For CPAs, tax preparers & bookkeepers
Tax season without a full voicemail. New clients booked while you work.
From January to April you're buried in returns, and the phone never stops. Selectlogiq answers the calls you can't take, sorts new-client inquiries from "did you get my documents" calls, books consultations, sends reminders before tax appointments and asks for the review once the return is filed or the invoice is paid. An experienced team sets it up and runs it with you.
New inquiry
3 new
Consultation
2 active
Engaged
4 this week
Filed
—
Reviewed
—
What changes
What accountants & bookkeepers owners get back
New clients don't get lost in April
The business owner who finally wants a real accountant calls during your busiest week. They get an answer, a few questions about their entity and their books, and a consultation — booked for after the deadline if that's how you work.
Clients show up with their documents
Reminders before every appointment tell clients what to bring — W-2s, 1099s, last year's return — so the meeting on your calendar is a meeting you can actually finish.
Reviews that reflect a clean season
Once the return is filed or the invoice is paid, clients get asked for a review. The next business owner looking for a new CPA sees how you took care of everyone else.
A day with the system running
March 14, 4:45 PM
Business returns are due tomorrow and the phones won't stop. Every caller is answered, extension questions are routed to you, and new clients are booked for after the rush.
Month-end for a bookkeeping client
Bank statements are missing again. A friendly text goes out with what you need and when, so you're not the one chasing them.
The day the return is filed
E-file accepted, invoice paid in QuickBooks Online. That's when the review request goes out.
The work it books for you
Trained on the accountants & bookkeepers jobs you actually sell, so every call is sorted and booked into the right slot, the way you want it.
- Individual tax returns
- Business tax returns
- Monthly bookkeeping
- Payroll
- Tax planning
- IRS notices & tax resolution
- Entity setup & S corp elections
- Quarterly estimates
- Catch-up & cleanup bookkeeping
- Fractional CFO & advisory
- Sales tax filings
- Nonprofit returns
The system, mapped to accountants & bookkeepers
Two systems, one loop. Capture & Convert covers the first three steps; Reputation Manager covers the fourth.
- 1
Answer
Tax-season and new-client calls answered 24/7
Capture & Convert
- 2
Follow up
Consultations and proposals followed up until they engage
Capture & Convert
- 3
Book & remind
Tax appointments and document deadlines, with reminders
Capture & Convert
- 4
Review
Review request after filing or once the invoice is paid
Reputation Manager
Growth playbook
The Accountants & Bookkeepers Playbook
5 plays built for how firms actually run — a crushing season, recurring clients and the paperwork in between.
01 Get through the tax-season phone rush
From February on, the phone becomes a second job: new clients, existing clients, refund questions, extension questions. The system answers every call and text, sorts new inquiries from existing-client requests, answers the routine questions you've approved — hours, what to bring, how to send documents — and books or routes the rest. It never gives tax advice.
Plays we set up
- Every call answered, even during the deadline crunch
- New clients sorted from existing-client requests
- Routine questions answered, tax questions routed to you
- New clients
- Booked for after the deadline
- Document questions
- Answered
- Extension requests
- Sent to you
02 Turn consultations into signed engagements
A prospect meets with you, gets a proposal and goes quiet — usually because they're busy, not because they said no. The system follows up after the consultation and after the proposal, answers questions about how you work, and hands them to you when they're ready to sign. Off-season inquiries get the same attention, so bookkeeping and advisory clients sign up in summer too.
Plays we set up
- Check-ins after consultations and proposals
- Questions about your process answered your way
- Handed to you the moment they're ready to engage
03 Get the documents before the appointment
The worst appointment is the one where the client forgets half their paperwork. Reminders go out before tax appointments with a checklist of what to bring, monthly bookkeeping clients get a nudge when statements are due, and reschedules happen by text instead of phone tag.
Plays we set up
- Appointment reminders with a document checklist
- Monthly nudges when statements or receipts are due
- Reschedules handled by text
You don’t have to build any of this. Every play comes set up, and our team tunes it to your business with you in your first week.
Hear it answer a call04 Ask for the review once the return is filed
Nobody wants a review request while they're hunting for a missing 1099. Reputation Manager waits until the return is filed or the invoice is paid in QuickBooks Online, then sends a one-tap link. Every client gets the same chance to review, and requests keep going out all year, not just after April.
Plays we set up
- Request timed to filing or a paid QuickBooks Online invoice
- Replies to reviews on your main profiles, in your voice
- Recent reviews all year, not just after tax season
★★★★★
“Cleaned up 2 years of messy books and got our return filed on time.”
