For tax preparation & bookkeeping practices
We get your practice found locally, book clients online and follow up every lead, so January to April runs full, not frantic.
Free Tax Season Readiness Audit, a $250 value. No obligation.
A tax season lead
New visitor
Mon 8:10 PM
Finds you on Google Maps or in an AI answer.
Books online
Mon 8:14 PM
Picks a time and completes your intake form.
Reminders sent
Automatic
Email and text reminders before the appointment.
Client in the chair
Thu 10:00 AM
Ready to file. No phone tag.
Example flow. Texts on Autopilot and Enterprise.
The tax season problem
01
From January to April, calls go to voicemail. Callers try the next practice.
02
People search at night. If they can’t book, they don’t wait for a callback.
03
Nobody reminds them to come back, so some file somewhere else.
What you get
01 · Get found
Local search, maps, AI answers and ads.
02 · Capture
Clients book and fill in intake forms online.
03 · Convert
Automatic follow-up and reactivation.
Your season, planned
Mid-Oct to Dec
Your system is live in 14 days.
January
Last year’s clients get reminded to book.
Feb to Apr
Every call, form and booking is captured and followed up.
May onward
Review requests go out. You see what worked.
Your data, your tools
Keep TaxDome, Drake, Canopy or whatever you use today. We handle how clients find you, contact you and book.
14
days to live
Your website, Google profile, CRM and ads are live within 14 days of receiving your details.
Text messaging activates as soon as US carriers approve your number. We start that on day 1.
Plans
A 12-month term. Pay monthly, or pay annually upfront and get 2 months free. Every plan is live in 14 days.
1 location. Get found and booked.
$599 /month
+ $500 one-time setup · $7,688 total
$6,490 /year
Paid once upfront. Setup included.
Save $1,198 with annual billing
2 months free · you save $1,198 vs monthly
Up to 5 locations. The full client acquisition engine.
$1,500 /month
+ $1,000 one-time setup · $19,000 total
$16,000 /year
Paid once upfront. Setup included.
Save $3,000 with annual billing
2 months free · you save $3,000 vs monthly
6+ locations. Client acquisition at scale.
$2,500 /month
+ $1,500 one-time setup · $31,500 total
$26,500 /year
Paid once upfront. Setup included.
Save $5,000 with annual billing
2 months free · you save $5,000 vs monthly
Prices in USD. 12-month term, covering a full tax season and the off-season. Ad spend is paid by you, directly to Google and Meta, from your own ad accounts. Text message and call usage is paid by you. Text messaging activates once US carriers approve your number.
What’s not included
Our fees cover setup, the platform and our team’s work. These costs sit outside your plan.
You pay Google and Meta directly, from your own ad accounts.
All plans
You pay your own usage. No allowance is included.
Autopilot + Enterprise
+$100/month for each extra location.
Launch
You buy and renew your own domain.
All plans
Your own card processor fees on payments your clients make.
All plans
TaxDome, Drake, Canopy and similar stay yours to keep and pay for. We don’t replace them.
All plans
We use your existing logo and brand.
All plans
You supply photos, or we use licensed stock images.
All plans
Anything beyond your plan is quoted separately.
All plans
Why Scale On Auto
| What you get | SEO-only agency | Scale On Auto |
|---|---|---|
| New website | Often extra | Free on every plan |
| Local SEO + Google Business Profile | Yes | Yes |
| Show up in AI answers (AEO) | No | Yes |
| Google + Facebook ads management | No | Add-on or included |
| CRM + online booking | No | Yes |
| Missed-call text-back | No | Autopilot + Enterprise |
| Email + SMS follow-up | No | Autopilot + Enterprise |
| Review requests + reactivation | No | Autopilot + Enterprise |
Questions
No cost to you. A new mobile-first website is included free on every plan.
Your website, Google profile, CRM and ads are live within 14 days of receiving your details. Texting starts once US carriers approve your number.
No. You keep TaxDome, Drake, Canopy or your current tools. We work on the front office.
You pay ad spend directly to Google and Meta, and you pay your own text and call usage. Our fees cover setup and management.
See exactly what is costing you clients, and what it is worth. No obligation.
Limited to about 10 audits a week, so every one is done properly.
We never ask for tax documents or Social Security numbers.