For seasonal and year-round tax offices
The counter's full.
The phones are covered.Counter full, phones still covered
AccrueNest is tax preparer marketing and front-office software for US tax offices of 1 to 10 people, seasonal or year-round: a website and ads, calls answered in Spanish as well as English, drop-off and pick-up appointments, and last year's clients invited back each January.
- Drop-off and pick-up appointments booked from your site
- Spanish callers answered, same price
- Last year's clients invited back
Live in 14 daysMonth to month, no setup fee
- Beside Drake, ProConnect and ATX
- Drop-off appointment slots
- Keeps your office's phone number
- Google review requests
- Two-way texting
- Answers in Spanish
Opening week
Last year's clients, booked before the doors open
In early January, each client from last year who hasn't booked gets your season kickoff by email, and by text where they agreed to texts. It carries your drop-off hours, a booking link and their organizer. By opening day, Tuesday and Saturday drop-offs are mostly spoken for. The kickoff only invites them back for this year's return, so it stays inside the rules on tax return information.
- Phone tag
- Voicemail backlog
- Paper callbacks
- Organizer attached
- Your drop-off hours listed
- Texts with consent
Across the season
What your front desk runs through the whole season
Appointments, calls, texts, reviews and payments all start at the counter. Each tab shows one of them, on the screen your staff would open.
AccrueNest · Calendar
The client's booking link
Drop-offs and pick-ups by appointment
A client takes a ten-minute Saturday drop-off online or through a texted link. The reminder names what to bring; pick-up slots open once the return is ready.
See consultation bookingAccrueNest · Calls
Your staff app
Callers routed before anyone answers
Your menu sorts callers by what they need, with its own option for Spanish, before any phone rings. Callers who hang up unanswered are texted back from the office line inside a minute.
See business phonesAccrueNest · Reviews
The review text
Reviews after each pick-up
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.
See reviewsAccrueNest · Prospects
A new inquiry alert
Off-season inquiries
Year-round offices get off-season work: an amended return, a new LLC, an IRS letter. Each inquiry becomes a card showing the service and its source, so August calls get returned.
See client pipelineAccrueNest · Billing
Paying by text
Fees settled before pick-up
Once a return is ready, the invoice goes to the client's phone and they pay it by card ahead of pick-up. AccrueNest records the payments and invoices it collects in QuickBooks Online.
AccrueNest · Reports
Your weekly numbers
Where clients came from
See each new client by the ad, search or referral that sent them, week by week through April.
See reportingAccrueNest · Inbox
What clients receive
Extension reminders
A single text reaches every client with texting consent: closed Monday for the holiday, or October 15 extensions due.
See two-way textingHours and drop-offs, explained in Spanish
A caller can open in English and finish in Spanish; both are answered, with no surcharge.
Answered in Spanish· Saturday drop-off booked
Evening call· Spanish caller
A call after closing
At 7:50 on a Thursday night, a caller asks in Spanish which documents to bring. The AI says up front it is the office's AI assistant, reads off your document list and books a Saturday drop-off.
Text thread· Confirmed in Spanish
Texts in their language
Their confirmation and day-before reminder come in Spanish, sent by your office's own number. When they reply, the text joins that caller's thread for your desk.
Call summary· Sent to you
Summaries for your staff
Your preparer opens the caller's card to a two-line note on what they needed, the full transcript below it. If it's urgent, say a deadline tomorrow, the AI rings the preparer on duty and passes the call over.
Setup
Your office ready before January's first walk-in
We do the building; your office answers a few questions, then tells us what to change.
Your season, written down
We go over your hours, your drop-off days, the fees you publish, the languages your callers speak and the tax software you keep using.
One call about how your season runs
Calendar, menu and site
We load last year's clients, write the phone menu and Spanish answers, lay out the drop-off calendar, and draft your site pages and first ads.
We build it while your office stays open
Your staff trained on it
Desk staff run test calls and test texts until the inbox feels routine. Preparers learn where call summaries and drop-off notes appear. Anyone hired for January gets a login of their own and a short walkthrough.
