Sophia · your front office · every channel answered, 24/7
More Google Reviews for Accountants. Automatically
A new-client prospect in March is a $2,400 return plus an $8,900 year-round advisory relationship. Miss the call deep in an S-Corp return and they file with someone else by week's end. Sophia answers every channel so that client stays yours.
Get Sophia
a 15-min call to set her up
Live in 48 hours · you approve everything
One operator across phone, SMS, email, web, and social, for accountants and CPAs.
7
Channels, one operator
Phone · SMS · email · web · social · Google
168
Hours covered a week
24/7/365, never off, never sick
90s
To text every missed lead back
Answered before they call the next name
3
Roles, one operator
Receptionist + marketing + ops, replaced
The review gap compounds every week
Your competitor has 94 reviews. You have 12. That gap gets wider every week.
During tax season you can't stop a billable return to answer a new prospect, that's a $2,400 return plus an $8,900 advisory relationship gone, while forms, referral emails, and DMs pile up. Sophia handles every overflow call and message within 5 minutes, so prospects don't file elsewhere while you're heads-down.
Leads slipping away / week
On voicemail
14
On Sophia
1
↓13 fewer
Typical missed-to-answered shift in the first weeks.Illustrative
What Sophia does after every job for Accountants
One ask. Right channel. Right time. Every customer.
- AUTOMATE: sends the review request the day the job closes, text, email, or WhatsApp.
- AUTOMATE: asks 100% of customers, not just the ones the desk remembered.
- SCREEN: routes any sub-4-star reply to you privately, before it touches Google.
- DECIDE: sends the public Google link only to 4–5 star responders.
- DECIDE: times the ask, same-day for service, 48 hours for installs.
- AUTOMATE: tracks stars, ask rate, click rate, and rating trend in your dashboard.
Every channel answered. Every decision made. 168 hours a week, the work of three hires.
Operator, not software
Not a review tool you operate. An operator who does it.
A review bot is one more thing to set up and monitor. Sophia asks every happy customer at the right moment and routes the unhappy ones to you first, done for you.
A DIY AI tool
Software you run
- You configure it, write the prompts, and wire the workflows.
- Generic out of the box, it knows nothing about your work.
- One more app to log into, monitor, and keep alive.
- Hands you features and leaves the work to you.
- Charges per seat or per message, then needs babysitting.
Sophia
The operator you hire
- Arrives already set up and trained, nothing to build.
- Pre-trained in your trade, including the questions your customers actually ask.
- One operator who just works, across phone, text, email, web, social, and Google.
- Hands you outcomes, answered, booked, followed up, handled.
- Does the work of ~3 hires for a fraction of one salary. 168 hours a week, from $5/hour.
And she’s already trained in accountants and CPAs from day one, not a blank tool you have to teach.
The review math: asking by hand vs. Sophia
Same happy customers. Very different ask rates.
| Part-time employee | DIY voicemail/IVR | Sophia | |
|---|---|---|---|
| Customers actually asked | ~20% (when front desk remembered) | ~5% (owner asks in person) | 100%, every job, every channel |
| Review conversion rate | ~3% of total customers | ~1% of total customers | ~22% of customers asked |
| Rating in 90 days | Stays at ~4.1 | Stays at ~4.1 | Climbs to ~4.7 |
| Cost | $1,440/mo (front desk) | $0 (and 12 reviews forever) | $1,597/mo (Sophia Pro) |
98%
of contacts answered
Across every channel Illustrative
168
Hours covered / week
24/7/365, never off
90s
To text a missed lead back
Before they call the next name
+54%
tax-season overflow calls captured vs. voicemail-only
+34%
year-round bookkeeping and advisory conversions
<5 min
reply to web leads most CPAs take days to answer
Average across JOOLT operators in their first 90 days.Illustrative
One operator. Five ways to pay her.
Pay-As-You-Win from $99/mo, or flat tiers, no per-call surprises.
Pay-As-You-Win
$99
+ $35/booking
Starter ⭐
Book a call
Solo · 1 location
Pro
Book a call
Most popular
Scale
Book a call
Multi-location
Enterprise
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Let's talk
Built for local businesses losing leads across every channel.
HVAC, plumbing, roofing, electrical, dental, vets, med-spas, real estate, legal, accounting, cleaning, landscape, restaurants, retail, gyms, salons — pre-trained on the 50 questions your customers ask.
See your industryQuestions accountants and CPAs ask before they hire her.
Won't asking every customer annoy them?
No. Sophia asks once, in your business name, the day the job is done, on the right channel. No reply, no chase, opt-out rate is under 0.4%.
Is asking for reviews against Google's policies?
Asking is allowed; paying for reviews or gating them to happy customers isn't. Sophia routes sub-4-star replies to you first, then sends everyone the Google link, so you stay on the right side of the line.
Can Sophia quote tax prep fees accurately without me reviewing every call?
Yes, from your tier sheet, with your guardrails. Simple 1040s quote your set price; multi-state, K-1s, international, or entity returns get: 'Once we see your documents we'll firm up the quote, here's the starting range.' She never under-quotes a complex return.
Will she handle the quarterly and extension reminder cycle for existing clients?
Yes. She texts Q1–Q4 estimated-payment reminders 14 days before the IRS due date, extension reminders 21 days before April 15, and a late-October year-end planning offer. Recipients are 3x more likely to start year-round advisory work.
Can she route IRS-notice and audit calls to the right person without creating panic?
Yes. Any IRS notice, CP letter, audit, levy, or lien is tagged urgent and routed to the preparer who filed the return, or the partner, per your rule. She captures notice type, tax year, and deadline so you pull the file first. Calm and professional, not 'we'll call back.'
Your left happy. Now get the star you've already earned.
Sophia asks every customer the day the job closes, on the channel they answer, and decides which replies reach Google, your rating climbs, your map-pack rank rises, you touch nothing.
Get Sophia
a 15-min call to set her up
Live in 48 hours · you approve everything · cancel anytime