Financial Services
Tax season shouldn't mean
dropping leads. Ours makes sure you don't.
Your busiest weeks are when new clients slip through — overwhelmed staff, full voicemail, unanswered emails. We install systems that scale with your peak volume without hiring, and handle every inquiry within 60 seconds.
The problem
The numbers don't lie.
Tax season and deadline surges create intake volume that any human staff will drop. Lost leads during peak weeks are revenue that never comes back.
40%
Peak-season abandonment
of inbound leads go unanswered at mid-size accounting firms during peak filing weeks.
After 5pm
When most new inquiries arrive
The majority of new business inquiries to CPA and advisory firms arrive outside business hours — evenings, weekends, and tax-season Sundays when no staff is reachable.
78%
Prospects hire the first to respond
In professional services, 78% of buyers choose the first firm that responds to their inquiry. In accounting, where trust is everything, first contact defines the relationship.
Source: Lead Response Management research (Velocify / InsideSales.com)
What we install
Built for accounting firms and advisors.
Systems that scale with your busiest weeks — not by hiring, but by automating the intake and follow-up work that consumes your staff's time year-round.
AI Intake Assistant
Qualifies leads, captures service needs, and schedules consultations — without your team touching it. Every inquiry gets a response within 60 seconds.
Seasonal Surge Handling
Scales intake capacity during tax season and deadline periods without seasonal hiring. Same quality response at 10× the volume.
Document Request Follow-up
Automated sequences for outstanding client items — keeps engagements moving without manual follow-up calls and emails.
Appointment Reminders
Reduces no-shows for high-value client meetings. Automated reminders with rescheduling options so your time isn't wasted on missed appointments.
The model
You only pay when your numbers improve.
Before any system goes live, we export 60 days of your financial data and lock a cryptographic baseline. Every monthly invoice shows the delta between your current performance and that locked baseline.
No improvement, no invoice. Month-to-month. No long-term contracts.
Illustrative example
What this can look like.
This is a hypothetical scenario — not a real customer. It illustrates how the model typically plays out for a financial services firm.
HYPOTHETICAL SCENARIO — NOT A REAL CUSTOMER
A 3-partner CPA firm in Chandler, AZ — losing 40 leads per week during the March–April filing crunch
A three-partner CPA firm specializing in SMB tax preparation was fielding roughly 80 inbound inquiries per week during peak filing season — January through April 15. Their front desk handled intake and scheduling, but from March 1 onward, the staff was fully consumed by existing client work. New inquiries went to voicemail or sat in an email queue for 48–72 hours. An estimated 40 of those 80 weekly leads were lost before anyone responded.
We installed the AI intake assistant to handle all inbound calls, web form submissions, and email inquiries 24/7 — specifically configured for tax and advisory service triage. The assistant qualifies by service type (personal vs. business, new client vs. existing), captures relevant timing details, and books a 20-minute consultation directly into partner calendars. Document request follow-up sequences were layered in to reduce the back-and-forth that was consuming 2–3 hours per partner daily.
In this scenario, zero leads drop during peak season — every inquiry is responded to within 60 seconds regardless of staff availability. Intake processing speeds up 3× because qualification happens before the partner call. Document chase time drops roughly 80% through automated follow-up sequences. The performance fee applies only on the net-revenue delta above the locked baseline — the firm pays nothing until the improvement shows in their books.
0
Dropped leads during peak season
3×
Faster intake processing
−80%
Document chase time
Questions
Financial services, answered.
How do you handle sensitive financial data during intake?
Do you work with solo CPAs or only larger firms?
How does this scale for tax season?
What's the commitment term?
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