Training for staff and seasonal help
Live before the doors open
Day 14 switches on calls, bookings and the new site, with January's kickoff queued. Carriers set the pace for moving your old number and approving your texts.
The kickoff goes to last year's clients
Month to month, no setup fee, live in 14 days
Setup checklist
Live in 14 days
8 of 28 done
1Your season, written downDoneIn progressUp next
- Owner describes last January's busiest week
- Drop-off and pick-up days chosen
- Published fees gathered
- Which tax software stays, noted
- Languages your callers speak noted
- Google listing checked and walk-in hours confirmed there
2Calendar, menu and siteDoneIn progressUp next
- Last season's 1040 clients brought in
- Spanish gets its own menu number
- Usual questions answered in Spanish
- Ten-minute drop-off slots laid out
- Transfer of your main line filed
- Kickoff email and text drafted
- Pages written for your services and nearby towns
- Carrier approval for texts applied for
3Your staff trained on itDoneIn progressUp next
- Front desk sends a round of test texts
- Trial calls in English, then Spanish
- Preparers shown where call summaries appear
- Google calendars connected
- Seasonal help given a login of their own
- Owner signs off the review-request text
- Payment links tested by card
4Live before the doors openDoneIn progressUp next
- Day 14: calls, bookings, chat and the new site switched on
- Kickoff scheduled for January
- Ads switched on
- Owner gets a summary text after each AI call
- Weekly report starts
- Monthly call
- Season begins
Show us your busiest week in January
Bring the hours you keep, your drop-off days and five questions January callers always ask. While we talk, those turn into a calendar and a phone menu, and the Spanish greeting plays for you before you decide anything. Prices begin at $97 for one login.
Notes from the counter
Cornelius B.Owner of a CPA firm, Columbus Every callanswered in FebruaryIn February our counter line runs out the door. This year the phones still got answered, and the calendar filled from texts.
Ezequiel M.Enrolled agent, San Antonio Same pricefor Spanish callsHalf my callers want Spanish. It changes language when they do, puts the drop-off on my calendar, and texts me what they needed before lunch is over.
Annika L.Owner, bookkeeping firm, Minneapolis Year-roundinquiries trackedWe keep books all year and do returns in spring. Summer inquiries used to wait in my email; now each has a card naming who sent it.
Marguerite D.Office manager, New Orleans 10 minutesper booked drop-off slotDrop-offs used to be whoever walked in. Now clients book ten-minute slots, the reminder says what to bring, and fewer people come back twice.
Prakash S.Tax preparer at a tax office, Edison Fewer callsabout hoursI used to stop mid-return for calls about our hours. The menu and the AI take those now, and I keep preparing.
Thuy N.Client services lead, Houston, TX By Jan. 20clients rebookedThe January kickoff went out on the 6th. By the 20th, most of last year's clients had booked.
Common questions
Asked by tax office owners
Type seasonal, Spanish, drop-off or extension to narrow it.
8 questions
Is it for a seasonal tax office?
Yes. Logins decide the price, so a seasonal hire gets one in January and hands it back in May. Every plan is month to month and carries every feature.
Can I stop after April?
Yes. You owe nothing beyond the month already paid, and an email to sales@accruenest.com ahead of the next charge stops the service.
Do you prepare returns?
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, ProConnect or ATX keep doing the return, and we take the calls and the appointments around it.
Can I bring last year's clients back?
Yes. In January, last year's clients who haven't booked get your kickoff by email, and by text where they agreed, with the booking link.
Can clients book drop-off and pick-up appointments online?
Yes. Drop-offs and pick-ups get short slots on a calendar of their own. The reminder says what to bring, and the pick-up text goes out when your staff mark the return ready.
Does the receptionist speak Spanish?
Yes, with no surcharge. A caller can change language partway through and it follows.
What does a month cost us?
Each plan includes everything. The monthly price follows the headcount that signs in, starting at $97 for one person.
Who builds our website?
Our staff design and write the site, configure the software, run the ads and carry out every edit you ask for.
Often looked up
Ask before the season
Email Imogen at sales@accruenest.com about seasonal logins, your phone lines or the drop-off calendar before January.
Imogen PritchardAccount manager
Request a demo