Accounting Firm Systems That Scale Your Practice
Capture every lead, streamline client onboarding, and automate the follow-up that turns tax clients into year-round advisory relationships.
Solutions Built for Accounting & CPA
Every tool you need to run a more profitable accounting & cpa business—from capturing leads to collecting payment.
Solutions span across our 8 solution pillars:
The Accounting & CPA Landscape
Real data that shows why the right systems matter
of accounting firms say their biggest challenge is capacity constraints during tax season—automation helps handle the surge.
Source: AICPA Practice Management Survey, 2024
of small business owners are actively looking for a new accountant—the opportunity for growth is significant.
Source: Wasp Barcode Small Business Survey, 2024
of tax clients never hear from their accountant between tax seasons—missing opportunities for advisory services.
Source: Accounting Today Client Engagement Study, 2024
of accounting leads aren't followed up on during busy season—potential clients who reached out but never heard back.
Source: Hinge Marketing Professional Services Study, 2024
Average annual revenue per small business accounting client—making retention and relationship expansion extremely valuable.
Source: AICPA MAP Survey, 2024
of accounting clients would refer their CPA if asked—yet most firms have no formal referral program.
Source: Hinge Marketing Professional Services Study, 2024
Frequently Asked Questions
Common questions from accounting & cpa business owners
How do you handle tax season volume?
Our AI can handle unlimited concurrent calls, so when tax season hits and phones are ringing constantly, every call gets answered. Leads are captured, existing clients get appointment bookings, and urgent matters are flagged for staff.
Can you help convert tax clients to advisory relationships?
Yes. Year-round nurture campaigns keep you top-of-mind between tax seasons with valuable content. The system identifies opportunities for advisory services and prompts outreach at the right times.
Do you integrate with accounting software?
We integrate with practice management tools like Karbon, Canopy, and TaxDome. Client data syncs automatically, and workflows can trigger based on project status or deadlines.
How does the referral program work?
Clients get a unique referral link. When someone they refer becomes a client, both parties can receive rewards or credits. The system tracks everything and handles reward fulfillment automatically.
Let's Build Your
Growth Engine
In 30 minutes, we'll map out exactly which solutions will have the biggest impact on your accounting & cpa business—and what results to expect.
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