Industry · Accountants & CPAs

Accounting leads qualified in seconds, even in tax season.

InstantResponse.AI replies to accounting and tax leads from Yelp, Thumbtack, Google LSA and your website chat in seconds, 24/7, sorts tax returns from bookkeeping and advisory work, and collects a preferred call time for your team.

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InstantResponse AI

Replied in seconds

Website

I haven't filed my business taxes yet and the deadline is next week. Can you help?

We can take a look. Is the business an LLC, S-corp or sole proprietorship, and is this for the current tax year?

Single-member LLC, current year.

Thanks. Our team will want to speak with you this week. What day and time work best for a short call, and what's the best number?

AI Advantage

Deadline case qualified and a preferred call time captured for your team to confirm.

Illustrative example based on real product behavior. Not a guarantee of results.

In short

CPA firms, tax preparers, bookkeepers and fractional CFOs use InstantResponse.AI as the first reply to new client leads. It asks about entity type, service and deadlines, shares only the fee information you approve, and alerts the people you choose by email, SMS or WhatsApp.

Made for accounting firms

What the AI asks a new client lead.

The scoping questions your associates ask, asked before anyone books time.

Service needed

Tax preparation, bookkeeping, payroll, sales tax, a tax notice or advisory work.

Entity type

Individual, sole proprietor, LLC, S-corp, C-corp, partnership or non-profit.

Tax years and complexity

Years involved, number of states, K-1s and prior-year filing status.

Notices and deadlines

IRS or state notices and response deadlines flagged so urgent work stands out.

Bookkeeping scope

Months behind, transaction volume and current accounting software.

Fees

Shares the starting-at fees you choose to publish, so prospects know what to expect.

Where firms use it

Year-round and at tax time.

Tax season overflow

Keeps replying in seconds through the January to April surge, without seasonal hires at the front desk.

Bookkeeping cleanup

Catch-up and monthly work scoped before the first call.

Advisory and fractional CFO

Company size, goals and budget expectations gathered for retainer conversations.

Payroll setup

Employee count, states, current provider and pay frequency captured.

Sales tax and multi-state

States involved and current filing status collected before the compliance conversation.

IRS and state notices

Notice type, tax year and response deadline captured and flagged for quick follow-up.

Live lead sources

One AI front desk for Yelp, Thumbtack, Google LSA and website chat.

InstantResponse.AI replies to message leads for accounting firms on these four sources in seconds, 24/7, using only the services, prices and answers you approve.

Yelp Requests
Our Yelp auto responder replies to Yelp Request a Quote messages in seconds and asks your questions while the customer is still comparing businesses.
Thumbtack
The Thumbtack auto responder answers Thumbtack message leads in seconds, so your reply lands before the customer picks another pro.
Google Local Services Ads
The Google LSA auto responder handles LSA message leads, and LSA calls come with recordings, transcripts and AI summaries.
Your website
Add the website chat widget and the same AI replies to site visitors in seconds, day or night.

Beyond the first reply

Everything else your office gets.

The AI reply is where it starts. Accounting firms also get the inbox, alerts, call review and reports that keep a lead moving after the first message.

One leads inbox

Yelp, Thumbtack, Google LSA and website chat conversations in one leads inbox, with search, filters by date, status, ZIP code and lead type, and CSV export.

Team alerts by email, SMS and WhatsApp

Alerts to up to 10 email addresses, SMS and WhatsApp groups for a new lead, a goal achieved, an AI handoff, or a lead that stops replying.

Google LSA call review

Recordings, transcripts and AI summaries for LSA calls, automatic lead ratings and spam disputes, plus Google's rating status and credit eligibility per lead.

Reports that show what works

Yelp ads and Google LSA reports (including LSA credits), Google Business Profile reporting, and lead reports by source, service type and ZIP code.

Built for multi-location

Each location gets its own business profile and AI settings per lead source. Growth covers up to 3 locations; compare plans.

Guardrails you control

The AI quotes only the starting-at prices you set, keeps spam out of conversations, follows up on your schedule and hands off when a person should take over. See AI settings.

Qualified leads can go to Workiz through its native one-way integration, or to ServiceTitan, Housecall Pro, Jobber, GoHighLevel and other tools through Zapier or webhooks.

app.instantresponse.ai / leads

Sample data from our demo account.

Connects with your stack

Send qualified leads to the tools you already use.

Zapier

Google Business Profile

Go High Level

Lead details reach GoHighLevel, your practice management software or your CRM through Zapier or webhooks, so your current setup stays as it is.

FAQ

Frequently asked questions

: No. It collects the details of the request and shares only the information you approve, like services and starting-at fees. Tax questions go to your team.
: Yes. Replies go out in seconds however busy it gets, and leads land in one inbox with filters by status and lead type so your team can work the most urgent first.
: Yes. You can update the services you offer, the services you don't, and the AI's instructions at any time.
: Message leads from Yelp Requests, Thumbtack, Google Local Services Ads and the Website Chat Widget, in seconds, 24/7. Google LSA calls come with recordings, transcripts and AI summaries. AI voice calls on your existing number are coming soon.
: No. It only shares the services, starting-at prices, coverage area and answers you configure. When it has no approved answer it stays silent on that point, and your team follows up.
: You choose the goal per lead source: collect a phone number, or capture the customer's preferred day and time for your team to confirm. Full calendar booking is in Beta.
: Alerts go to up to 10 email addresses, SMS and WhatsApp groups for a new lead, a goal achieved, an AI handoff, or a lead that stops replying. Anyone on your team can take over the conversation from the inbox.
: Workiz has a native one-way integration. ServiceTitan, Housecall Pro, Jobber, GoHighLevel and other tools connect through Zapier or webhooks.
: Starter is $99/mo for one location, Growth is $199/mo for up to 3 locations, and Scale starts at $499/mo. Every plan includes unlimited leads and messages, a 14-day free trial, and no contracts.