SteadyOps for Accounting Firms
Manage More Clients. Miss Fewer Deadlines.
AI-Powered Software for Accounting & Bookkeeping Firms
SteadyOps handles client communication, document collection, invoicing, and deadline reminders — so your team focuses on the numbers, not the admin.
Free forever plan. Paid plans from $49/mo. No contracts.
The problem
Why accounting firms are losing money
of client documents arrive late, delaying returns
in revenue lost annually from poor client follow-up
more clients managed per staff with automation
per week chasing documents and scheduling
Built for accounting firms
Everything a accounting firm needs in one platform
Stop juggling 6 different apps. SteadyOps gives accounting firms every tool they need — connected, AI-powered, and simple.
CRM
Every customer, job history, and communication in one place. AI tags and segments contacts automatically.
AI Scheduling
Smart calendar management. Clients book discovery calls, coaching sessions, and follow-ups online. Auto-reminders reduce no-shows.
Invoicing
Generate invoices from jobs in one click. Stripe payment links. Recurring billing for maintenance plans.
Client Portal
White-labeled portal where customers book online, pay invoices, view job history, and message your team.
Email & SMS Marketing
Seasonal campaigns, drip sequences, and AI-generated copy. Segment by service type, location, or spend.
Unified Inbox
SMS, email, calls, and voicemails in one timeline per customer. Reply from a single screen.
Cash Flow Forecasting
AI-powered weekly cash flow projections based on your pipeline, invoices, and expenses.
Anomaly Detection
AI flags unusual expenses, payment pattern changes, revenue drops, and duplicate invoices automatically.
See it in action
Here's how it works for a accounting firm
Tax season is two weeks away and 40% of your clients haven't sent their documents. SteadyOps automatically sends personalized reminder sequences — SMS on day 1, email on day 3, phone call from AI on day 7 — until every document is collected. No manual chasing required.
Simple pricing
Plans built for accounting firms
No per-seat fees. No hidden costs. Every plan includes a 7-day free trial.
Starter
- AI Receptionist (100 min)
- CRM (unlimited contacts)
- Invoicing & Estimates
- Scheduling
- SMS + Email (500/mo)
- 1 phone number
Growth
- Everything in Starter
- 300 AI voice minutes
- Unified Inbox
- Marketing (5,000/mo)
- Review Management
- 3 phone numbers
- Priority support
Pro
- Everything in Growth
- 1,000 AI voice minutes
- Client Portal
- AI Proposals & E-sign
- Unlimited phone numbers
- Custom branding
- API access
FAQ
Common questions from accounting firms
Yes. SteadyOps has built-in QuickBooks Online integration. Sync invoices, track expenses, and pull financial reports — all from one dashboard.
Yes. Set up deadline-based sequences for quarterly estimates, annual filings, and extension deadlines. Clients and staff get automatic reminders at 30, 14, and 7 days before each deadline.
Send document request lists through the client portal. Clients upload securely, and you get notified as each document arrives. Automated reminders chase outstanding items.
Yes. Tag clients by type — individual, sole proprietor, S-corp, LLC, partnership. Run separate pipelines and billing for each.
Yes. Set up recurring invoices on any schedule — monthly, quarterly, or annually. Stripe auto-charges and sends receipts. Failed payments trigger automatic follow-up.
Ready to grow your accounting firm business?
Join thousands of home service businesses using SteadyOps to answer every call, book more jobs, and get paid faster. Start free — no credit card required.
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