Lead response software for accountants and bookkeeping practices, built around how you work.
Response, qualification, routing and follow up for accounting firms, as a web app and an iOS and Android app.
Accounting enquiries are seasonal and arrive in a rush, usually tied to a deadline. The firm is at its busiest at exactly the moment the most prospective clients are looking, which is why enquiries from March onward tend to go unanswered.
Built for how
accountants and bookkeeping practices work.
What the tool has to handle
- Enquiries answered during the busy season
- Business clients separated from individual returns
- Onboarding information gathered before the first meeting
- Existing client questions kept separate from new work
Alongside the systems you already use, or instead of them.
We build around your own enquiry flow, as a web app and an iOS and Android app, on our own post-trained models where they fit. Keep the CRM and the job management software you use today and connect the two, or let the new tool take their place. We do not buy or sell leads, and we do not run a marketplace.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
Good questions, answered
Can it tell a business client from an individual?
Yes, and for most firms that is the single most valuable split, because they represent very different amounts of work and revenue.
Can it collect onboarding information?
Yes, and this is often where it pays for itself. The structure, the entities, the software they use and the year end can all be gathered before anybody meets.
What about existing clients?
They are routed differently. An existing client with a question should not be treated like a new enquiry, and that is a rule we build in early.
Do you buy or sell leads?
No. We do not run a lead marketplace and we do not sell you other people's enquiries. We build the software that handles the enquiries you already generate, so more of them turn into work.
Talk to us about your enquiries
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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.
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