Time spent / month
25+ Hours
CustomerIQ for Accounting Firms
Don't let admin work ruin your client experience.
CustomerIQ’s AI assistant automatically joins meetings, takes notes, syncs data with your CRM, organizes your inbox, and drafts replies and follow-ups so you and clients have everything you need.
Empowering teams everywhere with automation & insights
Client teams spend 74% of their time on non-billable activities. We get you that time back.
CustomerIQ fits right into your workflow, quietly automating tedious administrative tasks while you focus on prospects and customers.
AI-Powered Meeting Notes
Capture every crucial detail automatically—so you can focus on the conversation, not on taking notes. Record, transcribe, and summarize Zoom, Google Meets, and MS Teams calls.
Explore AI Meeting Notetaker
CRM Data Entry on Autopilot
Stop manual logging and let AI seamlessly update contacts, deals, and tasks—so you can focus on selling, not data entry.
Explore CRM Automation
Follow-Ups and Replies Done for You
CustomerIQ drafts personalized, context-rich replies, organizes your inbox, and pulls from your content library—without lifting a finger OR leaving your inbox.
Explore Email Automation
Content linked exactly where you need it
Upload key enablement resources so your AI can seamlessly weave the right documents, links, and data into every email it writes.
Explore Content Library
How we save you 5 hours per week on admin work
Right now, you’re spending 1 to 2 hours per day on admin work—drafting client emails, searching for documents to answer questions, taking meeting notes, updating records, and tracking deadlines. CustomerIQ automates these tasks so you can stay focused on client work while keeping everything organized effortlessly.
Step 1
Connect your inbox and calendar
CustomerIQ learns your writing style, organizes your inbox, and works alongside you in meetings and replies to keep deals moving.
See for yourself
Step 2
We automate 100% of your meeting notes and CRM data entry
Really, all of it. CustomerIQ's AI captures data for any CRM field, from text fields to custom dropdowns across contacts, companies, and deals. Perfect data for marketing and segmentation without lifting a finger.
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Step 3
We draft follow-ups and replies directly in your inbox
After each meeting you'll find a pre-drafted email, in your voice, complete with content links and action items mentioned on your call.
As client emails pour in, we draft replies so they have the answers they need, fast.
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Step 4
We capture key action items to keep client engagements on track
Your AI Assistant learns what drives successful client engagements and automatically extracts next steps and action items from meetings.
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Step 5
Deliver insights to win more clients and streamline engagements.
CustomerIQ will extract and cluster frequently asked questions, feature request, objections, and more automatically.
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Reasons
Why accounting firms love CustomerIQ
Payments
More billable hours
Spend time on clients, not admin.
Handshake
No missed opportunities
AI ensures key revenue tasks stay on track.
Sync
Seamless CRM Sync
Automatically updates your client records.
Settings
Works in the background
No setup headaches, no extra work
50X faster than doing it yourself.
40X cheaper than hiring an assistant.
Test it out for yourself with a free trial
Do It Yourself
Cost (lost time)
$1,300
$1,300
Consistency / month
Let's be real
Let's be real
Hire An Assistant
Time spent / month
25+ Hours
25+ Hours
Cost
$3,000/mo
$3,000/mo
Consistency / month
100%
100%
Compliance & security
Compliance and SecurityBuilt for Accounting Firms
We understand the importance of data security and regulatory compliance in the accounting industry. CustomerIQ ensures that your client interactions are handled with the highest compliance standards:
Customizable Redaction
Automatically remove sensitive client details from meeting notes and summaries before storing them in your CRM
No training
We don’t train on your data, ever
Encrypted
Your data is encrypted and protected with enterprise-grade security.
Access Controls & Permissions
Maintain strict access to confidential client information with role-based permissions.
Getting started
Effortless client management—no manual work required.
1. Connect your tools
2. Start talking
3. Review your work, it's done!
Get started with CustomerIQ today
Connect integrations, follow our start guide, and have your team up and running in minutes.