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Professional offices
Tax preparers: bring last year's clients back.
Most of your work comes from returning clients. We remind them before the season, follow up on inquiries and ask satisfied clients for reviews.
Plans from $279/mo, texting included. Want ads too? System+ is $697/mo with $200/mo in ad spend included, and System++ is $897/mo with $400/mo. A short sign-up form, then secure checkout.
Where tax preparation offices lose work
- Returning clients forget you and go to a chain.
- Calls come in while you're with a client.
- Few clients leave a review.
When we reach back out for you
- January: A 'ready when you are' note to returning clients.
- Before the deadline: A last-call note.
- After filing: A thank-you and review ask.
- Fall: An extension and planning check-in.
Example message
A note on rules
Advertising and client-contact rules for financial and tax professionals vary. Messages stay general, with no account, tax or financial details, and you approve the wording before anything goes out. We make no performance claims. Check your own compliance guidance on reviews and testimonials.
Also included
Calls answered when you can't
Answers when you can't, day or night, and emails you the details. How it works
Texting and email
Follow-up and reminders go out by text and email, from your business's name, to customers who opted in. Texting is included in every plan.
Reviews
Review and referral asks after jobs. Each new review gets a drafted reply you approve. How review replies work.
Monthly scorecard
A short message with a private link. No new dashboard.
Three plans. Pick what fits.
System
Calls answered when you can't, every lead and quote followed up, past customers brought back, reviews and referrals asked for, your Google profile kept up, and your website. Simple online setup, real support and a plain report every month. Billed monthly. Texting is included, and it covers missed-call text-back, review asks, reminders and replies. Customers opt in, and anyone can reply STOP anytime. Google profile updates start after you add us as a manager on your profile.
Start with SystemSystem+
Everything in System, plus ads run for you under your shop's name, aimed at the jobs you want more of. $200/mo in ad spend is included. We pay for the ad spend directly, so there's no separate ad bill. Billed monthly.
- Ads built from your own job photos and clips
- Set up to get form fills, not cheap clicks
- Ad results in your monthly report
System++ · $897/mo Everything in System+, with $400/mo in ad spend included instead of $200. We pay for the ad spend directly, so there's no separate ad bill. Billed monthly.
Start System++Texting is included in every plan. Premium targeted postcards are the only add-on, billed separately. You choose who gets them: homeowners, home value and age, recent home buyers, or your own past customers. See postcards. We don't promise leads, calls, jobs or rankings. You own your site, your list and your data.
Straight answers
Do you file or advise on taxes?
No. That stays with you. We handle reminders, reviews and calls.
Is texting extra?
No. Texting is included in every plan. Premium targeted postcards are the only add-on, billed separately. We text only customers who opted in.
Do you work with shops outside my area?
Yes. We work with local businesses nationwide, not just one region. Setup is online and support is by email and phone.