager (reporting, payments, lead tracking). Three roles, one hire, $1,597/month vs. $9,440/month.
Can Sophia quote tax prep fees accurately without me reviewing every call?
Yes, from your tier sheet, with your guardrails. Simple 1040s quote your set price; multi-state, K-1s, international, or entity returns get: 'Once we see your documents we'll firm up the quote, here's the starting range.' She never under-quotes a complex return.
Will she handle the quarterly and extension reminder cycle for existing clients?
Yes. She texts Q1–Q4 estimated-payment reminders 14 days before the IRS due date, extension reminders 21 days before April 15, and a late-October year-end planning offer. Recipients are 3x more likely to start year-round advisory work.
Can she route IRS-notice and audit calls to the right person without creating panic?
Yes. Any IRS notice, CP letter, audit, levy, or lien is tagged urgent and routed to the preparer who filed the return, or the partner, per your rule. She captures notice type, tax year, and deadline so you pull the file first. Calm and professional, not 'we'll call back.'
One hire. Phased over 90 days. You stay in control.
Sophia is a hire, not a tool, she speaks, screens, negotiates, automates, and decides on your behalf. We phase her in: calls first, then booking, reviews, and payments, so you build trust before she runs the whole front office.
Get Sophia
a 15-min call to set her up
Live in 48 hours · you approve everything · cancel anytime