The March call that hit voicemail
A small business owner finally decides to hire a tax pro in mid-March. Your line is busy all week, and the firm that sent a booking link gets the client.
Accountants & Tax Pros
New tax clients book a consult, and returning clients schedule before the rush.
For tax preparers, bookkeepers and accounting firms. Your site books consultations, collects documents in one place and reminds last year's clients to book before your schedule fills.
Where a tax or accounting practice loses clients
Documents scattered across texts and emails
A client sends a W-2 by email, a 1099 by text and receipts to your personal cell. Pieces go missing, the return stalls, and next year they try a firm with an easier process.
The once-a-year client who drifted
You did their return last spring and haven't heard from them since. Nobody reached out in January, so this year they went with the app a coworker recommended.
Two minutes. It reads your Google listing, your site and your reviews, and shows what is slipping.
Run the free checkServices that fit
Website designNew websites and redesigns that look and work right on phones.Online bookingBooking pages, calendars, reminders and deposits taken up front.CRM and one inboxCalls, texts, emails and social messages together, with every deal tracked.Payments and invoicingEstimates, e-signed proposals, invoices and text-to-pay, all in one place.Email marketingNewsletters, promotions and automatic email series, written and sent for you.Follow-up automationTexts and emails that follow up with leads, no-shows and past customers.
What your site will do
- Booking for new-client consultations, with personal and business options
- A document upload page so files arrive in one place
- January emails and texts inviting last year's clients to book
- Engagement letters and invoices signed and paid online
- Pages for tax prep, bookkeeping, payroll and anything else you offer
- A plain-English email newsletter that keeps you in touch with clients year-round
Live in days once your content is in, not months.
Pick a starter package
Just starting out
Startup Package
Best forYou're opening your doors and need to look established from day one.
- A logo and brand colors
- Social media graphics in your brand's look
- A beginner website, built for phones
- Your Google Business Profile, set up right
- A contact form that sends leads to your phone
Starts at$799one time
Start with this packageOpen, but hard to find
Local Growth Package
Best forPeople are searching for what you do, and finding your competitors first.
- A website for your business, hosted and kept up
- Your Google Business Profile, managed
- Review requests after every job
- Local search (SEO) so nearby customers find you
- Missed calls answered with a text
- One inbox for calls, texts and messages
Starts at$300 a month$0 down, 3 months to start
Start with this packageReady to look the part
Standard Web Package
Best forYour business is running, and your website needs to look and work like it.
- A custom website, up to 8 pages
- Clear pages for your services and service area
- A contact form with instant confirmation and an alert to you
- Page titles and search basics set up
- Launch on your domain, plus 30 days of fixes
Starts at$2,500or $0 down, paid monthly
Start with this packageBusy and growing
Operations Package
Best forLeads, bookings and follow-up are piling up. You need one system running it all.
- A CRM (one place to track every lead and customer), set up for you
- A chat assistant that answers questions and screens leads 24/7
- A phone assistant that answers calls and books appointments
- Online booking with reminders
- Email and text follow-up that runs on its own
- An owner dashboard with your numbers on one screen
Starts at$5,000one-time setup
Start with this packageWant something different? Build your own package
Common questions
Tell us about the business.
You will get a confirmation right away and a personal reply within one business day.