AI intake for accounting firms
Porto learns the type of business, the services needed and the deadlines, so your partners only meet clients who fit.
Hart and Lowe CPAs
AI assistant
Hi, I’m the AI assistant for Hart and Lowe CPAs. What kind of help are you looking for?
We’re a 12 person agency. Our bookkeeper left and we’re two quarters behind.
Team size already covered
So it asks about revenue
Thanks. Roughly what is your annual revenue, and are any tax deadlines coming up?
What Porto does for accounting firms
Porto replaces the contact form on an accounting firm’s website with a short AI conversation. It learns the business type, its size, the services needed and any deadlines, and sends your team a brief before the first meeting.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Business
Entity type, industry and team size
Services
Bookkeeping, tax, payroll or advisory
Revenue
A range, to match the right service tier
Deadlines
Filing dates, audits or notices
Current setup
The software they use and who keeps the books now
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Pinecrest Creative
78
Strong fit
Business
Agency, 12 people, LLC
Need
Catch up bookkeeping for two quarters, then monthly
Revenue
About $1.4 million a year
Deadline
Quarterly estimate due next month
Questions from accounting firms
Does Porto give tax advice?
No. It collects details for your team and leaves advice to your accountants.
Can it tell individual and business clients apart?
Yes. Porto asks early and routes each one to the right person.
Is client information secure?
Conversations go only to the tools you connect. The security page has the details.
See Porto set up for accounting firms
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo