Capture the service inquiry
Use a landing page for bookkeeping, tax preparation, or advisory-service inquiries and receive calls, texts, email, Facebook, and Instagram messages in one inbox.
Accounting
A prospective client calling in March is competing with fifty returns already in the queue.
One system to bring in new clients and keep the ones you have, without adding another login.
Capture the inquiry from your website or a referral, follow up automatically so it doesn't get buried under active files, and stay in front of existing clients between tax seasons with the emails and reminders that keep them from shopping around.
Built for Accounting
Keep every customer conversation moving
Momentum brings inquiries, customer context, conversations, and follow-up into one connected workflow. Your team can see what happened, what comes next, and who needs a response without checking disconnected tools.
The workflow stays flexible enough to match how your accounting business qualifies opportunities, books next steps, and keeps long-term relationships active.
How it works
From service inquiry to timely client follow-up
Organize the prospect
Place the contact in a CRM pipeline with communication stages such as new inquiry, contacted, evaluating fit, and ready for engagement.
Respond and confirm next steps
Reply by call, text, or email, using the AI assistant for routine lead-response drafts that your firm reviews before sending.
Maintain the follow-up
Set missed-call and follow-up workflows for unanswered inquiries, then use email marketing for practical reminders and seasonal service updates.
Practical capabilities
Tools for the way accounting teams work
Use the parts of Momentum that support your customer journey, from first contact through the next follow-up.
Lead Management
Prospective clients move through your pipeline from first inquiry to signed engagement letter, without a spreadsheet on the side.
Call Management
A referral call gets logged against the right contact automatically, even when it comes in mid-filing-season.
SMS Communication
Confirm a document deadline or a meeting time by text, without adding a client's cell number to your personal phone.
AI-Powered Content Creation
Draft the seasonal reminder email or the service-line landing page in minutes, not an afternoon.
Workflow Automation
A prospect who hasn't responded gets a follow-up automatically, so a busy week doesn't cost you the engagement.
Online Reputation Management
A satisfied client gets a review request automatically after filing season, building your Google presence without anyone remembering to ask.
One connected platform
Connect every part of your accounting customer journey
Momentum connects the customer record, conversations, pages, campaigns, and follow-up so each tool has the context of the rest.
CRM and pipeline
Keep contacts, opportunities, notes, and next steps together from first inquiry through payment.
Learn moreOne conversation inbox
Manage calls, texts, email, Facebook, and Instagram conversations without losing the contact history.
Learn moreWebsites, funnels, and pages
Build the places where people discover an offer, submit an inquiry, or take the next step.
Learn moreEmail marketing
Send useful updates and follow-up campaigns from the same system that holds the customer record.
Learn moreFollow-up workflows
Respond to missed calls and new inquiries with repeatable workflows instead of relying on memory.
Learn moreReporting and analytics
Review performance and activity in Momentum, with advanced reporting available on eligible plans.
Learn moreCommon questions
Frequently asked questions
Does Momentum replace accounting or tax software?
No. Momentum manages prospect and client communication, CRM stages, marketing, and payment collection; accounting records and tax work remain in the systems your firm requires.
Can I separate bookkeeping and tax-service inquiries?
Yes. Configure CRM fields and pipeline stages around your service lines so the team can see which conversation and follow-up belong to each prospect.
Can the firm prepare seasonal client communications?
Yes. Use email marketing for service reminders and social scheduling for approved educational or promotional posts prepared by your firm.
What happens when the firm misses a prospect call?
A missed-call workflow can send a prompt follow-up message and keep the inquiry visible for a team member to continue the conversation.
See how Momentum chases documents and signatures automatically →
See how Momentum fits your accounting workflow
Capture the lead, follow up, book the job, and take the payment — see how it maps to the way your team already works.
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