Lead Automation for Accountants
Stop losing tax season clients. We capture every missed call instantly, filling your calendar automatically without adding staff.
You're Losing $150K-300K Per Tax Season
Calculate your actual revenue leak from missed client inquiries
Revenue Leak Calculator
Source: NSA and AICPA data. Average includes individual ($300-800) and business returns ($1,200-2,500).
Conservative estimate. With proper follow-up, 10-20% of tax clients convert to bookkeeping/advisory services.
Source: Accounting practice management research. CPA firms miss 35-45% of inquiries during tax season when staff is overwhelmed.
Why Accounting Firms Lose Clients
Tax season is chaos. These are the 5 most common pain points we solve.
Tax Season = Unreachable
Back-to-back client meetings during tax season. Can't answer phone for 8+ hours. Miss 40% of new client calls. They book with whoever answers first.
One-Time Tax Clients Don't Convert
Prepare their return, collect payment. No system to convert to bookkeeping/advisory. Next year they try a different CPA. Lost $3,000/year recurring client.
Referrals Get Forgotten
Client says "My friend needs tax help". You say "Have them call me". They call during tax season, can't get through. Referral books with someone else.
Business Clients Need Year-Round Support
Need bookkeeping, payroll, CFO services. You only reach out once a year (tax time). Competitor offers monthly advisory. Lost high-value client.
Extension Clients Disappear
File extension in April. "I'll finish this in August". August comes, you don't follow up. They scramble, file themselves (poorly).
8 Automated Systems For Accountants
A complete "Client Acquisition Engine" installed into your firm in 7 days.
Missed Call Text Back
Tax prep or bookkeeping inquiry comes in. You're on a client call. Within 10 seconds: They get an auto-text with consultation booking link. Lead captured immediately during tax season chaos.
Post-Tax Review & Referral Automation
1 week after e-filing, clients get auto-request for Google review + referral. Perfect timing (taxes done, stress relieved). Never forget to ask. Steady stream of reviews and referral clients.
Tax Client to Year-Round Advisory Conversion
One-time tax clients go into 12-month educational sequence. Bookkeeping offers, tax planning, mid-year check-ins. Extension follow-ups. Convert 25-40% to year-round services automatically.
Online Consultation Booking
24/7 booking (tax season runs late nights). Pre-consultation questionnaire. Tax document checklist. Automatic reminders. Calendar fills automatically with qualified prospects.
Client & Project Tracking CRM
Track every client's service history, returns completed, deadlines, communication log. See annual value, upsell opportunities. Know what each client needs and when. Never miss a deadline.
Website Chat to SMS
Visitor asks "How much for business tax return?" on your website. You provide pricing, then move to SMS: "What's your number? I'll text you our services guide." Lead captured.
High-Converting CPA Website
Professional website with service pages, team credentials, online booking, testimonials, resource library, mobile-optimized. We build new OR optimize your current site.
All-In-One Growth Suite
Email marketing, SMS campaigns, online booking, client portal, e-signatures, payment processing, deadline tracking, proposal templates. Everything integrated. Replace 6+ tools, save $2,100+/year.
The 7-Day Done-For-You Install
We handle everything. You approve and start capturing every tax season lead.
manage_searchWhat We Analyze:
- check_circleCurrent inquiry volume and response times
- check_circleService mix (tax only vs. year-round)
- check_circleClient retention and conversion rates
- check_circleTarget client profile (individuals vs. business)
- check_circleExisting tools and practice management software
personYou Do:
30-min strategy call to share your firm's focus and goals
constructionWhat We Build:
- checkConfigure Missed Call Text-Back (instant response during tax season)
- checkSet up Review & Referral Automation (post-filing requests)
- checkBuild Year-Round Conversion sequences (tax to advisory)
- checkInstall Online Booking (24/7 consultation scheduling)
- checkSet up Client CRM (full service history and deadlines)
- checkInstall Website Chat widget to capture visitors
- checkBuild/optimize professional CPA website
- checkIntegrate with practice management software (QuickBooks, CCH, etc.)
- checkConnect phone system, sync calendar, import client database
personYou Do:
Provide logo, team credentials, and access. Then relax.
rocket_launchWhat Happens:
- check_circleSystems go live
- check_circle1-hour team training
- check_circleWalk through new client process
- check_circleAnswer all questions
- check_circleMonitor first consultations
personYou Do:
Start capturing every tax season lead
No credit card required. Live in 7 days.
Common Questions From Accounting Firms
Tax season is chaos. How do I respond to everyone?
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Auto-texts respond instantly when you can't answer. Clients book consultations online 24/7. You only meet with pre-qualified prospects, and they're already scheduled in your calendar.
How do I convert tax clients to year-round services?
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Automated 12-month sequence educates them on bookkeeping, advisory, and tax planning. Educational content builds value over time. Offers come when they're ready. No manual follow-up needed.
What about extension clients who disappear?
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System tracks extension deadlines and sends automatic reminders at key intervals (filing confirmation, 30 days before, week before deadline). They don't forget, you don't forget.
Can I manage multiple entity types (S-corps, partnerships, etc.)?
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Yes. Track individuals, S-corps, C-corps, partnerships, nonprofits—all in one system. Full service history, deadlines, and communication logs for each entity.
How do engagement letters and document collection work?
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Digital engagement letters with e-signature capability. Client portal for secure document upload. Automatic reminders to submit missing documents. Everything tracked and stored securely.
Can clients pay online?
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Yes. Payment processing is included. Accept payments via link or client portal. Track outstanding invoices. Send automatic payment reminders. Integrates with your accounting software.
What about deadline tracking for all my clients?
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System tracks all client deadlines (returns, extensions, estimated taxes, quarterly bookkeeping). Sends automatic client reminders and internal team alerts so nothing falls through the cracks.
How do I handle referrals during tax season when I'm swamped?
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Automated referral requests go out after filing. Referred prospects get instant response via text. They can book consultations 24/7. You capture them before they call other CPAs.
Stop Losing Tax Season Clients & Year-Round Opportunities
Every missed call is a $500 return gone. Every unconverted tax client is $3,000/year lost.
No credit card required • Live in 7 days • Cancel anytime