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Products
The softwareAnswered, signed, paid and filedCalls, documents, proposals and payments for the whole front officeNew clients
- Client Pipeline Who called, who owns it, what happens next
- Phones & Call Tracking Call sources, recordings and missed-call texts
- AI Receptionist A 24/7 voice that knows your hours and fees
- Messaging Reply to every text and DM from one screen
- Consultation Booking Clients choose a preparer and a time slot
Client work & billing
- Organizers & Document Requests Automatic nudges until every form is in
- Proposals & Engagement Letters Packages, a signed letter and the deposit
- Workflow Each return by stage, from docs to filed
- Billing & Payments Autopay and invoices that collect themselves
- Client Portal & App Your branded portal, plus a client app
- Reporting Cost per new client for every channel
Marketing
Done for you
- Accounting Firm Websites Service and city pages that book calls
- SEO & AI Search Seen first when neighbors search for tax help
- Google & Facebook Ads Seasonal campaigns judged by new clients
- Email Newsletters A monthly letter clients actually open
- Reviews & Reputation Review asks once the return is delivered
- Social Media Deadline reminders and tips, posted for you
Solutions
Who it's forSmall firms doing taxes, books, payroll or advisorySet up around the returns, books and payroll you handleBy firm type
- CPA Firms Returns, books and advisory under one roof
- Tax Offices Drop-off slots and fewer phone interruptions
- Enrolled Agents Notices, extensions and year-round returns
- Bookkeeping Firms Monthly statements in without the chasing
- Tax Resolution Callers with an IRS letter booked fast
- Fractional CFO & Advisory Monthly packages billed on autopay
- Payroll Services New-hire paperwork and payday reminders
By role
- Compatible Software
- Pricing