Pricing Questions
What counts as a qualified lead?
A qualified lead is a prospect who answered the call, confirmed they need CPA services, and agreed to be contacted by your firm. Disconnects and wrong numbers don't count.
What if I exceed my monthly limit?
We'll notify you when you're 80% through your limit. You can upgrade anytime mid-month, and we'll prorate the increase. Overages are $15 per additional qualified lead.
Is there a setup fee or contract?
No setup fee. Month-to-month billing. Cancel anytime. Most firms stay because the leads more than pay for themselves.
Do you offer annual discounts?
Yes. Pay annually and save 15%. Growth and Enterprise plans qualify. Contact our team for details.
What's included in onboarding?
We handle everything: voice setup, CRM integration, custom messaging. You're live in 48 hours. Growth and Enterprise get a dedicated setup specialist.
What about compliance and data privacy?
HIPAA-ready infrastructure. All call data encrypted in transit and at rest. GDPR compliant. We keep no recordings longer than 30 days unless you request otherwise.