Inquiries arrive when you're buried.
Most new clients look for help in February and March, exactly when you have no time to call them back.
For accounting and tax firms
Win more clients and get documents in before the deadline.
LeadDragon answers every inquiry, books the consultation, chases missing documents for you and brings last year's clients back before tax season.
- $97per month
- $500onboarding, waived
- 30-daymoney-back guarantee
Sound familiar?
Tax season is the worst time to be chasing leads and documents by hand.
Documents trickle in late.
Your team spends hours emailing clients for W-2s and 1099s. Every late document pushes a return closer to the deadline.
Clients don't come back on their own.
Last year's clients are your easiest revenue. Without a reminder in January, some of them go elsewhere.
Why accounting
Your busy season deserves a front desk that never gets tired.
Accounting firms win on responsiveness and organization. The hard part is staying responsive when the whole firm is heads-down on returns.
So we set LeadDragon up to answer, remind and follow up for you. We build it with you on a 1-hour onboarding call, connect your lead sources, and stay with you after launch with 24/7 live chat and weekly office hours.
How it works
Three things that run the front office while you're on returns.
Every inquiry gets answered
Calls, forms and emails get an instant reply and a link to book a consultation. Missed calls get a text in seconds.
Documents come in on time
Automated reminders by text and email go out until each client uploads what you need, so your team stops chasing.
Clients return every year
Returning clients get a reminder before tax season with a link to book. Review requests go out after each engagement.
What's inside
Your front office, in one account.
Texting, calls, email, AI Voice, calendars, forms and pipelines in one place. Here's what's inside the account we set up for you.
GM2:21 PM
Gina Marsh SMS
Uploaded my 1099s just now.
?1:58 PM
(404) 555-0121 Missed call
Text-back sent: Sorry we missed you! Want to book a consultation?
PK1:40 PM
Paul Kent Facebook
Do you do bookkeeping for small businesses?
LW11:05 AM
Laura Wells Email
Re: Documents still needed for your return
One inbox for every conversation
Texts, email, calls and Facebook and Instagram messages sit in one thread per contact, on your desktop or the mobile app.
Pipelines you can read at a glance
See every lead by stage and who owns it, so nothing sits untouched.
Call summary · 8:15 PM
Owen B. runs a small landscaping business and needs his books cleaned up before filing. Booked a consultation Wednesday at 2.
New
AI Voice for after-hours calls
An AI receptionist picks up when your team can't. It takes the caller's details and reason for calling and sends you the transcript.
Missed call · (404) 555-0121
Sorry we missed you! Want to book a consultation? Pick a time here.
Sent automatically
Missed-call text-back
When you can't pick up, the caller gets a text right away and the conversation keeps going.
Sites, funnels and forms
Build pages and forms on the same platform so every submission lands in your pipeline.
Thanks for trusting us this year, Gina! Would you leave us a quick Google review?
Review requests
Ask happy customers for a Google review while the job is still fresh in their mind.
Plus calendars, email and text campaigns, social scheduling, AI writing tools and the LeadConnector mobile app. See every feature →
What we set up on your onboarding call
Built for accounting firms from day one.
Your pipeline
- 1New inquiry
- 2Consult booked
- 3Proposal sent
- 4Engaged
- 5Documents received
- 6Filed
Your follow-up
- Instant reply to every inquiry
- Missed-call text-back and after-hours AI Voice
- Consultation reminders
- Proposal follow-up
- Document request reminders until uploaded
- Returning client reminder in January
- Review request after filing
- Year-round bookkeeping and planning offers
From a LeadDragon customer
"I can easily say that LeadDragon has been instrumental in the growth of my business."
The team behind LeadDragon
Run by an agency that builds HighLevel for franchises.
LeadDragon is run by BrandLyft, a HighLevel partner agency that builds HighLevel for franchise networks, clinics and local service businesses. When you want more than the software, the same team does the done-for-you build.
- 1,000+HighLevel accounts our team has deployed
- 5.0BrandLyft's rating on Clutch, across 23 reviews
- Built on HighLevelThe platform, under our name, with a team behind it
HighLevel accounts the BrandLyft team has built for
Do the math
What slow follow-up is costing you.
Change the numbers to match your business.
Revenue slipping through each month
$5,250
That's $63,000 a year, against a $97/month platform.
An estimate based on your inputs, not a promise of results.
Works with your stack
Connects to the tools you already use.
Your tax and accounting software keeps the books. LeadDragon handles intake, reminders and marketing, connected through Zapier or a custom integration we build.
- QuickBooks
- Google Calendar
- Stripe
Facebook Lead Ads- Google Business Profile
- Zapier
One plan
Everything above for $97 a month.
1-hour onboarding call included. Normally $500, waived.
- Full CRM, pipelines and follow-up automation
- Missed-call text-back and AI Voice setup
- A2P 10DLC texting registration handled
- 24/7 live chat support and weekly live office hours
- Month to month, 30-day money-back guarantee
Free training
Who answers first wins the job.
A free 20-minute training: what AI can really do for your phones and inbox this year, and the follow-up system that turns more leads into booked jobs.
Questions
What accounting firms ask us.
Does LeadDragon replace my tax or accounting software?
No. Keep your tax software and client portal. LeadDragon handles intake, booking, document reminders, follow-up and marketing.
Should clients upload tax documents through LeadDragon?
We recommend keeping sensitive documents in your secure client portal. LeadDragon sends the reminders and the link to upload there.
Can I send campaigns to my whole client list?
Yes, once your texting registration is approved. We handle the A2P 10DLC registration, and texts only go to contacts who gave you permission.
What does onboarding cover?
One 1-on-1 onboarding call, about an hour, with our team. We set up your account, connect your phone, calendar and lead sources, and turn on the follow-up that matters most for your business first. It's normally $500 and it's waived on the $97 plan. After the call, you have weekly live office hours and 24/7 live chat.
What if it doesn't work for me?
Go through onboarding and use it. If LeadDragon isn't right for your business, tell us within 30 days and we'll refund your payment in full.
Tax season is coming either way.
Have the follow-up ready before it does.
