For tax, accounting & bookkeeping firms
Stop losing clients to the firm that texted back first.
We build your website, review engine and follow-up system on one platform, for one flat $297 a month. Built by a licensed CPA, not an agency guessing at your practice.
- Month-to-month, no setup fee
- Live in 7 business days
- Your staff barely lifts a finger
Hi, this is Maple Street Tax. Sorry we missed your call! We’re with a client right now. How can we help?
Sent automatically · 4:52 PMHi! I need help with a return that has a rental property. Are you taking new clients?
We are! Here’s a link to grab a 15-min intro call this week: book.link/intro
4:55 PMThe problem
Your work is excellent. Let’s make sure more people get to see it.
Most small firms don’t have a marketing problem. They have a leak. People find you, call once, and quietly go somewhere else.
The phone rings in March. Nobody can answer it.
Voicemail doesn’t get a callback in time, and the caller books with the next firm on the list.
Your review count hasn’t moved in years.
Dozens of happy clients a season, and a Google profile that makes you look smaller than you are.
Last year’s clients hear from you once a year.
If they hear from you at all. Every client who drifts away is years of fees walking out the door.
What you get for $297/month
Seven systems. One price. Almost no learning curve.
Everything runs on one platform with one inbox and one mobile app. We build it, we maintain it, and we improve it.
Client-Ready Firm Website
A website that answers the phone for you.
Most firm websites are a brochure with a phone number buried at the bottom. Yours will tell people what you do, what it costs to get started, and let them start a text conversation with your office in one tap.
- Built to be found. Service pages written around what people actually search: “CPA near me,” “bookkeeper for small business,” “tax preparer [your town].” Clean page titles, fast load times, and the structured data Google looks for.
- Every inquiry becomes a text thread. Intake forms and a chat bubble that send the visitor an instant text confirmation and send you an alert. No more email tag to schedule a consult.
- Answers the questions your staff repeats. What to bring, how pricing works, whether you’re taking new clients. Written once, on the site, so the phone rings with better calls.
Missed-Call Text Back
Missed a call in March? They’ll get a text before they dial the next firm.
When your line is busy or it’s after hours, the caller gets a friendly text from your office within seconds. The conversation starts before they move on to the next result on Google.
- Keeps the lead you already paid for. Someone found you, picked you, and called. Losing them to voicemail is the most expensive miss in the business.
- Built for tax season. February through April is when the phone rings most and gets answered least. This works hardest exactly when your staff is busiest.
- Replies land in one inbox. When they text back, it shows up in the same inbox as your email and web chats, on your phone or computer.
Thanks for calling Maple Street Tax! Our office is closed for the evening, but we can help by text. What can we do for you?
Sent automatically · 7:18 PMDo you do bookkeeping for a small LLC? Mine's a mess from last year.
We do, and messy is normal! Want a quick call tomorrow? Pick any time here: book.link/intro
8:02 AM5-Star Review Engine
Your happiest clients meant to leave a review. Now they will.
“Sure, I’ll leave you a review” usually means they forget. When an engagement wraps up, the review engine asks for them, then follows up politely until they do it.
- Rate first, then review. Clients rate their experience first. Happy clients go straight to your Google review page. Anyone less than thrilled goes to a private feedback form, so you hear about it before the internet does.
- Friendly, spaced reminders. Up to four gentle reminders over about four weeks, then it stops. Nobody gets pestered.
- One tap to ask. Tag a client “return filed” (or enter a name and phone number) and the request goes out. No awkward in-person ask.
How was your experience with Maple Street Tax?
Instant Lead Response
Reply to every inquiry in seconds, even while you’re in a client meeting.
Web forms, website chat, Facebook and Instagram messages all get an immediate, friendly reply and a booking link. You get an alert so you can pick up the conversation when you’re free.
- Speed wins the client. People reach out to two or three firms at once. The one that answers first usually gets the appointment.
- Every channel covered. Website forms, the chat bubble, Facebook Messenger and Instagram DMs all trigger the same instant reply.
- A booking link in the first reply. Serious prospects can pick a time on your calendar without waiting for anyone to call them back.
Thanks for reaching out to Maple Street Tax, Jordan! We got your note about quarterly estimates. Want to pick a time to talk? book.link/intro
Sent automatically · 9:14 PMBooked for Tuesday at 10. Thanks for the fast reply!
Client Retention Campaigns
Your best new clients are last year’s clients. Remind them you exist.
Ready-made campaigns to your past client list, timed to the tax calendar. Rebooking in January, reviews in May, referrals when people are happiest, and a reason to hear from you in the off-season.
- January rebooking drive. “Ready to get started on this year’s return?” with a booking link, sent to everyone you served last season.
- Post-season review drive. A spring campaign that asks last season’s clients for a review while the work is fresh.
