Every call answered. Every document chased. Never missed again.
NeverMiss Pro runs the overflow calls, document chasing, and dormant client follow up that a two or three person practice can't staff for, especially not for a sixteen week tax season spike.
No cost, no obligation. 30 minutes to see the exact number for your practice.
Live before the rush hits, not during it
Four steps from a free audit call to a fully reconciled practice, on a timeline built around your actual tax season, not a generic onboarding calendar.
Free practice audit
A 30 minute call. We put a real number on what missed calls and manual document chasing are costing your practice right now.
System built around you
Connected to whatever practice management tool you already run, TaxDome, Karbon, Canopy, or Jetpack Workflow. Nothing to migrate.
Tested before go live
Every call flow and document sequence is tested against real scenarios before it ever touches a client.
Live and monitored
Monthly reporting on calls answered, documents chased, and hours reclaimed, reviewed with you, not just emailed.
Four systems, built for what actually hurts
Buy one or combine them. Every solution plugs into your existing practice management tool, none of them replace it.
AI Reception & Intake Booking
Answers overflow calls during tax season spikes, tells new prospects from existing clients, handles deadline questions, books intake consultations straight onto the calendar.
AI Document Collection & Chase
Tracks a per client checklist, W2s, 1099s, receipts, signed engagement letters, and runs reminders across email, SMS, and voice, only escalating to staff when a client goes truly unresponsive.
AI Client Onboarding & CRM
Qualifies new inquiries before they reach a partner, sends engagement letters, collects e signatures, schedules onboarding calls, writes everything back into your practice management tool.
Off Season Reactivation
Re engages past clients for advisory or bookkeeping retainers once tax season bandwidth frees up, and follows up on inquiries that never converted during the rush.
What is this actually costing your practice
Move the sliders to match your practice. The math updates live, and every assumption is shown, not hidden behind a "book a call to find out."
One time setup, flat monthly fee. No ranges, no guessing.
Every tier bundles the solutions above at a lower combined cost than buying them one at a time. Confirm exact numbers for your practice on the free audit call.
Season Ready
For a practice that wants tax season call and document chaos under control.
$1,800 setup
- AI Reception & Intake Booking
- AI Document Collection & Chase
- Monthly performance report
- Dedicated onboarding specialist
Full Practice
For a practice ready to fix intake, not just overflow calls.
$2,600 setup
- Everything in Season Ready
- AI Client Onboarding & CRM
- Two monthly strategy calls
Year Round
For a practice that wants the off season actually used, not coasted through.
$3,200 setup
- Everything in Full Practice
- One Off Season Reactivation Campaign included
- Priority support & shared dashboard
Setup fee due at kickoff. Monthly plans run an initial three month term, then month to month with thirty days notice.
Your client's financial data, handled like it matters
This is usually the first question on the audit call. Here's the answer before you have to ask.
IRS Pub. 4557 aligned
Handling practices aligned with the IRS standard for safeguarding taxpayer data.
Encrypted, always
Client data encrypted in transit and at rest, no exceptions.
Never used to train models
Client data is never used to train any external AI model, ever.
Logistics, not advice
Handles scheduling and reminders. Never answers a tax or accounting question, ever escalated to your staff.
Built to plug into your existing stack, not replace it. Works alongside TaxDome, Karbon, Canopy, and Jetpack Workflow.
Straight answers, no sales spin
Will this replace my practice management software+
No. We don't replace TaxDome, Karbon, Canopy, or Jetpack Workflow, we automate the manual work happening around it. Everything writes back into whatever tool you already run.
What if the AI gives a client wrong information+
It handles logistics only, scheduling, reminders, document chasing, intake qualification. It never answers a tax or accounting question. Anything that looks like it's heading toward advice gets escalated to your staff.
Is there a contract or minimum commitment+
Monthly plans run an initial three month term, enough to launch and prove itself through part of a real cycle, then continue month to month with thirty days notice to change or cancel.
Can I start with just one solution instead of a bundle+
Yes. Most practices start with AI Reception or the Season Ready bundle, then add the rest as they're ready. Every solution plugs into the same underlying system.
How fast will I actually see time saved+
Reception and document chasing usually show a visible drop in staff hours within the first few weeks live, since those are the most repetitive manual tasks in a small practice.
What does the free audit actually commit me to+
Nothing. It's a genuine, no cost review of your call handling and document chasing. Whether to move forward afterward is entirely up to you.
Find out what's slipping through before tax season does it for you
Thirty minutes. No cost. A clear number on what missed calls and manual document chasing are costing your practice right now.
Book Your Free Practice Audit