Our clients expect a professional relationship, not automation.

They expect a reply. Automation covers the enquiry, the booking and the reminder — the advice and the relationship stay entirely yours, with more time for both.

Can it handle confidential information?

It captures contact details and the nature of the enquiry, then books. Financial detail is exchanged through your existing secure channels, not the chat.

Is it useful outside tax season?

That is when reactivation runs — offering advisory work to the clients you already have, which is the highest-margin revenue in the practice.

Tax · advisory · bookkeeping

Enquiries in.
Clients booked.

New client enquiries arrive in a six-week window and go to whoever answered. The rest of the year, the practice you already have is worth more than the leads you are not chasing.

Book the leak audit

free leak audit · 10 minutes · no login

The board — A accountants shift

RUNNING

Mon 8:40New client — small business taxWeb formConsult booked
Mon 18:12Missed call — BAS questionMissed callCallback booked
ThuProposal #88 — advisory, $4,800/yrDay-5 chaseSigned
06:00Shift summary → partner's phoneReport2 engagements signed

Fault report

Where the money
leaks out.

The season is the business
Enquiries concentrate around tax time, exactly when the practice is least able to answer the phone.
Proposals sit unanswered
A proposal sent in the busy weeks is rarely followed up, and an unanswered proposal is a lost annual client.
Existing clients are under-served
Advisory work the client would have bought is never offered, because nobody had time to offer it.

The leak, in dollars

~~$35,600~~

a year, gone from accounting practices, bookkeepers and tax agents that do not answer fast enough. Struck through because it is recoverable — you already paid to make the phone ring.

Based on 3 unanswered enquiries a month at $2,200 average engagement value, of which 45% would have converted. Your leak audit uses your numbers, not these.

~~$2,200~~one engagement lost to a missed enquiry

~~$6,600~~a month of unanswered enquiries

~~$35,600~~a year, at your close rate

Struck through = recoverableA365 gets it back

The production line

Five stations. No hands.

STN 01
Capture
Calls, forms, web chat and socials land in one intake. Nothing lives in a notebook.
STN 02
Answer
Every enquiry gets a reply in 90 seconds, in your voice, day or night.
STN 03
Book
Qualified enquiries book straight into your calendar. No phone tag, no tennis.
STN 04
Chase
Open quotes chased on day 2, 5 and 9 until they answer — politely relentless.
STN 05
Return
Review requests after every job; reactivation campaigns wake your old list.

<1 hr

reply time through the busiest weeks of the year

+19%

more proposals signed with automatic follow-up

0 hrs

of chargeable time spent chasing

Illustrative figures. Your leak audit uses your numbers.

Built for accountants

What runs on a accountant line

Straight answers

Accounting & bookkeeping — questions people ask

Our clients expect a professional relationship, not automation.: They expect a reply. Automation covers the enquiry, the booking and the reminder — the advice and the relationship stay entirely yours, with more time for both.
Can it handle confidential information?: It captures contact details and the nature of the enquiry, then books. Financial detail is exchanged through your existing secure channels, not the chat.
Is it useful outside tax season?: That is when reactivation runs — offering advisory work to the clients you already have, which is the highest-margin revenue in the practice.

Accountants sits under Finance & advisory. The same line runs for every trade on the list.

Accountants — the line is running elsewhere

Find your leak
in 10 minutes.

We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.

You see the number before you spend anything.