Step 01
A prospect inquires — we capture and book them
Someone fills out your intake form or opens the chat on your site. We capture their details, reply instantly, and send a link to book a consultation — even after hours.
even at 9 PMAutomation for tax & bookkeeping firms
Book more clients —
and stop chasing paperwork.
We turn website visitors into booked consultations, then collect every client document automatically — so you're never the one sending reminders.
20-minute call · no pitch, no pressure · we reply within 24 hours
What it handles for you
- Every inquiry, captured
- Consultations, booked
- Documents, collected
- Follow-up, year-round
How it works
Set it up once. It runs in the background.
Three steps, in the order a client actually moves through your firm — from first hello to a review after you file.
Step 02
We collect their documents for you
New and returning clients get a tailored checklist — W-2s, 1099s, statements — and automatic reminders that chase only the items still missing, until the file is complete.
day 3 · 7 · 12Step 03
We keep clients close all year
After a return is filed we ask for a review, and year-round deadline reminders — quarterly estimates, extensions — keep you top of mind and surface more work.
all yearBuild your plan
Pick only what you need
Check the services that fit your firm. Your one-time setup and monthly add up below — and the more you bundle, the more you save.
No services selected yet
One-time setup$0
Then monthly$0/mo
＋ Custom Automations & Integrations is scoped and quoted to your needs on your call — it's not included in the totals above.
Your monthly covers hosting, the chatbot platform, and ongoing tuning — no separate software bills. Not sure what you need? Book a free 20-minute call and we'll map it out with you.
Live tool
The intake that books your calls and collects every document
A prospect fills out a quick form and instantly gets a confirmation plus a link to book. Once they're a client, they receive a tailored document checklist, and the system follows up on day 3, day 7, and day 12 — chasing only what's still missing. Every email carries one-click unsubscribe, so the moment someone opts out, the follow-ups stop.
Fully managed for you — no technical setup required from your firm.
See it in action
Live demo of the intake form we'd build for your firm — try it. Submissions aren't sent.
Questions, answered
What firm owners ask us first
What does Momento do for my firm?
We capture every inquiry, book consultations onto your calendar, and collect each client's documents with automatic reminders — so new clients get a fast, professional experience and you stop doing the chasing by hand.
Do you store my clients' tax documents?
No. We send the checklist and the reminders for missing items only. Clients upload their documents to your own secure portal, so confidential files never pass through us.
I don't have a website yet. Can you still help?
Yes. Our Website Build & Care service designs and launches a clean firm website with the chatbot, intake form, and booking wired in from day one — then keeps it hosted, secure, and updated.
What does the monthly fee cover?
Your monthly covers hosting, the chatbot platform, and ongoing tuning. There are no separate software bills to manage.
I'm not sure what I need. Where do I start?
Book a free 20-minute call. We'll look at how your firm runs today and map out exactly what to automate first — no pitch, no pressure.
Get started
Ready to book more clients?
Tell us about your firm and what you'd like to automate. We'll reply within 24 hours with a clear next step — no pitch, no pressure.
Prefer to talk it through first?
Book a 20-minute call →
Request a consultation
A few details and we'll take it from there.
You're all set.
We received your request and will be in touch within 24 hours. Questions? Email momento.ai.automation@gmail.com.