Stage 1
Get new clients
Be the firm prospects find, trust and contact first.
Client growth for finance & tax firms
More clients for tax, accounting and financial firms.
We build websites that convert, generate and qualify leads in minutes, book consultations straight into your calendar, and keep your clients coming back.
- Websites that convert
- Leads qualified fast
- Meetings booked for you
New inquiry
Small business tax return
Website form · just now
Qualified
Fits your criteria
Replied in minutes · budget confirmed
Consultation booked
Tuesday, 11:00 AM
Added to your calendar
The real problem
Most firms don’t lose clients to better competitors. They lose them to slow follow-up.
Prospects contact two or three firms at once. The one that replies first, answers clearly and books the meeting usually wins. The research is blunt about it.
21×
more likely to qualify a lead when you reply within 5 minutes instead of 30.
42 hrs
is the average time a B2B company takes to respond to a new lead.
5–25×
more costly to win a new accounting client than to keep an existing one.
Services
One partner to win, convert and keep clients
Use one service or connect all three stages. Each one works on its own and gets stronger together.
Stage 2
Convert leads
Reply in minutes, qualify properly, book the meeting.
Stage 3
Keep & grow clients
More revenue from the clients you already have.
- Client reactivationWin back last year’s clients before a competitor does.
- Reviews & reputationA steady stream of genuine reviews from happy clients.
- Client nurtureDeadline reminders and updates that keep you front of mind.
- Cross-sell campaignsOffer the next service each client needs, at the right time.
How it fits together
From first click to loyal client, nothing slips through
Every inquiry moves through the same clear path, and you can see where each one stands.
- Visitorfinds your firm
- Inquiryanswered in minutes
- Qualifiedfits your criteria
- Bookedmeeting in your calendar
- Retainedstays and buys more
Who we help
Built only for licensed finance and tax firms
We know your seasons, your rules and your buyers, so campaigns start from what already works in your field.
How we work
Clear steps, fixed prices, weekly progress
No vague retainers. You know what we are doing each week and what it is producing.
See our process- 01
Free growth audit
We review your website, Google profile, ads and how quickly inquiries get a reply.
- 02
Plan and fixed quote
A written plan with the services you need, a fixed monthly price and the results we will track.
- 03
Launch in weeks
We build, connect and test everything, then go live without disrupting your daily work.
- 04
Weekly reporting
Inquiries, qualified leads and booked meetings every week, plus what we are improving next.
Built for regulated firms
Growth that protects your reputation
Finance clients trust you with their money and data. Everything we do on your behalf has to earn the same trust.
- Your name, your accountsCampaigns run under your licensed firm. Ad accounts, website and data stay yours.
- Consent-first contactCalls and texts follow consent, do-not-call and data protection rules in your market.
- No lead resellingYour leads are never shared or sold. Every inquiry belongs only to your firm.
- Honest reportingReal inquiries, qualified leads and booked meetings. No vanity numbers.
Founding clients
We’re opening five founding client places
InventaxAI is new, and we want our first clients to be our best case studies. Founding firms get a founding-client rate and direct access to our senior team, in return for honest feedback and permission to share results.
Insights
All insights Practical growth ideas for finance firms
Growth strategy
How accounting firms get more clients: 10 channels ranked by cost and speed
Read the article
Lead conversion
New guides every Tuesday and ThursdayResearched, practical ideas for winning, converting and keeping clients.See all insights Speed to lead: why finance firms lose inquiries in the first hour
Read the articleFAQ
Questions firms ask us
Can’t find your answer? Send us your question and we will reply within one working day.
What does InventaxAI do?
We help tax, accounting and financial firms win, convert and keep clients. That covers your website, lead generation, fast lead qualification, appointment setting, telesales and retention work such as reactivation, reviews and cross-selling. You can use one service or the whole system.
How much does it cost?
Every firm starts with a free growth audit. After it, you get a written plan with a fixed monthly price for the services you choose. There are no hidden fees and no long lock-in contracts.
Do you sell leads to several firms?
No. We are an agency, not a lead marketplace. Every campaign runs in your firm’s name, and every lead and booked meeting belongs only to you.
Who owns the website, ad accounts and data?
You do. Your website, domain, ad accounts and client data stay in your name. If you ever stop working with us, everything stays with you.
How do you handle calling and texting rules?
We contact people only with the consent and records the rules require, including do-not-call registries, calling hours, opt-outs and data protection law in each market. Consent records are kept for every contact.
Which countries do you work in?
We work with licensed firms worldwide and adapt campaigns, timing and compliance to each firm’s market, booking meetings in your local time.