FOR OWNER-LED CPA & ACCOUNTING FIRMS
A CLIENT INTAKE SYSTEM BUILT AROUND YOUR PRACTICE.
Screen new prospects, route existing clients and control who reaches your calendar.
Meets your criteria → can book directly with a senior advisor
Qualified for Direct Booking
Prospect meets your criteria. Can book a consultation directly.
SMS & Email invite + custom firm prep notes sent instantly.
24h & 1h dual-channel reminders with 1-click self-service rescheduling.
Eliminates unbilled partner wait time and empty calendar slots.
SEE HOW THIS WOULD WORK FOR YOUR PRACTICE
We'll review your current intake path, team structure and calendar routing.
ONE INTAKE SYSTEM. TWO DEPLOYMENT PATHS.
KEEP YOUR WEBSITE. OR UPGRADE IT.
The intake system works with the website and software you already use. Keep your current site, or upgrade it separately if the firm needs a stronger client-facing presence.
ADD THE INTAKE LAYER. KEEP EVERYTHING ELSE.
Your intake system can live at intake.yourfirm.com or start.yourfirm.com and connect to your existing website and calendars. No website migration or rebuild is required.
- Existing website stays in place
- Existing tax and practice software stays in place
- Existing client portal stays in place
- Replace or supplement "Contact Us" with structured intake
BUILD THE CLIENT EXPERIENCE AROUND IT.
If the existing website no longer reflects the quality of the practice, we can build a custom premium Conversion & Authority Website around the intake system for stronger positioning, conversion, search visibility and AEO.
- Custom premium design
- Conversion + authority architecture
- Search + AEO optimization
We'll review the intake setup that fits your practice and existing systems.