DASH FUNNELS CPA
Payroll Services · Accounting & CPA Firms

Marketing & CRM software for Payroll Services

Dash Funnels CPA for payroll and HR-services firms: funnels, CRM, calendar, reviews, ads, and an always-on AI Agent — built, run, and supported for you.

Accounting & CPA Firms · Payroll Services

Built for Payroll Services

We pre-build and manage a complete growth system for payroll and HR-services firms — so you capture every lead, book more appointments, and follow up automatically. It’s the full Dash Funnels CPA platform, tuned to your specialty.

The platform

Everything you need, in one place

CRM & Pipelines

Every lead and client in one place.

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Sales Funnels

Convert more of your traffic.

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Calendar & Booking

Fill your schedule, cut no-shows.

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Email & SMS

Follow-up that gets answered.

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Reviews & Reputation

Build trust automatically.

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AI Agent

Answers, qualifies, and books 24/7.

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Connects with your stack

Integrations for Payroll Services

Stripe logoStripe
PayPal logoPayPal
Square logoSquare
Razorpay logoRazorpay
QuickBooks logoQuickBooks
Xero logoXero
Google Ads logoGoogle Ads
Meta logoMeta

Plus 1,500+ apps via Zapier & Make. See all integrations →

FAQ

Common Questions

What's the best marketing software for payroll services?

For payroll and HR-services firms, a managed, specialty-built platform beats a blank tool — Dash Funnels CPA is set up and run for you.

Do you set it up for me?

Yes — fully done-for-you, typically live within about two weeks.

Is my data secure?

Yes — encryption, access controls, and audit logging configured to your needs.

Grow your payroll services practice

Book a quick demo and start a 30-day free trial — no credit card required. We build, configure, and run it for you.

Get Started Free
30-day free trialNo credit cardNo contracts