Lead routing for accounting firms.
To the right partner by entity type and size.
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. Routing rules in most systems are static and shallow. They do not know who is on leave, who is already at capacity, or who picked up the last three, so the same person gets buried while somebody else sits idle.
What it covers for
accountants and bookkeeping practices
Software that gets each enquiry to the right person immediately, so nothing sits in a shared inbox waiting for somebody to claim it.
- Routed by area, service, value or workload
- Knows who is available and who is not
- Reassigned automatically when nobody picks it up
- Owned by a person, not a shared inbox
- Escalates before it goes cold, not after
- Visible so nothing silently stalls
Built around how accountants and bookkeeping practices work
A shared inbox is where responsibility goes to be diluted. Everybody can see the enquiry and nobody owns it. We build routing around how your team is actually organised, by area, trade, workload or whoever is genuinely free.
- 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.
More for accountants and bookkeeping practices
- Lead response time for accounting firms
- Missed calls for accounting firms
- Lead qualification for accounting firms
- After hours enquiries for accounting firms
- Quote follow up for accounting firms
- Website enquiries for accounting firms
- CRM data entry for accounting firms
- Reviews and referrals for accounting firms
- Lead routing software for every industry
- Lead software for accountants and bookkeeping practices
Questions accountants and bookkeeping practices ask
We are a small team, is this overkill?
Often it is, and we will say so. Two people with a clear rule do not need software. It starts to matter when enquiries arrive faster than anybody can triage them.
Can we route by suburb?
Yes, and for anybody with vans or a travel radius that is usually the first rule worth building.
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.
Talk to us about your enquiries
StartContact us
Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.
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