JACK runs the system behind your accounting firm's growth: capturing prospective client inquiries, automating follow-up, managing your client pipeline, collecting retainer payments, and generating referrals.
Book a DemoAccounting firms lose prospective clients when inquiries are not followed up promptly, the referral pipeline is not managed systematically, and satisfied clients are never asked for reviews or referrals.
A business owner fills out your website form during tax season. Your team is swamped. The inquiry sits for 3 days. By then, they have signed with another CPA.
Your best clients refer colleagues but you have no system to track, follow up on, or measure referral activity.
Without pipeline visibility, you cannot predict demand or plan staffing. Tax season catches you off guard every year.
You have long-term clients who would recommend you, but nobody asks. Your online presence does not reflect the quality of your work.
When a prospective client reaches out through your website, Google Ads, or referral link, JACK responds immediately with a professional message and consultation booking link.
After an initial consultation, JACK follows up automatically with the prospect until they sign an engagement letter or decline.
Track prospective clients from inquiry through consultation, proposal, signed engagement, and active client. See your growth pipeline at all times.
Ask satisfied clients for Google reviews and referrals automatically. Build your reputation and referral pipeline systematically.
All prospective and current client communication (texts, calls, emails) in one place. Full context on every relationship.
Set up monthly retainer billing for ongoing clients. JACK sends invoices and payment reminders automatically.
Book a demo to see how JACK works specifically for accounting firm companies.