Certified Public Accountants

Why should CPA’s automate the referral process?

So you can focus on your clients – not marketing.

Why Does An Accountant Referral Program Matter?

The Most Trusted Advisors

CPA’s Are Among The Most Trusted Advisors For Clients. 91% Would Refer You If Asked, But Less Than 10% Of CPA’s Ask. Let Our System Do The Asking For You – Professionally, Personally, And In Ways Your Clients Prefer.

Capacity To Serve Existing Clients

CPA's Have Challenges With Capacity To Serve Existing Clients While Also Acquiring New Ones. Tech Can Help But Choosing The Right Platform That Produces Measurable ROI Can Be Difficult. Let Us Do It All For You And Save You Lots Of Time And Money.

More Challenging For CPA Firms

The Marketing Environment Has Become Way More Challenging For CPA Firms. Trust And Conversion Are Way Down On All Forms Of Cold Outreach While Costs Are Going Up. At The Same Time, Trust In Referrals Is At An All- Time High. Let Us Put Your Referral System On Auto-Pilot.

Your Relationships For Referrals

Many CPA Firms Today Struggle To Find Talent To Build The Capacity To Handle More Clients. The Right Technology Can Kill Two Birds With One Stone. Our System Will Systematically Ask Your Relationships For Referrals To Talent And Potential New Clients.

Play Video

But Don't Take Our Word For It...

See what our users say about the industry’s best referral intelligence system.

Why should CPA’s automate their referral process?

You might be in the tax and accounting game, but you’re also in the marketing game – everyone is! If you can’t generate leads and create new clients, then you’re not going to succeed. CPA’s generally hate marketing (and most are not great at it). 

So what’s the best form of marketing?

Referral marketing – plain and simple. Let us help you automate an effective referral process so you can focus on what you like to do and do best.

Automated Referral Process
Why should insurance agents automate