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Lead follow-up for accounting and bookkeeping firms

Reply to every lead in under a minute and keep the conversation going. Lead follow-up set up for accounting and bookkeeping firms, connected to Karbon, TaxDome or Canopy, and run for a flat monthly fee.

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The time you get back

Typical weekly savings for accountants using Super Intelligence (SI) automation.

  • Following up on client documents8 3 hrs a week
  • Answering status emails4 1.5 hrs a week
  • Sending engagement letters2 0.5 hrs a week
  • Invoicing and payment reminders3 1 hr a week
  • Screening new prospects2 0.5 hrs a week

How it works

  1. A lead arrives

    Leads from referrals, Google and your website all route into one pipeline with their source recorded.

  2. They hear back in under a minute

    A personal text and email confirm you got their request and ask the one or two questions your team always asks.

  3. Follow-up keeps going

    If they don’t reply, a spaced sequence runs for about two weeks and stops the moment they respond.

  4. Ready leads alert your phone

    When the prospective client asks for a discovery call or a price, your team gets an alert right away.

  5. Every lead tracked

    A weekly list shows every open lead and where it stands.

At a glance

Typical time saved
4–10 hours a week
Time to launch
1–2 weeks
Connects to
Karbon, TaxDome or Canopy

Speed wins business. We connect every lead source to one system that replies within a minute by text and email, then runs a follow-up sequence that stops the moment the lead responds and alerts your team when someone is ready to talk.

Ground rules

Client financial documents travel through your existing secure portal. The automation sends requests and reminders, never the files themselves.

Every message identifies your business and includes an easy opt-out, and we keep sending within the consent rules for texting.

Questions

Will it work with Karbon, TaxDome or Canopy?

In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly; if not, we use email parsing or a synced calendar. We confirm it in the free audit before you pay anything.

How often does follow-up go out?

The sequence spaces messages out over two weeks, stops on any reply, and every text has an opt-out. Most people appreciate a business that actually gets back to them.

Can it handle leads from several sites?

Yes. Forms, ad platforms, directories and email leads all land in one inbox and one pipeline.

Related

More for accounting and bookkeeping firms

Lead follow-up in other industries

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