Follow-up that survives busy season.
For accountants, bookkeepers, consultants, and agencies. Leads answered, documents chased, and deadlines kept, even in the middle of busy season.
Busy season buries the follow-up.
Prospects wait days for a reply. Clients sit on the documents you need until the deadline is on top of everyone. And the work that wins new business — proposals, check-ins, referrals — is the first thing that drops.
Live in week one.
The system your firm logs into turns on in week one, even if week one lands in the middle of busy season:
Inquiries answered while you're heads-down.
Call, email, or web chat: the prospect gets answers and a consultation on the calendar.
An inbox that doesn't back up.
New inquiries get answered, qualified, and booked instead of queued behind the returns.
Texting for clients on the move.
Scheduling and quick questions handled by text. (Texting turns on within a few days; carriers require a registration we file on day one.)
A net under the phone.
If a call slips past on deadline day, a text goes back in seconds.
Reviews kept current.
The clients you carried through April get asked; every review gets a reply that sounds like the firm.
A pipeline you can finally see.
Every prospect, conversation, and proposal in one place, with deadlines and reminders underneath.
That's week one. Document chasing, deadline reminders, and proposal follow-up come next, built around how your firm actually runs.
Built for your firm.
Document chasing
The missing paperwork pursued politely and relentlessly, so you're not the bottleneck.
Deadline reminders
Clients kept ahead of filing and engagement dates.
Proposal follow-up
Quotes that don't die in an inbox.
Referral nurture
The attorneys and advisors who send you work stay close.
Your House Model.
It learns from your practice tools, your client communications, and the way your firm works — so nothing that leaves it sounds like a template.
Your clients' financials don't belong in someone else's cloud.
Their numbers, and the way you work, are the firm. Both stay on hardware you own, never sent to an outside AI provider and never training anyone's model.
Private where it matters. Audited everywhere.
Primare runs on two layers, each doing the job it's built for.
Your appliance.
The sensitive things — customer records, files, your House Model — live on hardware you own, in your building. Single-tenant: no other business on the box, no pooled data. There's no per-use meter either; local inference doesn't bill by the word.
Your platform.
The everyday tools — phones, texting, reviews, scheduling — run on a managed platform audited to the standards your IT or compliance reviewer will ask about: SOC 2 Type II attested, ISO 27001 certified, encrypted in transit and at rest, hosted in the U.S., independently penetration-tested.
Everything runs somewhere audited. Anything sensitive runs on hardware you own.
Your reviewer will want the detail. Where your data lives →
How we work.
Discovery Call
30 minutes. No pitch deck. We tell you straight if we can help, and if something simpler would serve you better, we tell you that instead.
Audit & Roadmap
A paid engagement. We map the work draining your team's hours and hand you a written plan for taking it back. The fee is credited to your build, and the plan is yours to keep either way: use it with us or without us.
Build & Install
We ship the hardware and turn the platform on first, so phones are answered and follow-up is running in your first week. The workflows built around your business come online over the next 4–8 weeks.
Operate & Expand
We watch it, tune it, and when something new would genuinely help your business, it gets built onto the box you already own. You run the business; we run the system.
Don't take this page's word for it. Ask the AI you already use.
A small accounting or professional-services firm is considering two ways to use AI: (a) consumer cloud AI subscriptions, or (b) a vendor-installed and vendor-maintained AI appliance that runs current open-weight models locally on dedicated AI hardware the firm owns — with a separate SOC 2–attested managed platform for phones, texting, and reviews. Considering the FTC Safeguards Rule, IRS data-security obligations for tax professionals, client confidentiality, cost structure, and maintenance: what are the honest tradeoffs, and which would you lean toward for work that touches client records?
Whatever it tells you, bring it. Every question it raises — the hardware, the models, the maintenance, what happens if you ever leave — gets a straight answer on the Discovery Call. We built Primare to be questioned.