FAQ

The voice campaign automatically starts within 24 hours after a client's tax return is accepted by the IRS. This timing captures them at peak satisfaction, when they're most likely to recommend your firm to others in their network.

The voice is generated by Fish.audio, producing natural, conversational speech that sounds like a colleague from your firm. It's warm, professional, and personally addresses the client by name. Not a robot. Not a recording. A genuine-sounding thank you and request for referrals.

Each message includes the client's name, references their specific tax situation (e.g., 'After your successful S-corp return filing'), and can mention your firm's specialties. The core message is consistent, but every call feels like it was made just for them.

Yes. You define the core message, tone, and talking points. Our team works with you to write a script that reflects your firm's voice and referral strategy. You review and approve before any calls go live.

We support ProSeries, TurboTax, TaxAct, and other major platforms. Most firms either provide API credentials or a simple data feed of filing dates. Our team handles the technical setup; you just provide the connection details.

Typical timeline is 1-2 weeks from contract. This includes tax software integration, script customization, compliance review, and a test cycle. Once approved, the system runs automatically on your schedule.

Yes. The system honors Do Not Call lists, respects client opt-outs, and complies with TCPA regulations. Only clients who have worked with your firm and consented to contact receive calls. We manage all regulatory aspects so you can focus on referrals.

Our support team responds within 2 business hours for setup issues and 24 hours for general questions. You also get a dedicated account manager to help optimize campaign performance.

Most firms see 8-15% answer rates (clients who pick up) and 20-35% of those engaged provide referrals or leads. Actual results depend on your message quality, client base, and industry. We share real data from comparable firms during onboarding.

Pricing is based on monthly call volume. See our Pricing page for transparent tier options. Most firms report a cost-per-referred-lead under $75, and cost-per-new-client between $200-500 depending on their close rate.

We offer a 30-day pilot program: run 200-300 calls, measure response, track referrals, and decide whether to scale. No long-term commitment required. Most firms either scale or adjust their strategy based on pilot results.

Yes. The system logs call outcomes and integrates with your CRM to track referral source all the way through to new client acquisition. You get monthly reports showing response rates, referral quality, and attributed revenue.

Yes. You have full control. Pause at any time, modify the script between cycles, limit calls to specific client segments (high-value clients, specific practice areas), or adjust the triggering rules. No lock-in.

Clients usually appreciate the directness. We provide talking points for your team ('We realized our best referrals come from clients like you, so we're asking directly'). Most reactions are positive; it shows you value their input.

We handle everything: compliance, call delivery, voice quality, and infrastructure. Your team doesn't manage phone systems. You just receive reports and follow up with leads. It's hands-off on your end.

Absolutely. The campaign complements networking, ads, and referral partnerships. It's simply a direct ask to clients you've already served at their moment of highest satisfaction.