Stop Losing Clients to Voicemail.
Answers texts and messages 24/7. Missed calls get a text back. Qualifies new clients, schedules consultations, answers common questions.
SalesPartner
Accounting Assistant
- Texts & Messages Answered
- 24/7
- Saved Per Week
- 15+ hrs
- Missed Client Cost
- $0
- Texts & Messages Answered
- 24/7
- Saved Per Week
- 15+ hrs
- Missed Client Cost
- $0
Focus on Numbers.Not Phone Tag.
While you were preparing returns, five new prospects scheduled consultations. No lost leads. No voicemail tag. Just appointments on your calendar.
Tax season ringing off the hook?
Tax Season Phone Chaos
March hits and your phone won't stop. While you're on one call, three more go to voicemail. Each missed call is a potential $2,000+ client walking to another firm.
Same Questions, All Day
"What documents do I need?" "When's the deadline?" "Do you handle payroll?" You answer the same questions 50 times a week instead of doing billable work.
Prospects Want Speed
A business owner searches for a CPA, finds your website, calls. No answer. They call the next firm. By the time you call back, they've already booked elsewhere.
After-Hours Inquiries Lost
Small business owners work nights and weekends. They research accountants at 10pm. Your office is closed. That lead is gone before Monday morning.
Your Sales Partner for Accounting
Every channel covered. Handles clients however they reach out.
Texts Back Every Missed Call
Calls ring your team. If you miss one, the caller gets a text back within a minute. SalesPartner asks your questions and books the consultation by text.
Knows Your Website
Learns your services from your website. Shares links to document checklists, pricing info, and service pages with prospects automatically.
Books Consultations 24/7
Checks your actual calendar availability, offers times, confirms the appointment. Works nights and weekends when you can't.
Qualifies Before You Talk
Business type, revenue range, services needed, timeline. Every prospect is screened so you only spend time on qualified leads.
You Crunch Numbers. We Fill Your Calendar.
Close the Books, Not the Phone
While you're finishing a client's return, the next prospect is already qualified and scheduled.
Tax Season Without the Chaos
Every message answered. Every missed call texted back. Every prospect scheduled. Even when you're buried in returns.
Only Talk to Qualified Clients
Business type, revenue range, services needed: all confirmed before you pick up the phone.
Bill more hours. We handle the rest.
The Full Platform
Everything you need to handle accounting firm leads
Conversations
Natural conversations via text, email, WhatsApp, Messenger, Instagram, Telegram, and web chat. Sounds like you, not a robot.
Scheduling
Automated consultation bookings straight to your calendar. No back-and-forth.
Lead Qualification
Business type, revenue, services needed. Know who's qualified before you call.
Missed Call Text-Back
Calls ring your team. A missed call gets a text back within a minute.
Omnichannel
Text, email, WhatsApp, Messenger, Instagram, Telegram, web chat. One inbox for all conversations.
Visual Intelligence
Understands tax documents and receipts clients send you.
Analytics
Track lead sources, response times, and conversion rates.
Outbound Prospecting
Tell it who you want to reach. It finds real businesses and sends a real email sequence.
Self-filling CRM
The contact record is written as you go. Nobody spends the evening on notes.
Customer Feedback
The job is finished, so your customer gets a message asking how it went.
Works With Your Tools
Connect your CRM and calendar in 30 seconds
Questions from Accounting Firms
What It Really Costs
- •Benefits add 20-30% on top
- •Limited to 40 hrs/week
- •2-3 months before productive
- •Sick days, PTO, turnover risk
- ✓Works 24/7/365
- ✓Productive from day one
- ✓Handles unlimited leads
- ✓Never calls in sick
Per employee. One SalesPartner handles the work of multiple hires.
Ready to stop losing clients?
Talk with our team. See how SalesPartner handles your leads.
Book Intro Call