Qualify more bookkeeping leads before the first call
A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their project, collects documents, and hands you a scored, qualified lead.
A custom intake for every bookkeeping project
Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.
Monthly Bookkeeping
Ongoing monthly recording and organization of financial transactions for individuals, self-employed professionals, nonprofits, and businesses.
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Bookkeeping Cleanup
Service to review, correct, and reconcile disorganized or outdated financial records so books are accurate and up to date.
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Financial Statement Preparation
Preparation of financial statements such as balance sheets, income statements, and cash flow reports from existing financial records.
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Catch-Up Bookkeeping
Service for bringing overdue or incomplete financial records up to date across one or more past periods.
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Bank Reconciliation
This service matches bank statements against accounting records to identify discrepancies and ensure accurate financial reporting for individuals or organizations.
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Accounts Payable
Ongoing management of vendor bills and outgoing payments to help track, organize, and pay business obligations accurately and on time.
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Accounts Receivable
Support tracking, invoicing, and following up on money owed by customers to keep incoming payments organized and current.
Preview intake →Information you need before every bookkeeping project
- Best Describes Entity Needing
- Have Any Bookkeeping Records
- How Many Monthly Transactions
- Accounting Software Or System,
- Person Authorized Share Financial
- Monthly Bookkeeping Services Begin
- Have Any Overdue Tax
- Far Behind Bookkeeping Records
- Entity Or Individual These
- Bookkeeping Software Or System
How bookkeeping lead scoring works
Value signals
- Have Any Bookkeeping Records: yes
- Under 50
- 50 to 200
- 200 to 500
- Over 500
- Not sure
Urgency signals
- Immediately
Your visitor has a real project. A contact form can’t hear it.
Prospects and clients arrive ready to explain the project. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No project details or scope
- No documents or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full project scope in their own words
- Relevant documents attached automatically
- Every lead scored by value
- High-intent leads flagged for you
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
From template to routed lead
Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.
Choose the right intake
Start with the industry, service, and project template that matches the work you want to qualify.
Configure the experience
Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.
Connect it to your site
Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.
Route the qualified lead
Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.
Bookkeeping lead-intake FAQs
What does a bookkeeping intake collect?
Each bookkeeping template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.
How are bookkeeping leads scored?
Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger bookkeeping opportunities without manually reviewing every raw submission first.
Can visitors try a bookkeeping intake on a phone?
Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.
Where can qualified bookkeeping leads be sent?
Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
Browse every accounting and tax intake template
While they’re still using contact forms, you’re booking clients
Give every website visitor a guided, bilingual, qualifying intake — and turn your bookkeeping traffic into signed work.