We help solo CPAs who waste hours on admin and unqualified leads save 10+ hours per week and consistently attract better clients through our AI-powered operations and lead qualification system, without hiring staff, managing tools, or doing it all manually— in under 30 days.
We Make It Unreasonable For Solo CPA's Not To Build The Firm of Their Dreams.
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We implement these system's below 👇
You're tired of wasting time on leads who ghost, don't qualify, or just want free advice.
We install a front-end system that does the heavy lifting for you—filtering out bad leads, showing prospects their potential tax savings using your branded ROI tool, and booking calls with only serious, ready-to-work clients.
As soon as someone opts in, your AI agent follows up by phone and SMS within minutes—answering questions, overcoming objections, and booking them into your calendar while you stay focused on real work.
No more no-shows. No more dead leads. Just qualified, ready-to-pay clients showing up to your calendar on autopilot.
Your entire firm's operations—scattered across emails, spreadsheets, texts, and calendar apps—now live in one streamlined command center.
We install a backend system that gives you a single dashboard to view your entire client pipeline, automate your most time-consuming admin tasks, and communicate with every client from one place—whether by text, email, or automated reminders.
From onboarding to scheduling to document collection, everything flows through one centralized platform—giving you total control, real-time visibility, and zero need to chase clients across five different tools.
This is how you go from scattered and reactive to organized and in control—without adding complexity to your workflow.
You can't scale what you can't see.
We install a real-time dashboard that gives you raw, actionable data on how your firm is performing—so you stop guessing and start making confident, strategic decisions.
Track where your best leads are coming from, how many are converting, and exactly where revenue is leaking—all in one place. No spreadsheets. No digging. Just instant clarity.
Whether you're looking to increase client volume, raise your fees, or double down on what's working—this dashboard shows you the truth behind your growth, so you can scale with precision, not assumptions.
Our journey with Sortify is to introduce you to the new way firm's are operating and save you 10+ hours per week. Let us help you build the organized firm you've always wanted.
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