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Start the discovery session
Use the contact path to start the Discovery Session and frame the conversation around your client book, team shape, and workflow pressure.
Start your Discovery SessionDiscovery session
Start your Discovery Session from the real operating surface.
A focused working session, free, and no card required. Use it to test whether Novatrai can genuinely improve the first hour of the day for CPA firms.
Best for a CPA or advisor who wants a real human conversation instead of a waitlist or a polished demo loop. The session should end with a clean activation read: what Novatrai understood, what the first setup path is, and which real loop to run first.
focused working session · free · no card required
What the session should answer
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Frame the firm clearly
Use the session to explain the client book, team shape, and first pressure point in plain operating language.
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Shape the first setup path
The conversation should turn into a directed first run: first client, first source, first request, and the first useful brief.
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Leave with the first real move
Know whether the right next step is client records, documents, transactions, tax prep, payroll, or advisory before anyone wanders.
What you leave with
A clearer first move, not another software tour.
A clear read on whether Novatrai fits the way your firm actually works
The first client, source, or workflow that should be activated first
A practical view of where Nova can reduce preparation and follow-through load
A next step that is specific enough to act on, without a long setup maze
Pick your entry
Three paths in, depending on where you're starting.
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Already invited
Use the same work email you were invited with. The magic-link flow keeps entry lightweight and routes you back into the right organization context after verification.
Sign in with invited email03
Need context first
Review the Morning Brief story and economics first if you want the session to start from operating leverage rather than feature tour language.
Best first move: use discovery when the goal is to choose the first real workflow, not watch a polished feature tour.
Contact form
Give us enough context to make the session useful.
No card. No qualification maze. Just enough to shape the Discovery Session and point the first activation path in the right direction.