Business owner · sample
Reply drafted ✓05 Get found when someone searches for a CPA
Business owners and families search "CPA near me", "accountant near me" and "tax preparer near me" — often right after a bad experience with their last one. A complete Google Business Profile — the right category, every service you offer, your office hours and service area — plus fresh reviews is what puts your firm in that list.
Plays we set up
- Google Business Profile optimization — available now
- Listings cleaned up so your name, phone and website match everywhere
- New Visibility tools included as they launch — early adopters
Sample Tax & Accounting
★★★★★ sample
Accountant · Open now · Serves Escondido and North County
Profile complete ✓Conversations, names and reviews in the panels above are sample data, not client results.
It talks like your business
During setup we train the system on your services, your prices, your rules and the words your customers actually use. For accountants & bookkeepers, that means it’s at home with:
- engagement letter
- extension
- e-file
- W-2
- 1099
- K-1
- S corp
- quarterly estimates
- IRS notice
- month-end close
- reconciliation
- payroll
- tax organizer
- busy season
- advisory
- catch-up bookkeeping
Keep the software you already use
Selectlogiq handles the front end — calls, texts, follow-up, reminders and reviews. Your job, booking and accounting software stays where it is. Here’s how we fit with the tools accountants & bookkeepers businesses use most.
QuickBooks Online
Connects directlyAccounting and invoicing
A paid invoice can trigger the review request.
Xero
Connects directlyAccounting and invoicing
Karbon
Connects through ZapierPractice management for accounting firms
TaxDome
Connects through ZapierPractice management and client portal for tax firms
Canopy
Connects through ZapierPractice management for tax and accounting firms
Drake Tax
Runs alongsideProfessional tax preparation software
Keep preparing returns there; nothing changes.
Calendly
Connects directlyOnline scheduling for consultations
Booked consultations land in the same system.
Stripe
Connects directlyCard and ACH payments
Collect payments for returns and monthly services.
“Connects directly” means a built-in integration. “Connects through Zapier” means the tool has a public Zapier app; that can require a Zapier account of your own, and we set it up with you. “Runs alongside” means there’s no public connector, so we work next to it and send your team the details.
Connects directly with
What it can replace
- A separate answering service
- A missed-call text-back app
- A website chat widget
- An appointment-reminder app
- A review-request app
- A contact spreadsheet or basic CRM
Run the whole playbook without hiring anyone.
Everything above comes with Capture & Convert and Reputation Manager — set up with you by an experienced team and backed by live humans 24/7.
No contracts · No setup fee · Cancel anytime
Questions from accountants & bookkeepers businesses
Will it answer tax questions?+
No. It answers the routine questions you approve — hours, what to bring, how to send documents — and routes anything about a client's taxes to you or your team.
Do I have to leave Karbon, TaxDome or Canopy?+
No. All 3 connect through Zapier, so new clients and updates can move between them. Selectlogiq handles the calls, follow-up, reminders and reviews.
Is it only useful during tax season?+
No. Bookkeeping, payroll and advisory inquiries get the same answers and follow-up in July as in March, and monthly clients get reminders all year.
When should an accountant ask for a review?+
After the return is filed, or once the invoice is paid in QuickBooks Online. You choose, and the request waits until then.
Does it work in Spanish?+
Yes. It handles English and Spanish, including callers who switch between the two mid-call.
More professional, financial & real estate playbooks
Real Estate Agents & Teams
Sign calls and portal leads answered while you're at a showing, and someday leads still yours when someday comes.
Mortgage Brokers & Loan Officers
Rate-shoppers get a fast answer, and pre-approved buyers come back to you when they write the offer.
Insurance Agencies
Quote requests answered while your team is on other calls, and open quotes followed up until they bind.
Financial Advisors
Referred prospects reach a discovery meeting, not your voicemail, and annual reviews book themselves.
Law Firms & Attorneys
Potential clients reach your firm instead of the next result, and consultations actually show up.
Consultants & Coaches
Good-fit prospects book discovery calls, proposals get followed up, and client wins show up in your reviews.
Your next lead is calling right now. Let us make sure someone answers.
Book a 30-minute call. We will show you exactly where you are leaking money and how fast we can plug it. No pitch, no pressure — if it is not a fit, we will tell you.
Rather hear it first? (619) 859-7171 — it answers 24/7.
Pick a time that works
Select a 30-minute consultation window directly on our calendar.
Zero pressure: 30 minutes focused on your phone process & lead intake.
Live demonstration: Hear how the AI system answers and books appointments — or try it yourself right now.
Live in as little as 72 hours: We build everything around your existing business. Texting follows once the carriers approve it.
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