The AI Accelerator for CPA & Tax Firms.
Custom website. Missed call text back. Automated reviews. AI lead follow-up. Built for firms that want to grow beyond tax-season panic and inconsistent referral flow.
Your clients love you. You're still chasing tax-season surges instead of steady revenue.
- 60% of calls to your firm go unanswered during peak tax season
- Website looks 'professional' but doesn't convert visitors into consultation requests
- Happy clients refer friends, but nobody ever leaves a Google review
- Advisory-ready clients keep using you for annual tax prep because they never hear about your monthly services
- Competitors are running ads while your firm relies on retention alone
The complete marketing system. One monthly price.
Every feature works together. Every consultation request routes to your phone. Every review goes on autopilot.
Custom AI-Built Website
A firm website that actually turns visitors into booked consultations. Separate intake paths for tax prep, bookkeeping, payroll, and advisory — each one texts you the moment a prospect requests a call.
Missed Call Text Back
Capture prospects who call during a client meeting. The system auto-texts the missed caller within 60 seconds so they stay engaged with your firm instead of moving on to the next CPA on Google.
Automated 5-Star Reviews
Turn happy clients into compounding Google reviews. After every return filed or close-out handoff, the system asks for a review and follows up four more times if the client doesn't respond.
AI Lead Follow-Up
Nurture tax-season leads into year-round advisory clients. Every form submission or call gets an instant SMS confirmation, then a reminder cadence that introduces your bookkeeping, payroll, and fractional CFO services.
$497 a month. No setup fee. No contracts.
Starting at $297/mo (Lite) or $497/mo (Pro with AI Voice Agent). No setup fee. No contracts. Cancel anytime.
Turn tax-season surges into year-round consultation flow.
Ready to go beyond the subscription? My Ads, Copy & Funnels service builds full consultation-funnel campaigns designed specifically for tax prep, advisory, or fractional CFO services — Google Ads, Meta ads, landing pages, nurture sequences.
Your firm could be growing year-round.
Book a 30-minute demo. You'll see a live AI Accelerator built for CPA firms and how it would plug into your practice.