We build two systems for CPA and tax firms. One gets you found on Google and AI when people search for tax prep and bookkeeping in your area, so new clients find you without paying for every lead. The other answers calls and texts during tax season, books appointments, follows up with every lead, and brings past clients back every year, so your team can focus on the work.
Updated October 11, 2026
This is what a fast, automated response looks like from the customer's side.
New tax prep inquiry
Hi Morgan, thanks for contacting us! Is this for personal taxes, business, or both?
Both, I have an LLC
We can help. Want to book a 20-minute intake call? Tue 11am or Thu 2pm.
Thursday 2
✓ Booked: Thursday 2:00 PM
Example: automated text follow-up
Even in the middle of tax season.
Online scheduling with a short intake form.
Automatic nudges for missing paperwork.
Every past client invited back.
How we set up the follow-up systems we build. Your settings can differ.
When people need a preparer, they call several. The first firm to answer usually gets the client.
Last year's clients are your cheapest new appointments, if someone reminds them.
Turning tax clients into monthly bookkeeping clients keeps revenue coming after April.
More people now ask Google and AI tools for a recommendation instead of scrolling a list of links.
On a free call, we'll show you how people find firms like yours today and which tasks we can take off your team's plate before tax season.
No obligation. If we can help, we'll explain the plan and the investment.
Our systems handle scheduling, reminders and follow-up. Tax documents stay in your own secure portal and tax software.
You approve the templates that go out under your firm's name.
Texts only go to people who agreed to be contacted, with easy opt-out.
No one can guarantee rankings or AI recommendations. We build the best legitimate chance.
No, but we built a setup specifically for tax and accounting firms, including tax-season call handling and past-client reactivation.
No. Our systems handle marketing, scheduling and follow-up. Documents stay in your secure portal and tax software.
Yes. AI can answer common questions, book appointments and send document reminders, and hand off anything that needs a person.
Call handling and follow-up work as soon as they're set up. Getting found on Google and AI builds over months.
Plans start at $997 a month. See our plans, or book a call for a recommendation.