Turn Client Inquiries Into Year-Round Retainers & Smooth Intakes.
Automate tax client intake, eliminate document chasing, manage monthly bookkeeping retainers, and retain clients year-round.
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Growth Gets Harder When Client Intake Is Scattered.
Tax season chaos and endless email threads make it easy for prospective leads and document collection to stall. Without structure, client satisfaction drops.
Document Chasing Wastes Hours
Staff waste valuable billable hours emailing clients to request missing tax forms and receipts.
After-Hours Leads Go Cold
Business owners searching for accounting help outside office hours don't get timely replies.
One-Time Clients Don't Convert
Tax prep clients walk away without being systematically offered ongoing monthly bookkeeping retainers.
Deadlines Create Communication Fires
Clients forget estimated quarterly payments without automated text and email reminders.
A Better Experience From Tax Audit to Monthly Retainer.
Inquiry
A business owner visits your site looking for tax planning or bookkeeping support.
Intake
They complete a digital intake form and securely upload their financial documents.
Consultation
They pick a time on your calendar and accept your engagement agreement online.
Retainer
They transition into a recurring monthly bookkeeping package with automated billing.
Keep Your Practice Operating Smoothly.
Automate Intake
Collect financial documents and questionnaire answers electronically before consultation calls.
Simplify Booking
Allow prospects to schedule tax strategy sessions directly onto your partner calendar.
Send Deadline Alerts
Automate tax filing countdown texts and quarterly estimated payment reminders.
Maintain Monthly Retainers
Bill clients automatically on the 1st of every month without manual invoicing.
Less Chasing Documents. More High-Value Advisory.
Give your firm an organized system for lead intake and client communication so your accounting team can deliver proactive advice instead of managing paperwork.
Scattered emails with missing W2s, forgotten client consultations, and manual monthly invoice reminders.
A streamlined digital firm where document submission is effortless, meetings are pre-booked, and billing is automatic.
You Won't Be Left to Set It Up Alone.
VIP Business Boost onboarding gives you a personalized plan, clear guidance, and support so you can launch with confidence.
Explore VIP Business BoostOnboarding Call
We learn about your business and goals.
Choose Your VIP Boost
Select the support that fits your priorities.
Launch With Support
We handle setup and guide you every step of the way.
One Connected System for Your Accountants & Bookkeepers.
Everything you need to capture, organize, and retain customers without complex software stack costs.
- Organize leads and customer conversations
- Simplify appointment booking
- Automate essential reminders and follow-up
- Generate and manage reviews
- Guided onboarding and support
Communication and usage charges may apply.
Your Growth Platform Can Include What Your Firm Needs.
Digital Intake & Forms
Collect client documents and signatures through clean smart forms.
Calendar & Payment Automation
Book consultation calls and automate recurring monthly retainer invoices.
Client Nurture & Reminders
Keep clients updated with automated tax deadline SMS and email broadcasts.
Stop Letting Opportunities Fall Through the Cracks.
Bring your marketing, follow-up, and customer relationships into one organized system built for your business.