Leads Management for Accountants and Tax Professionals
As your practice grows, it’s a challenge to continue answering phone calls and responding to incoming email inquiries. But, working with existing clients and doing hands-on accounting and tax work takes up all your time.
So how can you grow if no one’s responding quickly to incoming inquiries?
As part of the CountingWorks Pro software, we have a built-in, automated lead management system which helps you track and respond to inquiries and leads. We make it easy to stay in front of prospective clients with a series of nurturing emails.
Depending on the services prospective clients need (such as accounting, tax, or tax resolution), our automated system will send a series of emails with helpful information about your practice, services, and recommended next steps.
CountingWorks Pro tracks the sources of your leads and clients, helping you measure your marketing and online presence.