An accounting website that qualifies clients before the first call.

• Every firm's website says the same thing

  "Trusted advisors committed to excellence." A freelancer, a restaurant owner and a growing startup can't tell from that whether you understand their situation, so they pick on price.

• Tax season buries the new enquiries

  In the months you're busiest, new prospects email asking whether you take on clients like them. Replies slip by days, and the ones who wanted help now find someone else.

• Discovery calls with the wrong prospects

  You spend thirty minutes learning that someone needs a service you don't offer or a budget you can't meet. A few honest questions before the call would have saved both of you the time.

• Home

  Names the clients you serve best, what changes for them when they work with you and a button to book a discovery call.

• Services

  Bookkeeping, tax preparation, payroll and advisory explained in plain English, including what's included and what isn't.

• Who we work with

  Sections for the client types you specialize in, so a prospect immediately sees whether you're a fit.

• How we work and pricing

  Your engagement process and how fees are set, whether fixed monthly, per return or by quote. This filters out mismatched prospects early.

• Book a discovery call

  A short intake form plus a calendar of the slots you reserve for new client calls.

• About the team

  Credentials and backgrounds of the people who'll handle the work, which matters in a profession built on trust.

• Do you work with freelancers and sole proprietors?

  Yes, self-employed clients are one of the groups we work with most. The Who we work with page explains what we typically handle. Want me to book you a discovery call?

• I'm behind on my tax returns. Can you help?

  That's a common reason people get in touch. The specifics depend on your situation, so the best step is a discovery call. If you share your name, email and a short summary, I'll pass it to the team.

• What do your services cost?

  Our pricing page explains how fees are set for each service. For an exact figure the team needs to understand your situation, which is what the free discovery call is for.

Example answers. Your chatbot answers from your own business information. How the chatbot works

• Discovery calls in reserved slots

  Set aside specific hours for new client calls, choose the call length and notice period, and mark filing deadlines as busy days so nobody books into them.

• Intake that asks the qualifying questions

  A callback or consultation form asks for business type, services needed and current situation. Every submission lands in one leads inbox with a notification.

• From prospect to engaged client

  Track prospects through stages like discovery call, proposal sent and onboarding. Tag clients by service, set follow-up tasks with email reminders and import your existing client list from CSV.

• First answers, without advice

  The chatbot answers questions about your services, client types, process and fees from the information you provide, and hands each conversation to your team with the visitor's details.

• Firm email on your domain

  Give each team member an address with a full inbox, labels and forwarding rules, on your own domain once it's connected.

• Onboarding steps that don't get skipped

  When a prospect moves to engaged, an automation can draft a welcome email, add a note to their record and create the onboarding tasks your team follows.