Smart AI Assistance
AI assistance built into the platform — instant answers for your team and your clients, drafted replies and guided workflows. Your firm works faster; your seniors stop repeating themselves.
Every firm has the same bottleneck: knowledge lives in a few senior heads. New staff interrupt them, clients wait on them, and quality depends on who happens to be in the office.
Risper CRM ships with AI assistance built in — answering questions, drafting replies and guiding your team through your firm's own way of working. Not a bolted-on chatbot: assistance that lives where the work lives.
Instant Answers for Staff
New team members ask the assistant instead of interrupting seniors — accurate how-to answers in seconds.
Client Questions, Answered
Clients get instant, reliable answers inside their portal — before they ever pick up the phone.
Drafts, Summaries & Replies
Meeting summaries, follow-up drafts and status updates written for you, ready to review and send.
Guided Workflows
The assistant walks your team through firm processes step by step, so quality never depends on memory.
Grounded in Your Practice
Assistance reflects your firm's own services and standards — not generic internet answers.
Humans Stay in Control
AI drafts and suggests; your team reviews and sends. Nothing leaves the firm without you.
A secure client portal built for accounting firms — live job status, document exchange, approvals and messaging. Your clients stop calling for updates, because they never need to.
One login. Every task. Zero confusion. Your whole team — tasks, timesheets, leave, documents and KPIs — in one employee portal, so every staff member knows exactly what today looks like.
Never lose a lead again. Track every enquiry, automate every follow-up and convert more prospects into long-term clients — the lead pipeline built for accounting and business-setup firms.
Run every job, deadline and recurring task from one dashboard — the workflow engine built for accounting and CPA firms. Nothing slips, and nothing is typed twice.
Quotes, invoices, automatic payment reminders and receivables — billing tied to the work itself, so your firm gets paid faster with far less chasing.
Schedule meetings, keep every team and client conversation logged and searchable, and cut internal email to zero — all inside the CRM.
Document management built for accounting firms — every client file version-controlled, permission-gated and found in seconds, inside a bank-grade secure vault.
From "interested" to signed and paid — without a single phone call. Intake forms, KYC document collection and e-signed engagement letters, all automated.
Every VAT return, Corporate Tax filing and licence renewal for every client — tracked, assigned and reminded automatically. Government fines become history.
AI assistance built into the platform — instant answers for your team and your clients, drafted replies and guided workflows. Your firm works faster; your seniors stop repeating themselves.