- Referral campaign. Timed for right after filing, when clients are most grateful. (Incentives only where your state board allows them.)
Add-ons
Built for the way tax season actually works.
Tax Document Chaser
Starting in January, every client gets a checklist and a link to your secure portal, then friendly reminders every week until their documents are in. When your staff marks them received, the reminders stop.
Learn more →Hi Dana, just a reminder to upload these to your secure portal:
- W-2 from employer
- 1098 mortgage interest
- 1099-INT from bank
- Childcare receipts
Get Found Locally with SEO
Most people pick an accountant from the map results. We optimize your Google Business Profile and your site so you show up there, with the details and reviews that get the click.
Learn more →Who we serve
Made for small firms, not generic “local businesses.”
Small CPA firms
One to three partners doing individual and business returns, often with monthly bookkeeping clients too. Great work, a word-of-mouth pipeline, and a website nobody has touched in years.
Enrolled agents and tax preparers
Seasonal volume that lives and dies on the phone from February to April. Missed calls and slow document collection cost the most here.
Bookkeeping practices
Recurring monthly clients where one good referral is worth years of revenue. Reviews and retention campaigns do the heavy lifting.
Tax resolution specialists
Clients who are stressed and shopping around. The firm that answers first and looks credible online wins the engagement.
Fractional CFO and advisory firms
Higher-value clients who check you out before they call. A sharp site and fast follow-up set the tone for a premium engagement.
Not sure you’re a fit?
See who gets the most out of this, and who probably shouldn’t sign up.
Who we serve →How it works
From first call to fully live in about a week.
- 1
Demo call 20 min
We show you the system running for an accounting firm, answer every question, and tell you straight whether it fits your practice.
- 2
We build it 7 business days
You fill out a short onboarding form. We write the copy, build the site, and set up every automation. As soon as your new site is live, we file your texting registration with the phone carriers.
- 3
Launch walkthrough 30 min
We walk you and your staff through everything. Your team’s main job from here: tag a client when their work is done.
A year on autopilot
Your marketing follows the tax calendar, so you don’t have to.
Rebooking drive to last year’s clients. Document Chaser starts (add-on).
Document reminders, appointment reminders, and missed-call text back at peak volume.
Final document push and extension offers for stragglers.
Review drive to the season’s clients, plus the referral campaign.
Off-season reactivation: bookkeeping, planning and mid-year reviews.
Year-end planning outreach, holiday touchpoint, next-season waitlist.
Why Cottonwood
Why we’re different. Just like everyone else, right?
Fair. Here’s what we can actually back up.
Built by a licensed CPA
Not an agency guessing at your practice. We know what tax season does to a small firm’s phone, inbox and staff.
One flat price
One monthly price covers the whole system. No setup fee, no hourly billing, no surprise invoices.
No contracts
Month-to-month. If it isn’t earning its keep, you can leave. We’d rather keep you by being worth it.
Honest expectations
This won’t triple your client list by April. It will stop you losing the clients who already found you, and help more of them find you next year.
Careful with client data
We never ask your clients to text documents or sensitive information. Tax documents go through your secure portal.
Your staff barely notices
Most of it runs on its own. The main job for your team is tagging a client when their work is done.
When will I start seeing results?
Your website, chat and email follow-up work as soon as we launch. Missed-call text back and the other texting features switch on once the phone carriers approve your texting registration, typically within a few days to a few weeks. Reviews usually start arriving within the first few weeks of asking. Search rankings take longer, usually months. And to be straight with you: if you’re hoping to pay us and never think about it again, we’re probably not the right fit. The system needs your team to tag finished work so the review requests go out.
How does this actually help my firm grow?
Do you believe more Google reviews would bring in more new clients? That texting back a missed call in February keeps that person from calling the next firm? That past clients would come back sooner if someone reminded them in January? That your happiest clients would refer friends if you asked at the right moment? If any of that sounds right, that’s exactly what this system does.
Why is it only $297 a month?
Because we’d like to keep you for ten tax seasons, not one. The system runs on a platform we’ve already built out for accounting firms, so we don’t need to charge agency retainers to make it work.
Is there a contract or setup fee?
No. It’s month-to-month with no setup fee. Your full system is built within 7 business days of signing, or your first month is free.
Why doesn’t texting start on day one?
Phone carriers require every business that texts customers to register first (it’s called A2P 10DLC, and it’s what keeps your texts from being blocked as spam). We file the registration for you as soon as your new website is live, since the carriers review it as part of the approval. Approval is up to the carriers and usually takes a few days to a few weeks. Everything else runs in the meantime, and texting switches on the moment it’s approved.
Want to see it on your own firm?
Twenty minutes. We’ll show you the whole system running for an accounting firm, answer your questions, and tell you honestly whether it’s a fit.