Pricing
One price. No surprises.
Accountants hate surprise invoices as much as their clients do. So there’s one plan, one number, and no contract.
Client Capture System
$297/month
Month-to-month · No setup fee · Cancel anytime
- Client-Ready Firm Website a site that turns visitors into conversations
- Missed-Call Text Back every missed call gets a text in seconds
- 5-Star Review Engine more 5-star reviews, on autopilot
- Instant Lead Response every inquiry answered in seconds
- One Inbox texts, email, Facebook and Instagram in one place
- Firm Phone Line a business number that tracks every call
- Client Retention Campaigns bring last year’s clients back in one click
- Results dashboard calls captured, reviews requested and received
- Ongoing updates we maintain and improve the system for you
Our guarantee: your full system (website, review engine and every automation) is built within 7 business days of signing. If we miss it, your first month is free. Texting switches on as soon as the phone carriers approve your firm’s texting registration, which we file as soon as your new site is live.
Add-ons
Add them when you’re ready. Priced on the demo call.
Tax Document ChaserDocuments in, without the chasing
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.
- Returns start sooner
- Your portal holds the documents
- Escalates on its own
- An extension nudge before the deadline
Get Found Locally with SEOShow up when they search “CPA near me”
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.
- Google Business Profile tune-up
- On-page SEO
- Directory listings
- Regular profile posts
- Plain-English reporting
Is it worth it?
Do the math on one client. A typical individual return client stays with a firm for years. One new client a season, or one past client who comes back instead of drifting away, more than covers the year.
Pricing questions
The fine print, in plain English.
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.
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.
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.
What happens next
What working with us looks like
- 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.
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.