Empower your business with Automation



AI & Automation for Accounting Firms

Empower your business with Automation


AI & Automation for Accounting Firms

Empower your business with Automation

AI & Automation for Accounting Firms

Empower your business with Automation


AI & Automation for Accounting Firms

SnowpeakAI integrates AI & Automation seamlessly - breathing life into your operations.

SnowpeakAI integrates AI & Automation seamlessly - breathing life into your operations.

SnowpeakAI integrates AI & Automation seamlessly - breathing life into your operations.

OUR

OUR

OUR

SERVICES (S.O.S.)

SERVICES (S.O.S.)

SERVICES (S.O.S.)

SALES FUNNEL


  • Lead Intake

  • Lead Qualification

  • Customized Lead Communication

  • Automatic Lead Follow Up

  • CRM entry/management

  • Sales KPI Dashboard & Reporting



All Automated




SALES FUNNEL


  • Lead Intake

  • Lead Qualification

  • Customized Lead Communication

  • Automatic Lead Follow Up

  • CRM entry/management

  • Sales KPI Dashboard & Reporting



All Automated




SALES FUNNEL


  • Lead Intake

  • Lead Qualification

  • Customized Lead Communication

  • Automatic Lead Follow Up

  • CRM entry/management

  • Sales KPI Dashboard & Reporting



All Automated




ONBOARDING


  • Service Agreement

  • Payment Collection

  • Accounts/Database Set Up

  • Appointment Setting

  • Client File Collection



All Automated




ONBOARDING


  • Service Agreement

  • Payment Collection

  • Accounts/Database Set Up

  • Appointment Setting

  • Client File Collection



All Automated




ONBOARDING


  • Service Agreement

  • Payment Collection

  • Accounts/Database Set Up

  • Appointment Setting

  • Client File Collection



All Automated




SERVICE
DELIVERY

Bring your ideas to life with custom development


Completely transform how your firm delivers your services with AI

SERVICE
DELIVERY

Bring your ideas to life with custom development


Completely transform how your firm delivers your services with AI

SERVICE
DELIVERY

Bring your ideas to life with custom development


Completely transform how your firm delivers your services with AI

Powerful Workflows

Powerful Workflows

Free Consultation

Free Consultation

Free Consultation