✓VisitWalkthrough
Accounting firm demo

Need help with your taxes? One link answers every question.

Watch Denise get ready for her first meeting with an accountant from one link the firm texted her. Easiest way: click the green Play it all by itself button and just watch and listen. A voice explains every step. Denise, Theo Marsh and Quillmere Tax and Accounting are made up. This sample is not tax advice.

Before your visit, we text you one link. It shows who you will see, what will happen, and what it will cost. No surprises.

See the visit page

⬇ Suggested: start right here

It plays the whole story with sound. You do not need to tap anything.

Or go at your own pace and tap Next after each step:

📝Denise's notes
My business taxes Receipts in a shoe box
Who will do my taxes? Not sure
What will it cost? No idea
What do I bring? Worried
QQuillmere Tax and Accounting
Hi Denise,
Your first meeting is booked

Tuesday, 4:00 PM

At our office or by video, about 30 minutes.

Your link Opens on any phone. No app.
QYour accountant
T
Theo Marsh, CPA16 years with small businessesMost of his clients run service businesses
🔒 Your information stays private with our firm.
QWhat to have ready
1Last year's tax return
2Income forms and bank statements, by secure upload only
3Your receipts, even if they are in a box
QHow the meeting works
Step 1We look at where you areLast year's return and your books
Step 2What needs to be doneAnd the due dates
Step 3A written engagement letterNothing starts until you sign
QThe price

Sample fees for a made-up firm. Not tax advice.

First meeting
Free

Every service has a flat fee, in writing, before work starts. No surprise bill.

QYour choices

Sample flat fees for a made-up firm.

Business and personal returns$650Both returns, prepared and filed.
Catch-up plan$1,400Adds catching up your bookkeeping first.
Year-round plan$250 a monthMonthly bookkeeping with both returns included.
QApprove
Your choice Catch-up plan $1,400
Next Engagement letter and secure upload link.
Next we send your engagement letter and your secure upload link.

Sample flat fees for a made-up firm.

🎤Have a question?
Talk with Greta

Greta can answer questions about your meeting day or night.

Greta is a virtual helper. She does not give tax advice and never asks for your Social Security or bank numbers.
🎙 Ask Greta a question
QYour Client Page
Your taxes, on your phone
✓Your due dates
✓A checklist of documents
✓Your secure upload link
✓Where your return stands
Ask Theo at your meeting
QReturns filed

Sample details for a made-up firm.

FiledBusiness and personal returnsCopies of your returns are attached.
Filed on The date is on your Client Page
Quarterly payments We send a reminder before each one
✓Denise is ready

She knows who

Theo Marsh, Tuesday at 4 PM.

She knows the cost

Flat fees, in writing, before work starts.

She got answers

Without calling the office.
Greta is listening

What you hear

Step 1 of 9
👇 Tap Next to keep going

Prepared clients. More first meetings that turn into signed engagements.

  • The meeting time, the accountant and every flat fee, before the first meeting.
  • A link you can text to any client. Works on any phone, no app.
  • A voice that answers questions, day or night.
  • English and Spanish, one tap approvals, and review requests built in.
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Made by Visit Walkthrough. Denise, Theo Marsh, Greta and Quillmere Tax and Accounting are made up, and so are the fees. This sample is not tax advice. Your demo uses your firm, your steps and your fees. Questions: [email protected]