Fair questions before you move anything

AccrueNest is software for the front of a US accounting firm of 1 to 10 people: calls, texts, organizers, e-signed letters and invoices, together with a website and the marketing that brings clients in, for one fixed price per month. Our own people set up, run and update every part. Its client pipeline is the CRM piece, tracking each prospect until the engagement letter comes back signed.

No. AccrueNest sits beside your tax software and your books. New clients, documents, proposals and payments live here; preparing and filing returns, Form 8879 signing, the books and payroll stay in the programs you use now. Drake, Lacerte, UltraTax CS, ProConnect and CCH Axcess keep doing that work, and a firm on TaxDome, Karbon, Canopy or Financial Cents can keep it.

Yes. Your own staff still answer first; overflow calls, lunch and nights go to the AI. Our AI receptionist answers the phone around the clock and speaks both English and Spanish. It can tell a caller your hours and what documents to bring, put a consultation on the calendar and ring you straight away when a call cannot wait. Each call opens with a plain statement that the caller has reached the firm's AI helper, not a staff member.

No. It gives no tax advice and never says what someone owes, what they may deduct or whether a return is ready to file. It records the details and leaves the answer to your staff. What it does say comes from what your firm writes down for it: office hours, the fees you publish, what to bring, where to upload and the extension date.

What clients upload or tell your firm is encrypted, used only to serve your firm and not sold to anyone. Two-step sign-in, user roles and a log of who changed what come on every plan.

Three plans, by headcount. Proprietor, for one login, costs $97 monthly; Principals covers 2 to 5 logins at $197; Firmwide covers 6 to 10 at $297. Above that we quote. Paying for the year at once buys twelve months for eleven. One flat fee each month. We never charge by the call, the inquiry, the client or the return, and we take no cut of what you bill.

Nothing to sign for a set term, and no yearly bill to finish paying if your firm walks away. Your client list is brought over, your organizers and engagement letters are rebuilt and your people are trained, all at no extra charge. Month to month, no setup fee, live in 14 days.

Fourteen days from kickoff, built by our staff: your site, phone lines, organizers, request forms and AI receptionist all go into use, and Google and Meta campaigns often start earlier. Two exceptions: porting the number you have now depends on your current carrier, and texting starts after the carriers register your firm.

We do. Our staff design and write the site, configure the software, run the ads and carry out every edit you ask for. Click charges go from Google and Meta straight to your firm, through accounts your firm opened and owns. The flat fee already covers our time creating and managing every campaign. A monthly report traces every new client to the campaign or referral behind them, with what each one cost.

Email us before the next charge and service ends once the month you paid is used up. Ad accounts remain yours, and a spreadsheet of all your contacts comes to you.

Payments taken through AccrueNest appear in QuickBooks as sales receipts, and invoices we send appear there too, so your books pick up the fees without retyping. Once the letter is signed, a connector can hand the new client's phone number, email and answers to the program that runs the rest of your firm's work, sparing your staff a second round of typing.

Email sales@accruenest.com. Every firm also has a named account manager who handles requests and holds a monthly strategy call, and an ad rep who runs the campaigns.

Yes. Clients send their tax forms and statements from a phone, and each document arrives on the form under its own name. When something is still missing, a text names it and brings the client back to the form to send it. No form asks for an SSN or bank details.