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Professional offices
Accounting firms: reach clients before tax season does.
We bring people to your site from Google. Your busy season is predictable and your clients still wait. We remind past clients to get organized, follow up on new-client inquiries, ask for reviews and answer calls when you're heads-down.
See how it works in about a minute and a half. Sound on.
Where accounting firms lose work
- Clients wait until the deadline and flood you in one week.
- New-client inquiries get a late reply during busy season.
- Small business clients forget quarterly dates.
When we reach back out for you
- January: A 'get your documents together' note.
- Before quarterly dates: A general reminder for business clients.
- After the job: A thank-you and a review ask.
- Fall: A year-end planning check-in.
Example message
A note on rules
Advertising and client-contact rules for financial and tax professionals vary. Messages stay general, with no account, tax or financial details, and you approve the wording before anything goes out. We make no performance claims. Check your own compliance guidance on reviews and testimonials.
Also included
People sent to your site
A page for each service and the towns you work, plus your Google profile kept current.
Calls answered
Day or night, with the details emailed to you.
Reviews
Asked for after every job. Replies drafted for your OK.
Monthly report
A short email with a private link.
Three plans
- System · $279/mo. Website, Google profile, reviews, calls answered, every lead followed up and past customers brought back.
- System+ · $697/mo. Everything in System, plus ads run for you. $200/mo in ad spend included.
- System++ · $947/mo. $400/mo in ad spend included.
Billed monthly, or prepay yearly at signup. No setup fees. Live within 1 to 3 days of paying. Postcards are an add-on. Compare plans
Straight answers
Do messages include tax or account details?
No. Messages are general reminders with wording you approve. No financial details go out.
Is texting extra?
No. Texting is included in every plan. Carrier registration takes a week minimum, so texting turns on as soon as the carriers approve it, about 1 to 2 weeks after signup. Premium targeted postcards and ordering are the only add-ons, billed separately. We text only customers who opted in.
Do you work with shops outside my area?
Yes. We work with independent businesses nationwide, not just one region. Setup is online and support is by email and phone.