Your best clients are already in your list. When did you last talk to them?
Tax Season Ends. Then You Disappear for Nine Months.
Stay in touch with clients after tax season
You are great at the work. Tax returns are done right, books are clean, deadlines are met. But after April? Silence. Your clients do not hear from you until next year, and in the meantime they do not realize you could help them with planning, advisory, or bookkeeping. Booked55 helps you stay in touch so the relationship does not go dormant.
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Who is our ideal customer?
You are a accounting firms that...
- You run an accounting firm where referrals and trust drive new clients
- Your average client is worth $3,000 or more per year
- You're billing $300K to $1.5M but can't seem to break through
- You've tried Karbon or TaxDome but they manage workflows, not the client relationships that drive advisory revenue
- You've hired staff accountants but they can't bring in clients like you can
- You're in accounting where the relationship IS the engagement letter
What you've already tried
- Spent on Google Ads during tax season. Got form fills. Couldn't convert to recurring work.
- Cold emailed business owners. Posted on LinkedIn. All of it, ignored.
- Joined referral groups. Met attorneys and bankers. Nobody sent a client.
- Started wondering if you should just sell the firm.
- Discounted your fees. Offered free reviews. Still lost to the big regional firm.
- Tried every practice management add-on. Client count stayed exactly the same.
The problem was never your expertise or your pricing. You just couldn't see where in your client development process things were falling apart.
Who Is Booked55 For?
Anyone who wants to be the top 1% relationship builder in their industry.
You want more recurring clients
You're busy during tax season but new client acquisition has stalled. You need a system that helps you close, not just file returns.
Your practice software wasn't built for growth
QuickBooks and Karbon track work. But nothing tracks the referral relationships that actually bring in new engagements.
You're paying for features you don't even understand
CRM modules bundled into your stack. Hundreds every month for tools your team never opens between busy season.
You need simple, yet "powerful"
You don't need enterprise practice management. You need ten features that help you follow up when it's not tax season.
You have zero marketing budget
No ad spend. No marketing team. You need every referral and check-in to turn into billable work.
You don't want to hire a business development person
Growing overhead isn't the answer. You need more revenue from the COI network you already have.
Prospects slip through the cracks
Forgot to follow up after a referral intro? Lost track of a prospect from last quarter? That's recurring revenue walking away.
Why Accounting Firms struggle with client relationships
April ends and you go quiet
Four months of intense client contact, then eight months of silence. You meant to send that planning update in June. It is now October. Sound familiar?
Your workflow tool does not do BD
Karbon or TaxDome handles deadlines and file delivery. But who is going to remind you to check in with that business owner who might need advisory? Nobody. It falls on you, and you are busy.
Advisory conversations happen by accident
You know advisory retainers are more valuable than compliance work. But the only time you mention it is in passing during return delivery. That is not a strategy. It is a hope.
A pipeline built for how accounting firms actually sell
Drag deals between stages that match your workflow. Not generic sales jargon.
Acme Corp
$42k
3d ago
Riverstone LLC
$18k
5d ago
Riverstone LLC
$18k
5d ago
Northgate Partners
$67k
2d ago
Northgate Partners
$67k
2d ago
Summit Group
$31k
7d ago
You Focus on People. We Handle the Rest.
An AI-native relationship CRM: auto-enriched contacts, visual pipelines, and an assistant that works wherever you do, so you spend less time on data entry and more time with the people who drive your business.
Which clients need follow-up this week?
3 relationships are going quiet:
- Dana W. — proposal sent 12 days ago, no reply
- Hallmark Realty — renewal stage, last touch 3 weeks
- Marcus T. — referred you twice, no thank-you yet
Works in ChatGPT, Claude & Perplexity via MCP
Ask your CRM anything. It answers, then acts.
The built-in AI assistant queries your live data and takes action: follow-up lists, pipeline updates, bulk edits. With MCP support, you can work your CRM from ChatGPT, Claude, or Perplexity, no dashboard required.
Know where every relationship stands
Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.
Every contact, enriched before you ask
Rich profiles with activity history, pipeline status, tags, referral tracking, and relationship goals. Enrichment fills in missing emails, phone numbers, LinkedIn, and roles automatically.
Your CRM, In Your Pocket
Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.
Contact Detail
Events
Booked55 speaks your language
We built this around the terms you already use. Not generic CRM jargon you have to translate.
Client Stories
Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.
Christian Saab, Business Owner
Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.
Frequently Asked Questions
Stop Losing Track of the People Who Matter Most
Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.
$129/month, one plan, everything included · 14-day free trial · Cancel anytime
Your CRM, in your pocket
Full-featured iOS & Android apps: contacts, activities, events, and organization switching on the go.