For accounting and tax firms

First meetings that turn into clients.

A business owner wonders who will do their taxes, what it will cost and what to bring. The walkthrough answers all three before the first meeting, with your flat fees in writing.

Done for youNo software to learnNo app to downloadEnglish and Spanish

Done for you, from

$1,497

Pay half to start. The other half when it goes live.

See the 3 packages Book a 15 minute call ▶ Watch the accounting firms sample

What your client is thinking

“I need a real accountant this year. But who will do my taxes? What will it cost? And what do I need to bring?”

That is Denise, from our accounting firms sample. Before the visit, one text with a link answers every one of those questions: who is coming, what will happen and what it will cost.

See what your client sees, right here

Tap the green Play it all by itself button and just watch and listen. This is the same link your client gets in a text, built with your company, your people and your prices. The names and companies in the sample are made up.

· Open it full screen

Tap any heading to open it.

The problems we solve for accounting and tax firms

"What will it cost?"Owners fear an open ended bill and put off calling.They see your flat fees in writing before the meeting.
"Who will do my taxes?"Owners worry about handing their books to a stranger.They meet the accountant by name and photo first, with the businesses they know best.
"What do I bring?"Clients show up without their documents, or text photos of tax forms.They get a short list, and documents go only through your secure upload link.

What your client sees on one link

Who they will meet and whenThe meeting time and the accountant's name and photo.
What to have readyLast year's return, income forms by secure upload, and their receipts.
How the meeting worksYou look at where they are, explain what needs to be done and by when, then send an engagement letter.
The price up frontYour flat fees, and what each plan includes.
Their choicesReturns only, a catch-up plan or a year-round plan.
Their Client PageDue dates, a document checklist, the secure upload link and where the return stands.

What are no shows costing you?

We filled in an example for accounting and tax firms. Change it to your own numbers. Nothing is sent anywhere.

First meetings in a week How many of those miss or cancel late Average value of one first meeting, in dollars

About a month walks out the door.

That is about a year.

A simple estimate from your numbers, not a promise. A month is counted as 4.33 weeks.

How it works

Tell us your visitPick a package, then fill in a short form: your people, your steps, your prices and your logo. About 10 minutes.
We build itYour company name, logo and colors, the voice, and the Spanish version. You get two rounds of changes.
Text one linkSend it when a first meeting is booked. Your client opens it on their phone. Nothing to download.

Packages and prices

Starter, $1,497Your 2 minute walkthrough with your name, logo, colors and a narrated voice.
Business, $2,497Everything in Starter plus Spanish, one tap approve, personal links and a weekly report.
Demo plus Voice, $3,997Everything in Business plus an AI voice assistant that answers questions.
Care plan, $97 a monthHosting and small updates. Required for Demo plus Voice.

See everything and start

Add-ons that bring in more

Add any of these to a package. We set them up for you.

Missed Call Text Back, $750 one timeWhen you miss a call, the caller gets a text right away with your walkthrough link and a way to book, then a short follow up and a handoff to your office.
Front Desk Voice Setup, $1,500 one timeA virtual receptionist answers your phone after hours and when you are busy, books by your rules, and says it is a virtual assistant. We plan the call flow, write the script and test it with you before it goes live.
Front Desk Care, $497 a monthWe watch the calls, update the script, check that every lead reaches the right person, and send you a report each month.
Tax Season Reminder Campaign, $1,200 one timeRemind past clients to book before tax season gets busy. We write the script, reach the people who agreed to hear from you, track who replies, and send bookings to your office.
Advertising Launch Kit, $650 one timeAd ideas for your trade, landing page copy built around your walkthrough, a lead magnet outline and ready campaign assets.

Texts only go to people who agreed to hear from you, and every text lets them reply STOP. Results depend on your market and your follow up.

Ask about add-ons on a 15 minute call

Questions accounting and tax firms ask

Does it give tax advice?

No. It explains your process and your fees. The AI voice assistant never gives tax advice, never estimates a refund and never says what someone owes. Your accountants answer every tax question.

Can it show our real services and flat fees?

Yes. Your services, fees and wording become the content. You approve every word.

Does it ask clients for Social Security or bank numbers?

No. It never asks for Social Security numbers, tax IDs or bank numbers, and tells clients to send documents only through your secure upload link.

How does it cut no shows and late cancellations?

Most no shows happen because people are unsure: who is coming, what will happen, what it will cost. The walkthrough answers all three before the visit, so they show up ready instead of canceling.

How much does it cost?

Done for you, from $1,497 one time: half to start and half when it goes live. Business is $2,497 and Demo plus Voice is $3,997. The optional Care plan is $97 a month.