For CPA firms
In tax season the phone never stops. The callers who hit voicemail mostly never leave one.
This doesn't replace you on the phone. It catches the calls that were going to voicemail anyway and buys you time to be the one who calls back.
The problem
Where the client leaks
The season multiplies the volume
From January through April, call volume runs several times what it does in July, and most of it lands in a midday window. No front desk sized for the off-season can pick up all of it.
Voicemail is where new clients disappear
Most season callers who reach voicemail hang up without leaving one. They call the next firm on the list, and you never knew they called.
New clients get the worst of it
Your existing clients have your cell. The caller who hits voicemail is a new small business or a referral from a client who trusts you, the kind of relationship worth the most over the years.
The extension crunch does it again
September 15 to October 15, same problem, shorter window. Two seasons a year where the leak is widest and nobody has time to plug it.
What we do
What the system does about it
- 01
A text back the moment a call rings out
The caller gets a text within a minute: sorry we missed you, are you a current client or looking for a new accountant, and what do you need help with.
- 02
New-client intake, sorted before you call back
Individual or business return, bookkeeping, back taxes, which state, which deadline. The basics are collected so you call back knowing who's on the line. It never gives tax advice. Anything about their situation is handed to you.
- 03
A consult booked, or your client handed to you
New inquiries book a slot on your calendar and land in one pipeline. Current clients are identified and passed to you or your staff. The system doesn't get between you and the people who already have your number.
- 04
Built in the slow months, never mid-crunch
We don't launch during a season. The system is built and tested in the quiet months so it's already running, in your voice, when January hits. You learn nothing new while the phones are ringing.
Third-party numbers
Not our numbers. We don't have a client roster to point at yet.
When to start
Build windows are May through August and mid-October through December. If you're reading this in March, book the call for after the deadline. We'd rather start when you can pay attention than sell you something you can't set up.
A note from the founder
“My mom is a CPA. I grew up watching her office miss calls every March and hearing about the ones that never called back. That's the problem this was built for.”
Andrew Deng, founder
Questions
What CPA firms ask us
My clients expect me to answer, not a text.
Your existing clients still get you. This doesn't touch anyone who already has your number. It catches new inquiries you'd otherwise miss entirely during the crunch, and gets you their details so you can still be the one who calls back personally.
We're too busy in season to set anything up.
Agreed, which is why we won't launch during one. We build and test in the slow months so it's running before the next crunch, instead of you learning something new while the phones are ringing.
Will it give tax advice?
No. It collects the basics of what someone needs and books the call. Anything about a person's actual situation goes to a CPA, meaning you.
Is texting people back like this allowed?
It only ever responds to someone who called or messaged your firm first. That's consent-based communication, the ordinary way a business replies to its own inbound leads, not the cold outreach that TCPA restricts.
Want to hear what it would say to a caller at noon in March?
A short call, scheduled for whenever your season allows. We look at how calls reach you now, what happens when they ring out, and whether this is worth doing. If it isn't, we'll say so.