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📊 Accounting & CPA Firms · Miami, FL

AI Automation for
Accounting & CPA Firms
in Miami

Sound familiar? tax season leads that slip through, clients who disappear after filing, no referral follow-up.
We build AI systems that fix all of it — automatically, 24/7.

Book a Free Discovery Call →

The System

The Core 4-Agent Stack

Every Nobleza AI deployment is built on four purpose-built agents that work together around the clock — no staff required.

📞

Lead Capture Agent

Responds to every inbound inquiry in under 60 seconds — calls, texts, web forms, and DMs — so no lead ever goes cold.

🔄

Follow-Up Agent

Sends multi-touch follow-up sequences via SMS, email, and voicemail drop until prospects respond or opt out.

💬

Re-Engagement Agent

Identifies cold or lapsed customers and sends personalized outreach to bring them back — completely on autopilot.

⭐

Reputation Agent

Automatically requests reviews from happy customers after every job, steadily building your Google rating over time.

Process

How It Works for Accounting & CPA Firms

We customize the 4-agent stack specifically for the way accounting & cpa firms operate — so every workflow fits your business out of the box.

  1. 1
    An AI intake agent captures every tax season web lead instantly and books a free consultation on your calendar.
  2. 2
    Clients who only came in for filing receive an automated off-season nurture sequence to become year-round advisory clients.
  3. 3
    A referral follow-up campaign goes out to happy clients after filing season — systematically growing your book of business.

Pricing

Simple, Transparent Pricing

No long-term contracts. Cancel anytime. All plans include setup, onboarding, and ongoing support.

Starter
$497/mo
Perfect for businesses just getting started with AI automation.
  • Lead Capture Agent (web + SMS)
  • 3-touch follow-up sequences
  • Reputation Agent (review requests)
  • CRM integration
  • Monthly performance report
  • Email support
Get Started
Growth
$997/mo
The full 4-agent stack for businesses ready to scale fast.
  • All 4 agents fully deployed
  • Multi-channel outreach (SMS, email, voicemail)
  • Re-engagement campaigns
  • Custom workflow design
  • Weekly analytics dashboard
  • Priority support (Slack + phone)
Get Started
Scale
$1,997/mo
Enterprise-grade automation with white-glove service.
  • Everything in Growth
  • Dedicated automation strategist
  • AI voice agent (inbound calls)
  • Custom integrations & API access
  • Multi-location support
  • 24/7 priority support
Get Started

Get Started

Book Your Free Discovery Call

Tell us about your accounting & cpa firms in Miami and we'll show you exactly which automations will have the biggest impact — no obligation, no fluff.

👉 See all our services at noblezaai.com