Introducing Accountant Firm Development Agents

Build the practice you actually want to run

AI agents built exclusively for Gusto Pro firms — to grow your client base, deepen advisory revenue, and scale without adding headcount.

Sign up for early access

Six firm growth and firm advisory agents¹

Built hand in hand with accounting firms, each agent targets a specific growth opportunity we heard firms need. Get started wherever your practice needs the most support.

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Website Audit Agent

Your website is often the first thing a potential client sees. The Website Audit Agent analyzes your site using SEO, generative engine optimization (GEO), and demand generation best practices, benchmarks it against competitors you identify, and delivers personalized, actionable recommendations.

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Prospecting Agent

The Prospecting Agent analyzes your website and existing client base to define your ideal client profile, then searches your market for small businesses that fit — and delivers a targeted list with verified contact information. No hours of manual research. A real, curated list of potential clients who look like the ones you already love working with.

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Outreach Agent

Once you have a prospect list, the Outreach Agent drafts personalized email cadences for each prospect, routes them to you for review and approval, and then — once you've signed off — sends, tracks, and follows up. You stay in control of every message. The agent handles the rest.

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Advisory Positioning Agent

Most firms don't realize how they're perceived before a prospect ever reaches out. The Advisory Positioning Audit analyzes your online presence and benchmarks it against local competitors to show exactly where you sit on the compliance-to-advisory spectrum — and what it'll take to move up.

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Expansion Pitch Agent

Knowing which clients to approach is one thing. Having a professional, personalized case ready when you walk into that conversation is another. The Expansion Pitch Agent generates tailored scripts and co-branded materials to pitch new services to existing clients — personalized to each client's specific situation. Walk into every client conversation prepared.

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Pricing and Margin Target Agent

Before you pitch a new service, you need to know what to charge and what you'll make. The Pricing and Margin Target Agent models your costs, sets pricing, and forecasts margins on expanded services — giving you the financial clarity to grow profitably. Know your numbers before you ever open the conversation.

¹Firm Development Agents are AI-powered agents provided by Gumloop, not Gusto. You’ll also have full access to explore the broader Gumloop AI automation platform so you can adapt workflows to how your firm already operates. Outputs should be reviewed before use. See Gumloop’s Terms of Service.

How it works

Sign up below. Selected partners will receive everything they need to get started. 

Sign up for early access

Request your spot using the form below. Spots are first come, first serve and only available to Gusto Pro partners.

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Check your email

Selected partners will receive an email with access instructions and a link to the agents Gumloop.

Start using the tools

Access Gumloop and put your new practice agents to use.

Sign up for early access

A few things you might be wondering

Licenses are first-come, first-served during our beta period, with a limit of one license per firm. Sign up here and we'll be in touch with how to activate your license. Terms apply.

No. Gusto is covering the cost of Gumloop licenses for firms during the two month beta period for this program;  There's no commitment or cost on your end.

The agents are pre-built and ready to use. You provide your firm's information and the agents do the heavy lifting — you stay in control to review and approve outputs before they go out. AI agents assist with drafting and analysis. Outputs should be reviewed before use. AI can make mistakes.

Your firm's information provided at sign-up is shared with Gumloop to set up your Gumloop account and activate your free license, in accordance with our Accountant Development Agents Promotion Terms. Your use of the AI agents, and any inputs given to agents and outputs generated, such as prospect contact information generated by the Prospecting and Sales Outreach Agents,  is handled in accordance with Gumloop's Terms of Service and Privacy Policy.

Limited spots available (one per firm). Firms will receive access on a first come, first serve basis with rolling admission. Terms apply.  

By submitting, you agree to have Gusto share this data with Gumloop to set up your Gumloop account and activate your free license. Review Gusto's Privacy Notice and Promotion Terms, and Gumloop's Privacy Policy for details on how information is handled.