Sophia · your front office · every channel answered, 24/7
Get Paid Faster. Sophia Follows Up So You Don't Have To
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
The invoice nobody chases
The average invoice sits unpaid for 23 days when nobody follows up. Sophia doesn't forget.
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
What Sophia does to get you paid faster
Invoice sent. Follow-up automated. Cash collected.
- AUTOMATE: sends the invoice the second you mark the job complete.
- NEGOTIATE: texts a Stripe-secured one-tap link. Apple Pay, Google Pay, card, or ACH.
- AUTOMATE: follows up at day 2, 5, and 10 if unpaid, your voice, not a bot template.
- SPEAK: works across SMS, email, and WhatsApp, whichever channel they use.
- AUTOMATE: reconciles payments back to QuickBooks, Stripe, or Square.
- DECIDE: tracks days-to-pay, collection rate, and outstanding AR in real time.
Every channel answered. Every decision made. 168 hours a week, the work of three hires.
Operator, not software
Software hands you features. Sophia hands you outcomes.
A billing tool gives you buttons to push and reminders to manage. Sophia just chases the invoice and gets you paid, not another app to run.
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 payment math: chasing by hand vs. Sophia
Same job. Same customer. Very different cash flow.
| Part-time employee | DIY voicemail/IVR | Sophia | |
|---|---|---|---|
| Days to pay (avg) | 28 days (part-time bookkeeper) | 37 days (you chase when you remember) | 1.2 days (Sophia Pro) |
| Collection rate | ~91% | ~83% | ~98% |
| Owner time on AR | 6 hrs/wk | 10 hrs/wk | 0 hrs/wk |
| Cost | $1,440/mo (bookkeeper) | $0 (but 17% of jobs uncollected) | $1,597/mo (Sophia Pro) |
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.
Is the payment link secure?
Yes. Sophia uses Stripe-issued, PCI-compliant, single-use links, the customer's card data never touches your phone or Sophia's servers.
Do I need to switch from QuickBooks / Stripe / Square?
No. Sophia plugs into Stripe, Square, QuickBooks Payments, and most SMB processors on Pro and above. The money lands in the same bank account, just an average of 22 days earlier.
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.'
Get paid today, not 23 days from now.
Sophia sends the invoice the moment you're done, follows up until it's paid, and reconciles to your books, cash flow that doesn't depend on your memory.
Get Sophia
a 15-min call to set her up
Live in 48 hours · you approve everything · cancel anytime