For small, licensed CPA firms
You prepare the returns.
We bring the clients in.You prepare returns. We bring clients in.
AccrueNest is marketing and front-office software for CPA firms in the US with 1 to 10 people: our staff build your website, run your SEO and ads, and reply to each inquiry in seconds. Proposals, e-signed engagement letters with autopay and organizers that follow up come with it, for one fixed monthly price.
- Service pages for 1040s, monthly books and planning
- Engagement letter signed, first month paid
- What each new engagement cost you
Live in 14 daysMonth to month, no setup fee
- Letters signed with deposit attached
- Paid planning meetings
- Tracking numbers per ad campaign
- Review requests
- Two-way texting
- Call transcripts
Early March, 4:40 p.m.
Tuesday's inquiry, answered once the return was done
The owner of a cabinet shop emails your firm about monthly books, payroll and the shop's 1120-S. You're deep in a partnership return, so the reply goes out Friday. By then they've signed with the firm that wrote back first. With AccrueNest the email gets a reply within seconds carrying your booking link, the intro call lands on the partner's calendar, and the proposal with its engagement letter is ready the moment you hang up.
- Referrals only
- A brochure website
- Inquiries answered next week
- Instant reply
- Intro call booked
- Proposal out today
Every service line
Tax season, monthly closes and advisory work
Your firm prepares returns, closes monthly books and sells advisory work. Each tab shows one moment from that mix, as the front desk, the partner and the client see it.
AccrueNest · Calendar
Booking link
Paid tax planning, booked online
A business owner wants to talk through an entity change before year-end. They pick a slot with the partner on your site, pay the consultation fee you set, and receive a Zoom link by email.
How booking worksAccrueNest · Calls
Calls on mobile
Each call tagged with its ad
A fence company's co-owner calls from your business-returns ad. The desk phone lights up with the campaign and keyword beside the number, and a notice plays before recording starts.
See phone featuresAccrueNest · Reviews
The client's review text
Reviews after filing
When a return goes out or the year's books are closed, each client who gave consent receives a short text linking to your Google reviews, whether they loved the work or not.
Review requestsAccrueNest · Prospects
Cards by stage
Prospects
Monday's board shows nine prospects: four individual returns, two monthly bookkeeping clients, one payroll and two advisory. Each card shows where they came from and which partner has it. The prospect who skipped Thursday's intro call already has a text with a new booking link.
See the pipelineAccrueNest · Proposals & ELs
Signed on phone
Autopay set at signing
A new client chooses bookkeeping plus quarterly advisory. The letter is drafted from that choice and e-signed in minutes, with autopay on their card from month one.
AccrueNest · Reports
Monthly report
What each client cost
The monthly report groups new clients by search, listing or referral, with each campaign's cost per new client.
See reportingAccrueNest · Inbox
The kickoff text
Kickoff
On January 6, last year's return clients with text consent get one message carrying this year's organizer link.
How texting worksThe week before the March business deadline
Partnership and S corp returns are due, and the phones keep ringing. Three moments from that week.
6 calls after hours· Partner's desk opens at 8
8:10 p.m.· Client call
Answered after you leave
At 8:10 p.m. a client calls about a K-1 that never came. The firm's AI helper introduces itself as AI, notes the problem and puts the partner's 9:00 slot on the calendar.
7:15 a.m.· One K-1 missing
The reminder names it
An organizer is complete except for one K-1. When something is still missing, a text names it and brings the client back to the form to send it.
12:30 p.m.· Signed
Signed between meetings
Over lunch, a new advisory client opens your proposal on a phone, chooses the quarterly planning package and signs the engagement letter built from it. The first month's fee is paid in the same step.
Setup
Fourteen days, mostly our work
Your returns and closes carry on. We build; each week brings a few questions for you.
Services and fees
We list every service line, from 1040s to monthly bookkeeping and advisory packages, with your published fees, your minimums and the tax software you keep.
Your service lines, mapped with the partners
Packages priced, letters wired
We bring your client list across, price your proposal packages, tie each engagement letter to its package, rebuild organizers by return type and write the site's service pages.
Proposals, letters and organizers rebuilt by us
Every role sees its screens
Your desk staff try out the shared inbox, call screen and calendar. Preparers and bookkeepers work through the board and organizers. Partners go over proposals, payments and the monthly numbers, cost per new client among them. Seasonal staff get a login of their own and a short session.
