Answer the first financial question promptly
Give visitors a useful response about tax, bookkeeping, payroll, or advisory services without leaving them waiting.
AI-powered lead response for CPA firms
CPA firms: turn first financial questions into the right conversation.
Alocal Leak Automation answers common service questions, identifies what a prospect needs, and moves ready businesses and individuals toward the right next step with your firm.
See how Leak Automation worksThe opportunity
Give a prospect a clear first step while they are actively looking for a firm they can trust.
<60 secExample first-response target
24/7Coverage for service questions
1 intakeFrom first question to meeting
Built around the way CPA firms handle first contact
Helpful automation that still sounds like your firm.
Leak Automation carries your voice and process forward, giving people useful answers while your team receives the context needed for a thoughtful handoff.
Learn what the prospect needs before handoff
Identify whether the request is personal, business, tax-related, recurring bookkeeping, payroll, or planning support.
Move the right request to a meeting
Guide qualified prospects toward a consultation and help the firm start with the right expectations.
Keep a serious inquiry moving
Follow up in your voice and route replies to the right person, so an interested prospect does not go cold.
Examples of first questions this can organize: “Can you help me with tax planning?” “How far behind can my books be before I need help?” “Can you run payroll for my business?” “Do I need a CPA for quarterly estimates, cash flow, or business planning?”
