LeadDuo EngageLeadDuo Engage for accounting firms
Book the right clients before tax season fills your calendar.
Business owners compare three firms the night they decide to switch accountants. Engage asks what they need, how big they are and their deadline, then books a consultation with the right person.
Free for 1 week from the day you go live. No card required. No onboarding fee.
Example week
- 24
- Conversations this week
- 9
- In your revenue range
- 5
- Consultations booked
Live demo: a fictional accounting firm site. Try it.
Accounting for growing businesses
Bookkeeping and tax for businesses that have outgrown DIY.
Monthly books, payroll and tax filing for companies with 2 to 50 employees.
From service page to the right accountant's calendar
- 1
An owner reads your bookkeeping page
Halfway down your bookkeeping or tax page, a prompt asks if they're looking for a new accountant this year.
- 2
Four short questions
Business type, annual revenue, the service they need and their deadline, asked as a chat. Engage never gives tax advice.
- 3
Fit is scored
Clients in your sweet spot score high. A one-off personal return can be pointed to a self-serve option instead.
- 4
The busy season is covered
When enquiries spike in February and March, Engage keeps qualifying at night and on weekends, so Monday starts with booked calls.
- 5
Booked with the right person
Each service has its own goal and its own accountants, booked round robin or first available.
What a qualified accounting lead looks like
Questions Engage proposes from a typical small-firm site. You approve or edit every one.
- Started a conversation+10
- 1What kind of business do you run?S corporation, 8 employees+25
- 2Annual revenue$500k to $2M+30
- 3What do you need?Monthly bookkeeping and tax filing+25
- 4When do you need to start?Before the March deadline+10
New lead in your pipeline
Demo dataPriya Shah
Came from /services/small-business-tax
100
Hot- Goal
- Consultation
- Stage
- Consultation booked
Owner notified in under 60 seconds
Why accounting firms use Engage
Fewer one-off returns on your calendar
Revenue and service questions come first, so consultation slots go to the recurring clients you want.
Nights and weekends covered
Owners shop for accountants after hours. Engage qualifies and books while your team is offline.
See what fills the pipeline
Insights shows which pages and interactions bring qualified clients, and the question where visitors give up.
Pricing
Flat monthly price. AI is included with no extra fees.
1 week free from the day you go live. No card required to start.
Questions
Does Engage answer tax questions?
No. It asks the intake questions you approve and books a consultation. Tax questions are left for your team.
Can we turn away clients that aren't a fit?
Yes. Below your revenue floor or outside your services, Engage shows a polite message or a link to a self-serve option instead of offering a time.
What happens during tax season?
Engage keeps asking and booking around the clock, and when your calendar is full you can switch an interaction off with one click.
Is client information kept private?
Only your firm's account and the team members you invite can see a lead. LeadDuo never sells data, and it removes everything 30 days after a cancelled plan ends.
Does it work with our firm's website?
It does. One script goes into the header your pages share, and it runs on WordPress, Squarespace, Wix, Webflow and custom-built sites alike.
How much does it cost?
From $69/month. AI is included with no extra fees, and there is no onboarding fee.
Owners are choosing their next accountant on your site. Book the consultation.
Built from your website. Live in 1 day. Free for 1 week from the day you go live.
Start 1-week free trialNo card required. No onboarding fee. AI is included with no extra fees.