We already have an inbox. Why another one?

You have five, and that is the problem. The point is not another place to look — it is one place instead of five, with every channel already in it.

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.

Accountants · STN 01 — Capture

Every enquiry
in one place.

Enquiries concentrate around tax time, exactly when the practice is least able to answer the phone. One intake for calls, forms, chat, email and socials. Nothing lives in a notebook. Without it, enquiries scatter across inboxes and phones, and the ones nobody owns quietly die — and for accounting practices, bookkeepers and tax agents, that adds up to $35,600 a year.

Book the leak audit

free leak audit · 10 minutes · no login

What it is costing now

~~$35,600~~

a year for accounting practices, bookkeepers and tax agents. Struck through because it is recoverable.

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.

What changes

One intake for calls, forms, chat, email and socials. Nothing lives in a notebook.

Every channel you get enquiries on lands in a single inbox with a single thread per customer. The van notebook, the shared email, the messages sitting in someone's personal phone — all of it in one place, so nothing is lost between people. On the line this sits at station 1, capture — the point where enquiries either turn into engagements or quietly stop. A proposal sent in the busy weeks is rarely followed up, and an unanswered proposal is a lost annual client.

The board — Accountants — capture station

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

How it runs

What one lead inbox changes for accountants

01
Everything lands
Phone, web form, web chat, email, Facebook, Instagram and Google — one intake.
02
One thread per person
A customer who calls, then texts, then emails is one conversation, not three.
03
Nothing unassigned
Every enquiry has an owner and a state. Nothing sits in a place where it is nobody's job.
04
It is searchable
Find what you told someone eight months ago in a couple of seconds.

Straight answers

One lead inbox for accounting & bookkeeping — questions people ask

We already have an inbox. Why another one?: You have five, and that is the problem. The point is not another place to look — it is one place instead of five, with every channel already in it.
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.

Same trade

Everything else that runs on a accountant line

Same station

One lead inbox in other trades

Accountants · One lead inbox

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.