AI-Powered Marketing Agency
Marketing forAccounting & Tax FirmsWin Tax Season. Keep Clients Year-Round.
AI-powered marketing automation built specifically for accounting & tax firms. More leads, more revenue, less manual work — all delivered by AI, no account managers required.
Sound Familiar?
Tax-season call volume explodes from Feb–Apr and your front desk cannot keep up
Small-business owners shopping for a bookkeeper call 4 firms — the first to respond usually wins
One-time tax clients never come back for quarterly bookkeeping or advisory because nobody follows up
IRS letter, audit, and back-tax callers are panicked and need answers, not voicemail
Big-box tax chains (H&R Block, TurboTax) rank above local firms for 'tax preparation [city]'
How We Fix It
Every solution below is automated, runs 24/7, and requires minimal involvement from you or your staff.
AI Voice Receptionist (Service-Tier-Aware)
Holland identifies service need — personal tax, small-business, payroll, bookkeeping, advisory, audit defense — captures entity type and revenue range, books the discovery call, and pre-collects organizer docs via secure portal before the meeting.
Local AI Search Optimization
Rank for 'CPA [city],' 'tax preparer [city],' 'small business accountant [city],' 'bookkeeper [city],' and AI-search queries like 'do I need a CPA or tax preparer.' Pull local high-intent searchers before they pick a chain.
Tax-Season-to-Year-Round Nurture
Tax-season clients become quarterly bookkeeping and advisory clients when they're nurtured right. Our sequences cross-sell bookkeeping, payroll, and advisory services at the moments clients are most receptive — April 16, quarter-end, and year-end planning.
Review Autopilot
After every filed return and closed engagement, trigger a review request. CPA firms with 80+ Google reviews dominate local searches — most firms have zero reviews because partners forget to ask.
Smart Website (Credentials-Forward)
CPA license badges, PTIN, industry specialties (medical, real estate, construction, etc.), pricing transparency, secure-portal client login, and online appointment booking. Built to win the trust comparison against big-box chains.
Simple, Transparent Pricing
No long-term contracts. No hidden fees. Cancel anytime.
Basic Website
Professional web presence, built and hosted for you.
or $470/yr (2 months free)
- 1–3 pages (home, about, contact)
- Up to 750 words of professional copy
- Mobile-optimized, fast-loading
- Your phone number + email displayed clearly
- SSL security + hosting + daily backups
- Custom domain connection (or free subdomain)
- Help Center with 100+ step-by-step guides
- Live in 5 business days
Smart Website
Everything in Basic plus the growth engine.
or $1970/yr (2 months free)
- Everything in Basic
- Click-to-call button
- Contact + lead capture forms with email & SMS alerts
- Self-service dashboard — edit anything, anytime
- Up to 15 pages
- Up to 3,000 words of professional copy
- Keyword Research Engine — 50 local keywords
- New AI-written blog post every week
- FAQ that grows on its own
- AI search optimization (ChatGPT, Perplexity, Google AI)
- Advanced schema markup
- Monthly performance report
Smart Site + Voice
Never miss a lead. Holland answers 24/7.
or $2970/yr (2 months free)
- Everything in Smart Website
- 24/7 AI Voice Receptionist (Holland)
- Niche-trained knowledge base
- Dedicated business phone number
- Knowledge base auto-updates from your site
- SMS booking confirmations
- Guided Google Business Profile setup (normally $97)
Full Stack
The entire growth engine on autopilot.
or $3970/yr (2 months free)
- Everything in Smart Site + Voice
- Review Autopilot — automatic review requests
- New-Client Nurture drips (SMS + email)
- Local SEO & AI Search content strategy
- Guided Google Business Profile setup included
- Priority AI support in dashboard
$0 setup · month-to-month · cancel anytime · all services fully automated
Hear It Before You Buy It
Try a live AI voice demo customized for accounting & tax firms — right in your browser, no signup needed.
🎙 Try the Live DemoFrequently Asked Questions
Do you work with solo CPAs, regional firms, and multi-location practices?
All three. Solo practitioners, 5–50-person regional firms, and multi-state practices — we tune messaging, SEO content, and AI scripts to your actual service mix and client profile.
Can the AI handle sensitive tax questions?
Holland is configured with strict guardrails — she never gives tax advice, quotes dollar figures, or comments on specific returns. She captures the situation, books the consult with a licensed professional, and pre-collects the right docs so your CPA's time is spent on the hard parts.
How do you keep clients between tax seasons?
Quarterly nurture sequences, proactive advisory content, entity-type-specific newsletters, and review-request triggers at natural client touchpoints. Most firms lose clients to inertia — we give every client a reason to stay engaged year-round.