Turn Visitors into Qualified Leads
AI handles the intake. You get pre-qualified clients with complete tax profiles.
Your Time Is Too Valuable for This
Every hour spent on low-value tasks is an hour not spent growing your practice.
Time Lost on Basic Questions
Answering the same intake questions over and over.
Every minute on repetitive tasks is a minute not spent on billable work.
Losing Leads to Competitors
Website visitors leave before you can even talk to them.
Each lost lead could have been a $2,000+ client relationship.
Manual Intake Killing Productivity
Paper forms, emails, phone calls—scattered client data.
You became a CPA to solve problems, not shuffle paperwork.
What if your website worked for you 24/7, qualifying leads while you sleep?
Turn visitors into qualified tax leads.
Estimate how many qualified leads your branded assessment can deliver each month.
Your Situation
From your website, ads, referrals, and email links.
Percent of visitors who submit contact info.
Your Potential Impact
Delivered with intent scoring + contact details.
Assumes a conservative 20% close rate • Avg revenue/client: $750
Assumes ~60% qualify after intake scoring and ~20% close rate.
Estimates only. Results vary by traffic and offer.
Your Complete Lead Generation System
Everything you need to turn website visitors into qualified, paying clients.
Pre-Qualified Lead Capture
$500Visitors become qualified leads with complexity scores
Automated Client Intake
$300Complete tax profiles delivered automatically
Intelligence Dashboard
$200Track leads, analyze patterns, optimize conversions
24/7 Lead Generation
$400Your website works while you sleep
Total Value
See real results before committing. No obligation.
What Early Adopters Are Saying
We're just getting started, but tax professionals are already seeing results.
"We went from spending 30 minutes on initial consultations to having clients arrive with complete tax profiles. The ROI is incredible."
David Chen, CPA
Chen Tax Advisory
"The lead intelligence tells me exactly what each prospect needs before I even talk to them. I can focus on high-value clients."
Maria Rodriguez, EA
Rodriguez Tax Services
"My website used to be a digital brochure. Now it's a 24/7 lead generation machine. Best investment I've made in years."
Robert Williams, CPA
Williams & Associates
From Visitor to Client, Automatically
See the transformation that happens when AI handles your lead intake.
First Lead in 48 Hours
See qualified leads with complete tax profiles appearing in your dashboard.
Pipeline Builds Itself
Your website becomes a lead machine. Qualified prospects arrive pre-informed.
Higher Close Rates
Clients arrive prepared with complete profiles. Consultations become closings.
Practice Transformation
More revenue, less admin. Focus on high-value work that matters.
Join hundreds of CPAs who've modernized their practice
Join hundreds of tax professionals