The AI assistant built for accountants and bookkeepers
Tax season is chaos. Year-round client management shouldn't be. cece ai handles client communication, schedules meetings, chases missing documents, and keeps your deadlines on track — so you can focus on the numbers.
30-day free trial · Starting at $88/month · No credit card required
Accountants are great with numbers — but buried in emails
Clients send questions about deductions, filings, and deadlines that pile up during busy season
Chasing clients for missing W-2s, receipts, and bank statements is a full-time job by itself
Scheduling tax prep appointments and quarterly reviews turns into multi-email chains
Outstanding invoices for tax prep and monthly bookkeeping go un-followed-up for months
Meet cece ai — your AI admin assistant for accounting
cece ai handles your client communication so you can focus on the books. She responds to client questions, schedules tax prep and review meetings, follows up on missing documents, tracks filing deadlines, and chases outstanding invoices — all automatically.
See cece in action
A real example of how cece handles a accountants & bookkeepers inquiry
What cece does for accountants & bookkeepers
From first contact to final invoice — cece handles the admin so you can focus on the work.
Respond to client inquiries
Questions about estimated tax payments, deduction categories, or filing deadlines? cece responds with your firm's guidance and schedules a call if needed.
Schedule tax prep and review meetings
cece coordinates scheduling for quarterly reviews, year-end tax prep, and advisory calls — booking directly onto your Google Calendar.
Follow up on missing documents
Still waiting on a client's K-1 or bank statements? cece sends professional follow-ups until the documents arrive. You configure the frequency and limits.
Chase outstanding invoices
Tax prep invoices, monthly bookkeeping fees — cece follows up on unpaid balances with your payment methods and the right tone.
Track deadlines and reminders
Email cece "remind me April 10 to file the extension for Patterson LLC" — she'll send the reminder right on time.
Daily briefing during tax season
Every morning: today's meetings, clients with missing documents, upcoming filing deadlines, and outstanding invoices. Essential during crunch time.
How it works
Sign up and configure
Create your account, add your business info, services, and pricing. Takes about 10 minutes.
Forward emails to cece
CC or forward customer emails to cece@cecemail.io. No apps to install, no integrations to set up.
cece handles the rest
cece responds to customers, schedules appointments, sends quotes, follows up on invoices, and keeps you briefed daily.
Frequently asked questions
Spend less time on admin, more time on the books
cece handles client emails, scheduling, document follow-ups, and invoice chasing. Start your free 30-day trial — yes, it's tax-deductible.
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