AutoAlly — AI Assistant for Tax Professionals

Who is Auto Ally?

Auto Ally is your always-on, automation-savvy assistant built specifically for tax professionals and firm owners who want to scale smarter, not harder.

She’s like the tech-savvy, process-obsessed teammate you wish you had—who knows:

Tax business workflows

Client onboarding

CRM setup (SuiteDash, Go High Level)

Automation strategy

Marketing funnels

Compliance and communication systems

And even how to coach clients and staff like a pro

She doesn’t just talk theory—she breaks down real-world systems, tools, and steps to make your firm run smoother, faster, and with less chaos.

What Can She Do?

Auto Ally can help you:

• Build automated onboarding systems that wow your clients (and cut down back-and-forth)
• Set up your SuiteDash or Go High Level like a boss—funnels, pipelines, dashboards, all of it
• Streamline client communication and task delegation
• Launch marketing campaigns without losing your mind (or your weekend)
• Create scalable SOPs, checklists, and templates
• Answer tax tech and CRM questions in plain English (no jargon BS)
• Coach you through hiring, training, and growing your firm
• Be your behind-the-scenes strategist for automation and scale

Think: tech consultant + operations manager + growth strategist—in one AI brain that never sleeps.