Lead generation for accountants
Answer every March call, even when the team is buried in returns.
Missed calls get a text and a booking link, so clients don’t go elsewhere.
Included in AxeonCORE · From $799/mo· $0 to start. Nothing due until it's working.
The moment
Calls stacking up in March while the team is buried in returns.
- Every missed call gets a text with a link to book a tax-prep appointment
- Your team answers in batches from one inbox
- Past clients get a note before the next season on AxeonGROWTH
How it works
Three steps, then it runs.
- 1Calls pile up during tax season
- 2Each one gets a text with a booking link within 60 seconds
- 3Your team answers in batches from one inbox
What you get
What’s included for accounting & CPA firms
- Missed-call text-back from your number, 24/7
- Booking links for tax prep and advisory
- One inbox the whole team can work from
- Your intake cut-off in replies after the deadline
- Tracked numbers by source
- No documents or Social Security numbers by text
FAQ
Questions from accounting & CPA firms
Show up when business owners search nearby, answer every call and form fast, and make booking one tap. AxeonCORE runs all three.
We ask them not to and point them to your portal. Replies never request documents or Social Security numbers.
Yes. After your date, the reply offers an extension appointment or a spot for next season.
Yes. Advisory and bookkeeping inquiries get the same 60-second reply all year.
Yes, 12 months, with $0 setup (normally $3,000) and the first payment when you're live. Then month-to-month. Want month-to-month from day one? Pay the $3,000 upfront.
90-Day Performance Commitment
Is your specialty still open in your area?
Live in 30 days. Every inquiry answered in 60 seconds. Or you walk away.
Included with AxeonCORE and AxeonGROWTH and written into your agreement.