Tax Season Shouldn't Mean Missed Calls
When you're heads-down in returns and financials, phone calls pull you out of focus. ProFront captures every client inquiry so you can stay in the zone.
Trusted by hundreds of accountants businesses nationwide
This is how ProFront sounds for your accounting business
Sound Familiar?
These are the calls you're missing right now.
The Tax Season Tsunami
January through April, your phone never stops. Every call breaks concentration on complex returns. But not answering means losing potential clients who need help now.
The Deep Work Dilemma
Financial work requires focus. Reconciliations, tax strategy, and complex analysis need uninterrupted time. Phone calls are the enemy of accuracy.
The Seasonal Client Challenge
Some clients only call once a year. They need to schedule their annual tax prep. They're not going to call back if they reach voicemail. They'll just find another accountant.
The Scope Creep Conversation
New client inquiries often take 30 minutes to understand their situation. That's time you can't bill, but you can't skip if you want to quote accurately.
How ProFront Works for Accountants
Real scenarios. Real results. Zero missed calls.
New Client Tax Inquiry
Caller needs help with tax preparation. ProFront captures their situation: filing status, income sources, previous preparer, and specific concerns. You can quote accurately before calling back.
Business Advisory Consultation
Business owner wants to discuss entity structure. ProFront gathers business details, revenue range, and specific questions. You can prepare informed recommendations.
Document Drop-Off Coordination
Existing client ready to bring in their tax documents. ProFront schedules a drop-off time or confirms mailing instructions.
Deadline Questions
Caller unsure about filing deadlines or extension processes. ProFront provides accurate information for common deadlines and captures complex situations for your follow-up.
The Client Lifetime Value
A tax client spending $500 annually stays an average of 10 years. That's $5,000 per client. Business clients? $3,000-10,000+ annually for years.
During tax season, you might miss 10-15 calls per week while working on returns. If just 2 of those would have become clients, that's $10,000+ in lost lifetime value.
ProFront captures every lead during your busiest season.
Common Questions
We get it. Here are answers to what you're probably thinking.
What Accountants Owners Say
Real results from businesses like yours.
“Last tax season, ProFront captured 67 new client inquiries while I was working on returns. I signed 41 of them. It completely changed my business.”
Clear Books Accounting
Clear Books Accounting · Portland, OR
“I used to dread phone calls during tax season. Now I focus on returns knowing every call is handled. My accuracy improved because I'm not constantly interrupted.”
Michael S., CPA
Certified Public Accountant · San Diego, CA
“The pre-qualification is perfect. I know a potential client's situation before I call back. I can prepare recommendations and sound like a genius instead of asking basic questions.”
Ledger Financial Services
Ledger Financial Services · Boston, MA
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