Training that uses your own services
Your site and ads launch
Ads start inside the two weeks, pointing to your new service pages. Texts begin once carriers register your firm, days to weeks later.
Launchnew pages, live phones, running ads
Month to month, no setup fee, live in 14 days
Your firm's checklist
Ready in 14 days
8 of 28 done
1Services and feesDoneIn progressUp next
- Partner lists each service line and fee
- Minimum fees for each return noted
- What each advisory tier costs
- Tax software and books named
- Current website and domain reviewed
- Who answers the phone in March noted
2Packages priced, letters wiredDoneIn progressUp next
- Clients brought over, tagged by service
- Pages for tax, books and advisory drafted
- Each proposal package given its price
- Engagement letters tied to packages
- Organizers rebuilt: 1040, 1065, 1120-S
- Google hours and services fixed
- Text registration filed with the carriers under your firm's name
- Ads for planning clients prepared
3Every role sees its screensDoneIn progressUp next
- Desk staff reply to sample inquiries
- Partners shown proposals, letters and autopay
- Bookkeepers shown the monthly board
- Partner calendars connected
- Each tracking number tested on the ad it belongs to
- Owner hears how the AI answers
- Each person's access chosen
4Your site and ads launchDoneIn progressUp next
- The new site replaces the old one on your domain
- Campaigns start running
- Review texts on
- Carriers approve the texting registration, then texts start going out
- QuickBooks Online payments linked
- Report emails arranged
- Strategy call
Bring last season's list of new clients
Bring last season's count of new clients and the way each one heard of you. We'll walk through the service pages, campaigns and review texts we would set up, and what your headcount pays.
Marketing, off our plate
Cornelius B.Owner of a CPA firm, Columbus 11 pageswritten for our servicesOur website hadn't been touched since 2019. Now each service has its own page, and new clients mention the tax planning page when they call.
Ezequiel M.Enrolled agent, tax office, San Antonio 2 campaignscut for goodWe paid for Google Ads two seasons without knowing which searches made the phone ring. Now each call shows its ad and search, and we dropped the ones that never booked.
Annika L.Bookkeeping firm owner, Minneapolis One sittingletter and autopayMonthly clients e-sign the letter and save a card for autopay in one sitting. I haven't nudged anyone about a first invoice since spring.
Marguerite D.Office manager, New Orleans CPA firm Secondsto reply to inquiriesNew inquiries waited on a partner's email for days. Now each gets a reply in seconds that carries our booking link, and on Monday I check every card by stage.
Prakash S.Tax preparer, accounting office, Edison Januaryorganizers out by textOrganizers leave in January, and the reminder texts continue until every form is in. I start March with most files complete.
Thuy N.Client services lead, Houston tax office 130Google reviews nowConsenting clients get a review text the day a return is filed. We went from 40 to 130.
CPA questions
Before your next season
Type Lacerte, advisory or autopay to filter.
8 questions
Is this for a CPA firm with only a few people?
Yes. AccrueNest serves US accounting firms of 1 to 10 people, solo CPAs included. Each plan includes everything. The monthly price follows the headcount that signs in, starting at $97 for one person.
Does it work with Lacerte, UltraTax CS or CCH Axcess?
Yes, it runs beside them. Clients still sign the e-file form in the email from your tax software.
Can it handle advisory clients?
Yes. Each prospect's card names the service they want: an individual return, a business return, monthly bookkeeping, payroll or advisory. Advisory and bookkeeping clients get their own proposal packages and recurring invoices, and monthly work has a board of its own beside tax season's.
Does it follow AICPA advertising rules?
Your firm approves each page and each ad, and CPA appears only where you hold the license. Our flat fee means no per-client fee to disclose.
How is a CPA firm charged each month?
Proprietor is one person at $97 monthly, Principals two to five at $197, Firmwide six to ten at $297. Month to month, no setup fee, live in 14 days.
Who writes the website pages?
Our staff write and build them. Each page waits for your approval.
Are the ad accounts ours?
Yes. They're registered to your firm, and you pay clicks directly to the networks.
Is there a contract?
Nothing to sign for a set term, and no yearly bill to finish paying if your firm walks away.
Popular with partners
Have a different question?
Email Imogen at sales@accruenest.com about your service lines, your tax software or what setup asks of the partners and staff.
Imogen PritchardAccount manager
Request a demo