Accountants & bookkeepers
Win new clients without adding to your inbox.
Most firms already have practice-management software. What many lack is a website that brings in clients and a front desk that responds. We build both and connect them to the tools you already use.
What we set up
A website that brings in clients
Service pages for tax, bookkeeping and payroll, built to show up in local search.
An AI front desk
Answers common questions, books consultations and sends new-client intake to your system.
Works with your software
Leads and appointments flow into TaxDome, Karbon or your current tool, so documents and deadlines stay there.
Handled with care
Tax and financial documents are sensitive, and tax preparers must have a written security plan under the FTC Safeguards Rule. We review your plan and our part in it before we build, and we recommend keeping returns and Social Security numbers in your existing practice-management tool, such as TaxDome or Karbon. You stay responsible for your own obligations.
See it working
Browse a real accountants & bookkeepers website, then see the owner dashboard behind it.
How it works
- Step 1
Tell us about your business
A short call or the free AI check-up. No jargon.
- Step 2
We set it up
Your site, customer system and assistant, with your branding and your data.
- Step 3
You go live
We train you and your team, then keep everything running.
Under the hood
Pricing
Because this work involves sensitive records, we scope it with you first. We start with a two-week discovery sprint ($2,500), then build to a fixed price. After launch, a care plan covers hosting, security and support. Non-profits save 35%.
See where AI fits your business
Five minutes, free, and written in plain English.
Start the AI check-up