The all-in-one platform for accounting & CPA firms — built and managed for you.
Win new clients and keep the ones you have. We build and run client acquisition, onboarding, and tax-season nurture so nothing slips.
What we pre-build for Accounting & CPA Firms
Win new clients and keep the ones you have. We build and run client acquisition, onboarding, and tax-season nurture so nothing slips.
- Lead funnels for new client acquisition
- Client onboarding and document-collection flows
- Tax-season nurture and reminder campaigns
- Review and referral automation
- Appointment booking for consultations
- Retention and upsell sequences
The apps that matter most
An AI Agent that books while you work.
It answers every client inquiry in seconds, qualifies them, books the appointment, and follows up until they reply — trained on your accounting & cpa firms so it sounds like you, 24/7.
- Replies instantly by SMS, chat & voice — day or night
- Qualifies leads and books straight into your calendar
- Follows up automatically until they respond
- Trained on your services, FAQs, and booking rules
online · replies in seconds
Data security & compliance
Bank-grade data security with access controls and audit logging (HIPAA not typically required for accounting; we configure to your compliance needs).
How we compare for your vertical
| Dash Funnels | TaxDome | Keap | HubSpot | DIY tool stack | |
|---|---|---|---|---|---|
| Done-for-you setup & management | ✅ Core | ❌ | ❌ | ❌ | ❌ |
| Industry pre-built | ✅ | Partial | Partial | Partial | Partial |
| HIPAA + signed BAA | If required | Varies | Varies | Varies | Varies |
| Funnels + managed ads | ✅ | ❌ | ❌ | ❌ | ❌ |
Specialties we build for in Accounting & CPA Firms
Integrations for Accounting & CPA Firms
Stripe
PayPal
Square
Razorpay
QuickBooks
Xero
Google Ads
Meta
Facebook
Instagram
TikTok
YouTube
Google Calendar
Calendly
Zoom
Google Meet
WhatsApp
Gmail
Mailchimp
Messenger
Shopify
WooCommerce
WordPress
Zapier
Make
Google Sheets
Airtable
NotionPlus 1,500+ apps via Zapier & Make — we connect your whole stack for you. See all accounting integrations →
Weighing the alternatives?
See how Dash Funnels CPA stacks up for accounting & cpa firms.
Dash Funnels vs TaxDome →Common Questions
What's the best marketing software for accounting & cpa firms?
For accounting & cpa firms that want results without the tech lift, a managed, industry-built platform beats a blank self-serve tool — we set it up and run it for you.
Is my client data secure?
Yes — we configure access controls, encryption, and audit logging suited to your compliance needs.
How long does setup take?
Most practices are live within a couple of weeks; we handle migration and configuration for you.
Ready to grow your accounting practice?
Book a quick demo and start a 30-day free trial — no credit card required. We build, configure, and run it for you.
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