We help the firms people trust with their money grow
InventaxAI is a client growth agency for tax, accounting and financial firms. We combine websites, fast lead follow-up and retention work with AI that helps our people move quicker, not replace them.
Why we built a growth agency just for finance firms
As part of LeadFynix, our team has spent years building websites and running lead generation for businesses across many industries. Again and again, the firms with the biggest gap between how good they were and how many clients they won were accountants, tax preparers, insurance agents and advisers.
They had great reputations, but slow follow-up, thin websites and almost no plan for keeping clients. They also had rules that general agencies didn’t understand, from calling consent to what an adviser may say in a testimonial.
So we built InventaxAI around one idea: a finance firm should be able to win, convert and keep clients with one partner who knows its seasons, its buyers and its rules. We are also building our own software for the same firms, so the tools fit the work.
What we stand for
Focus
We only work with licensed finance and tax firms, so we get better at your world every month.
Honesty
No invented case studies, fake reviews or vanity numbers. If something isn’t working, we say so.
Care with trust
Your clients trust you with their money and data. We treat that trust as ours to protect.
Speed
Fast replies win clients. We hold ourselves to the same standard we set for your inquiries.
Global by design
We work with licensed firms worldwide. Campaigns, timing and compliance are set for your market, and meetings are booked in your local time.
Talk to us
Tell us about your firm and the clients you want more of. We reply within one working day.
Contact usA LeadFynix company
InventaxAI is part of LeadFynix, a B2B growth agency for websites, SEO and paid media. LeadFynix serves many industries; InventaxAI focuses only on finance and tax firms.