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Multidex
Upwork Top Rated · US & Canada

New tax clients on your calendar.

We build and run your client system. You pay only when a new client books.

Get my free Growth Audit
See pricing
Lead reply
Under 60 sec
You pay
Per booked client
Contract
No lock-in
TaxFlow schedule
Sample data
Mon12
Tue13
Wed14
Thu15
Fri16
  • 09:30

    Tax planning consult

    David M. · Small business

  • 11:00

    1040 + Schedule C review

    Elena R. · Self-employed

  • 13:15

    New client intake

    Mark P. · S-corp

Synced to your calendar3 booked today

The problem

Where tax firms lose new clients

Speed to lead

Slow replies lose leads before you see them.

People ask several firms. The first to reply usually wins.

TaxFlow reply< 60 sec
Typical replyNext day
Capacity

Tax season leaves no time for marketing.

From January to April, every hour goes to returns.

JanBusy
FebBusier
MarPeak
AprDeadline
Time for marketingNone left
Seasonality

Quiet months make cash flow unpredictable.

Demand drops after April and stays low until fall.

JFMAMJJASOND

The system

One automated pipeline, ad to client

6 connected steps
  1. 01
    Sponsored

    CPA near you · Free tax consult

    Book online in 60 seconds.

    Ads

    Google and Meta ads aimed at local filers.

  2. 02
    yourfirm.com/book
    Book consult

    Funnel

    A booking page built to convert.

  3. 03

    Hi Alex, thanks for reaching out. Pick a time for your free consult:

    Sent automatically

    Instant reply

    SMS and email in under 60 seconds.

  4. 04
    Thursday10:00
    Reminders set

    Booked call

    Straight onto your calendar.

  5. 05
    Engagement letter
    Signed · Paid online

    Client

    Proposal, e-sign and payment.

  6. 06

    Review request sent after the consult.

    Review & referral

    Reviews and referrals on autopilot.

Sample dataWorks with the practice software you already use.

How it works

Live in 21 days. Then it runs itself.

  1. Day 1

    01Free Growth Audit

    A personal video with the 3 fixes we'd make first.

  2. Days 2–21

    02We build your system

    Ads, funnel, calendar and automations, set up for you.

  3. Week 4

    03Clients book themselves

    Leads get a reply in seconds and land on your calendar.

  4. Every month

    04You pay per client

    Only for new consultations booked. No retainer.

What we do

Everything it takes to win clients

  • Ads

    Google · Meta

    Google and Meta campaigns for local filers.

  • Funnels

    Booking pages

    Landing pages that turn clicks into consults.

  • SEO

    Google profile

    Rank in Google Maps and local search.

  • Social media

    LinkedIn · Facebook

    Posts that keep your firm top of mind.

  • Automation

    SMS · Email

    Follow-up, reminders and rebooking, 24/7.

  • Reporting

    Monthly

    See cost per booking and clients won.

Pricing

Pay per client. Or pick a plan.

Your ad budget goes straight to Google and Meta, never through us.

Most firms start hereFree new website· worth $1,497

Pay Per Client

One-time setup, then a fee only when a new client books.

$37per booking

+ $950 one-time setup

    • FREE new website (worth $1,497)
  • Funnels, ads and Google profile built for you
  • Every lead answered in under 60 seconds
  • Booking calendar with reminders
  • No-shows re-booked free
  • No monthly retainer
  • No long contract

A booking is a new, qualified prospect on your calendar.

Get started
Monthly plans

Your full marketing team

from$550/mo

  • Starter Free websiteYour client system, set up and managed.
    $550
  • Growth Free websiteAds, funnels and SEO run for you.
    $790
  • Scale Free websiteYour full marketing team.
    $1,190
Compare all plans

Results

Systems we built. Results they got.

See all work
They rebuilt our site in five weeks. Inbound has tripled. We're booking calls we wouldn't have seen before.
SKSarah K.Founder, TaxHub
Their automation cut twelve hours a week of admin work out of my schedule. That alone paid for the whole engagement.
MDMarcus D.Principal, Northwell Medical

Free · No obligation

See where your next clients are.

A personal video audit of your website, Google profile and follow-up, with the 3 fixes we'd make first.

Get my free Growth Audit
Or book a 30-minute call