FAQ
Straight answers.
If your question isn’t here, ask us on a demo call or send an email.
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.
Do you handle my clients’ tax documents?
No. We never ask your clients to text documents or sensitive information. The Tax Document Chaser only sends reminders that point to your own secure portal, so documents stay where they already live.
Will this work with the software I already use?
Yes. It sits alongside your tax software, your client portal and QuickBooks. It handles the front door (calls, texts, reviews, your website and follow-up) and doesn’t replace anything you use to do the actual work.
Do I have to learn a new system?
Barely. There’s an inbox and a mobile app for replying to messages, and a way to tag a client when their work is done. We walk you through it on a launch call, and we handle everything else.
What happens if I cancel?
You can cancel any time, and service ends at the end of that billing month. Your client list is yours, and we’ll export your contacts for you.
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.