Stop chasing clients for documents.
Counsel handles the back-and-forth: missing 1099s, signed engagement letters, K-1 questions. You only see what actually needs your judgment.
14-day trial · $0 today · connect Gmail in 2 minutes
Poor communication is the #1 reason clients fire their accountant. Counsel keeps every engagement moving without you in the loop.
For Accountants
What ReplyBird does for your engagements.
Document chase, automated
Counsel knows which clients still owe you tax docs and follows up in your voice — politely, on schedule, until they send it.
Engagement-level digest
Every active engagement has a live status. See who's stuck waiting on you and who's stuck waiting on them.
Vertical-aware triage
1099 questions, IRS notices, payroll changes — categorized the way an accountant thinks, not the way a generic AI thinks.
What you'll see
What you'll see on day one.
The same engine every vertical uses — calibrated to accountants. Real drafts from Sonnet 4.5, voice-matched from your sent folder.
Inbox digest
Friday updates
Commitment tracker
Instant responder
Demo
ReplyBird for accountants in 90 seconds.
Walkthrough video coming soon — Connect Gmail to try it on your inbox now.
From the blog
Playbooks for CPAs and accounting firms.
Tactical writing on inbox triage, lead response, client updates, and follow-through.
May 16, 2026
How to respond to new tax-client inquiries in under 5 minutes (without quoting a fee)
Prospective tax clients reach out when they're stressed — IRS notice, missed deadline, new entity, switching firms. A fast, structured first reply wins the engagement before the next CPA gets to them.
May 14, 2026
Chasing clients for tax documents without sounding like a debt collector
Every CPA loses billable hours chasing W-2s, 1099s, signed 8879s, and QuickBooks access. Here is a 4-stage chase cadence that gets documents in faster and keeps the relationship intact.
May 12, 2026
When a client forwards an IRS CP2000 notice — the 24-hour playbook
The forwarded IRS notice is a high-stakes inbox event. Most engagements are won or lost in the first 24 hours of how the CPA responds. Here is the operational playbook.
Pricing
One plan per team size. 14-day free trial, $0 today.
No training on customer data, ever.
Try ReplyBird free for 14 days.
Connect Gmail. ReplyBird learns your voice from your sent folder. First instant-response goes out the same day.