AI Automation and CRM for Accounting Firms
Madifyx is the AI-powered CRM that automates every client touchpoint for accounting firms and CPA practices, from first inquiry to advisory upsell.
★★★★★ Trusted by accounting firms and CPA practices
Advisory Clients
Highest revenue per client
Retainer Clients
Predictable recurring revenue
Compliance-Only Clients
Annual tax. Lowest value. Most likely to leave.
Most firms live at the bottom.
Madifyx moves clients up.
Automatically.
Sound Familiar?
These are the gaps quietly limiting your firm's growth.
Your clients only hear from you in April.
Compliance clients are the easiest to lose. One better offer and they're gone.
New leads get followed up once. Maybe twice.
Your team is busy. Proposals go cold. Revenue disappears quietly.
64% of firm owners say chasing clients is their biggest daily challenge.
Documents. Signatures. Reminders. All manual. All eating billable hours.
You offer advisory services. Your compliance clients don't know that.
CFO services, tax planning, bookkeeping retainers — nobody's selling them at scale.
Lapsed clients nobody has contacted in a year.
Already acquired. Already trusted you. Recoverable revenue sitting silent.
Your Google rating doesn't reflect your actual quality.
Long-term happy clients who've never been asked for a review. Your competitor has.
These aren't staffing problems.
They're systems problems.
Your Compliance Clients
Are Your Biggest
Untapped Revenue.
You don't need more clients.
You need more from the ones you already have.
Tax prep. Once a year.
Low margin. High churn risk.
They compare you on price. They leave for $50 less. You barely spoke between filings.
Advisory retainer. Year-round.
High margin. Loyal.
Quarterly reviews. Planning calls. CFO services. The same client — a completely different relationship.
The difference isn't your service.
It's your communication.
Everything Madifyx Does
For Your Firm
Automated. Consistent. Running while you work.
24/7 Inquiry Response
Replies to every new client inquiry instantly.
Missed Call Text-Back
Every missed call gets an automatic SMS reply.
Discovery Call Booking
Prospects book straight onto your calendar.
Proposal Follow-Up
Automatic follow-up at Day 1, 3, 7 and 14.
Engagement Letter Chasing
Unsigned letters followed up automatically.
Document Collection
Escalating reminders until every document arrives.
Tax Deadline Reminders
The right message to the right client at the right time.
Advisory Upsell Sequences
Turns your compliance clients into advisory relationships.
Quarterly Review Scheduling
Business clients invited to check-ins automatically.
Lapsed Client Reactivation
Win-back campaigns to clients gone quiet.
Review Generation
Review requests sent at peak satisfaction moments.
Referral Automation
Systematic referral asks from your happiest clients.
One Year of Madifyx
Running Your Firm.
While you're focused on the work.
JAN
Priority booking opens for returning clients.
→ Calendar fills before the rush.
FEB
Document collection sequences activate.
→ No manual chasing.
MAR
Deadline reminders sent to every client.
→ No missed filings.
APR
Review requests fire post-completion.
→ Rating climbs quietly.
MAY
Advisory upsell sequence begins.
→ 'Now you're filed — let's plan ahead.'
JUN
Quarterly review invites sent to business clients.
→ Advisory relationships deepen.
JUL
Mid-year planning check-ins.
→ You look proactive. Competitors stay silent.
AUG
Lapsed client reactivation runs.
→ Dormant revenue surfaces.
SEP
Q3 estimated tax reminders sent.
→ No surprises. No penalty calls.
OCT
Year-end planning outreach.
→ Highest-ROI campaign of the year.
NOV
Referral requests to happy advisory clients.
→ New clients arrive pre-trusting you.
DEC
Engagement prep and renewal confirmations.
→ January starts strong.
Without Madifyx:
clients hear from you in April.
With Madifyx:
they feel looked after all year.
Built for Every
Accounting Firm.
Handle everything without everything handling you.
When you're the accountant and the admin, Madifyx fills the gaps you can't.
Missed call text-back
Document reminders
Review automation
Every client feels like your only client.
You have the team. Madifyx makes sure every client feels it.
Advisory upsell sequences
Quarterly check-ins
Lapsed client recovery
Turn your client base into an advisory revenue engine.
The growth is there. Madifyx systematically unlocks it.
Compliance-to-advisory conversion
Year-round firm visibility
Referral program automation
Connects to the Tools
You Already Use.
Your existing software stays. Madifyx adds the layer it's missing.
Don't see your tool? Ask us — Madifyx connects to thousands of platforms.
Up and Running
in Two Weeks.
We build it. You approve it. It runs.
20-Minute Discovery Call
We learn your firm, your clients, and your biggest bottlenecks.
We Build Your System
Every automation designed around how your firm works. All branded to you.
You Review. We Launch.
You approve every flow before anything goes live.
It Runs. You Focus on Work.
Monthly optimisation calls keep it performing.
Stop being invisible
to your clients
10 months a year.
Madifyx keeps your firm front of mind — from first inquiry to long-term advisory.
Built for accounting firms that want to grow without growing overhead.