What You'll Get In Your Free Accounting Setup Consultation
Walk away with a complete integration plan—completely done-for-you analysis:
- Current System Assessment - We analyze your existing website forms, accounting CRM, and tax lead flow
- Integration Blueprint - We map out exactly how SMS responses will connect to your current accounting systems
- Custom Workflow Design - We design qualification questions specific to tax and accounting services
- Timeline & Implementation Plan - We show you exactly what we'll handle and when
How We Integrate With Your Existing Accounting Systems
No Technical Work Required From You - We Handle Everything:
Week 1: Discovery & Integration
- We audit your current lead sources (website forms, tax landing pages, accounting CRM)
- We design custom SMS workflows that fit your existing tax preparation process
- We configure integrations with your current accounting tools
Week 2: Setup & Testing
- We implement SMS automation that connects to your existing tax forms
- We test all integrations with your accounting CRM, calendar, and workflow
- We create custom qualification questions for tax and accounting services
Week 3: Go Live & Optimize
- We launch the system with your existing accounting lead flow
- We monitor performance and optimize response times for tax season
- We provide training on the new integrated accounting system
Seamless Integration With Your Current Accounting Tools
Website & Forms: We connect to any contact form, tax preparation landing page, or lead capture system you currently use.
Accounting Software: We integrate with QuickBooks, Xero, Sage, and most accounting platforms to update client records automatically.
CRM Systems: We integrate with HubSpot, Salesforce, Pipedrive, and accounting-specific CRM platforms.
Calendar Systems: We connect to Google Calendar, Calendly, Acuity, or your existing booking system for instant tax consultation scheduling.
Existing Workflows: We enhance your current client acquisition process without disrupting what's already working.
Frequently Asked Questions
Do I need to change any of my current accounting systems? None whatsoever. We integrate with your existing website forms, accounting CRM, and calendar systems. Nothing needs to be replaced or modified.
How quickly can we integrate with our current accounting setup? We can integrate with most accounting systems within 2-3 days. Complex custom integrations may take up to a week, but we handle everything.
Will this disrupt our current tax preparation process? Not at all. We enhance your existing workflow by adding instant SMS responses. Your current process stays exactly the same, just faster.
What if we use QuickBooks or other accounting software? We build custom integrations for any accounting system. Our team handles API connections, webhooks, and data mapping so you don't have to worry about technical details.
Can we test it before tax season? Absolutely. We offer a free trial period where we integrate with one of your lead sources so you can see exactly how it works with your accounting systems.
What ongoing support do we get during tax season? We provide complete support for all integrations. If any connected system changes or updates, we handle the maintenance to keep everything running smoothly during your busiest time.