Never miss a client this tax season.
Your full client acquisition engine: get found, book online and follow up every lead automatically. Built for you, live in 14 days.
Three jobs, done for you, all season.
Get found first
When people search "tax preparer near me", your practice shows up, on Google and in AI answers.
New mobile-first website · Google Business Profile optimisation · Local SEO + AEO, managed monthly
Never lose a caller
Missed calls get an instant text back. New clients book and fill in intake online, day or night.
Missed-call text-back · Online booking + intake forms · Instant replies · Payment links
Fill the calendar
Last year's clients are reminded to book. Every lead is followed up. Reviews come in after filing.
Email + SMS follow-up · Past-client reactivation · Reminders · Review requests · Monthly report
Same system. Less than half the price.
| First 12 months | Regular | Founding offer |
|---|---|---|
| Setup fee | $1,000 | $0 · waived |
| Monthly | $599 | $299 |
| Texting, follow-up & reactivation | Higher plans only | Included |
| Total | $3,588 |
Pay yearly upfront ($2,990) and you save $5,198.
Do the maths with your own fee.
Every client after that is growth.