You're good at the work. The constraint is everything around it: where the next client comes from, and how much of your team's day disappears into intake and admin — especially when demand spikes. Both are systems problems. Both are fixable.
The weeks your firm is most slammed are exactly when the most new clients go looking. Someone whose old accountant let them down in March is shopping — and they sign with the firm that responds, collects their documents, and gets them scheduled without friction. If that inquiry sits while your team is buried, it's gone.
People can't staff for that spike without carrying the cost year-round. A system can absorb it — capturing, qualifying, and onboarding new clients automatically when your team has no spare minute.
Illustrative of how the system is built to perform. Actual handling is configured to your firm's services and review preferences.
Pick the bottleneck costing you most right now. We build and run that system, then expand from there.
Get found at the moment of intent — in search and AI answers — and convert it. A predictable flow of qualified clients, not just referrals and the seasonal rush.
Automate the document collection, intake, scheduling, and follow-up eating your team's week — so your people do the work only a CPA can.
Firms above ~$20M in revenue are usually a better fit for FrontPipe Pilot — our six-channel system with 20 qualified meetings guaranteed.
Each installs on the practice-management and portal tools the firm already runs, before busy season, and reports three lines on the monthly scoreboard. The examples are representative builds, not client results.
Tax-season document collection that runs itself: a checklist per client built from last year's return, secure upload chased by text and email, files sorted into the client folder, and preparers told who is ready.
A 12-person firm with 900 individual returns. Built before busy season: checklists for the firm's client types, upload and reminders on the firm's portal, the ready board. Tracked: complete-file dates against last year, touches per return, preparer idle time.
Inbound inquiries qualified mid-crunch, a proposal and engagement letter drafted from the firm's own pricing, e-signed, and the client set up in practice management before a partner has to touch it.
A two-partner firm turning inquiries away from February to April. Built: the qualification questions and the pricing grid written with the partners, proposals in the firm's format, onboarding kickoff. Tracked: turnaround, acceptance rate, busy-season signings.
Reads the book of business each quarter for the signals that mean a client needs advisory work (revenue growth, new payroll, entity changes, cash swings) and queues a personalized offer for the partner to send.
A firm with 300 business clients and almost no advisory revenue. Built: the signal list with the partners, quarterly review runs, tracked outreach. Tracked: engagements opened, revenue per client year over year, partner hours.
Which one first depends on where the hours go. The free audit maps it for your firm, in writing, within three business days.
Client financial data demands care most agencies don't think about. We build to it — with your firm in control of what goes out and how data is handled.
Note: FrontPipe is a growth-systems partner, not an accounting or compliance firm. We build to support your professional and data obligations; final responsibility rests with your firm.
Tell us a little about your firm and we'll show you the one system that moves the needle fastest — whether that's new clients or hours back before your next busy season. No pitch deck, no pressure.
Yes. Systems are built to respect client confidentiality and your data-security obligations — financial and tax data is handled appropriately, with human review where it matters. Marketing stays within AICPA standards and avoids misleading claims. You approve what goes out.
That's exactly where it earns its keep. Intake, document collection, and scheduling don't scale with your staff in February — a system does. It captures and qualifies new-client inquiries instantly during the crunch, so the season's growth doesn't slip through the cracks.
Tax and accounting practices, bookkeeping firms, CAS/advisory practices, audit and assurance firms, and payroll providers. Because a tax practice and a year-round advisory firm attract clients differently, the system is built to match yours.
Never. It finds prospects, answers logistical questions, qualifies, collects documents, and books the consult. Anything resembling tax or accounting advice is routed to a CPA. The system creates leverage; a licensed professional owns every judgment call.
For growing firms, the first system is typically live in about 14 days — and we'll prioritize getting intake and onboarding live before your next busy season. Larger firms (~$20M+ revenue) on our Pilot tier are usually live within 72 hours of kickoff.
Usually it amplifies them. We build the acquisition engine and the intake/ops automation; your existing people run with it. Where there's overlap, we'll tell you honestly rather than sell you duplicate work.