For Accountants & Financial Advisers
Turn tax-season enquiries into year-round clients.
Lead Flows answers every enquiry in seconds, chases every proposal until it’s signed or declined, and keeps the “maybe next year” prospects warm until they’re ready.
Built & supported in the UK
GDPR compliant
No long contracts — 30-day rolling
Sound familiar?
January’s enquiries deserve better than February’s reply.
Every practice knows the pattern: enquiries flood in around deadlines — self-assessment in January, year-ends, “my accountant’s retiring” September — precisely when the team has the least capacity to answer them. The prospects who enquire in your busiest fortnight get the slowest replies of the year, and they’re gone by the time anyone surfaces.
The rest of the year has its own leak: discovery calls that go well, proposals sent with genuine intent — and then silence, because chasing feels awkward and everyone’s billing. Lead Flows runs the front of the practice automatically:
Instant acknowledgement
Of every enquiry — even at midnight on 31 January.
Proposal follow-up
That continues politely until there’s a yes or a no.
Long-term nurture
For the not-yet — switching accountants is a “when”, not an “if”.
Life with Lead Flows
A practice that converts as well as it advises
Picture deadline season with the intake on autopilot: every enquiry acknowledged in a minute, booked into a discovery-call slot you actually have, qualified by the form before you spend an hour on it. Proposals no longer drift — they’re followed up on a schedule until they resolve. Last year’s “I’ll move after year-end” prospects get a well-timed nudge in the month they said to try again.
And in the partners’ review: enquiries, discovery calls, proposals and engagements by source — so you know whether the website, the referral scheme or the LinkedIn posts are actually growing the fee base.
What happens when you say yes
The first 30 days
Week 1
We build your intake pipeline (enquiry → discovery → proposal → engaged), write your acknowledgement and follow-up messaging with you, connect forms and your calendar, and migrate your prospect list. Setup done for you.
Week 2
Every enquiry gets an instant reply and a booking link for discovery calls; missed calls to the office get a text-back.
Week 3–4
Proposal-chase sequences go live; the “maybe later” list starts its nurture track.
Month 2+
Reactivation campaign to old enquiries and lapsed prospects — typically the fastest ROI in the platform — plus source-by-source reporting.
Honest expectation: Lead Flows systematises enquiry handling and follow-up. It doesn’t write advice, and for regulated firms all client-facing wording is yours to approve — nothing goes out that compliance hasn’t seen.
The honest comparison
The alternatives, honestly assessed
| Inbox + best intentions | Practice software alone | Hiring admin support | Lead Flows | |
|---|---|---|---|---|
| Deadline-season enquiries | Slowest replies of the year | Built for jobs, not intake | Helps, office hours only | Answered in seconds, 24/7 |
| Proposal follow-up | Awkward, sporadic | Manual tasks | Depends on the person | Automatic until resolved |
| “Maybe next year” prospects | Forgotten | Not tracked | Spreadsheet at best | Nurtured, with timed re-contact |
| Marketing attribution | Guesswork | Post-engagement only | No | Enquiry → engagement, by source |
| Cost | Hidden (lost fees) | Already paying | £1,200+/mo | From £97/mo +VAT |
Your practice software manages the work you’ve won. Lead Flows wins the work — one recurring-fee client usually pays for it for years.
Book a DemoObjections
The questions practitioners ask
“Our clients come from referrals — do we need this?”
Referrals leak too. A referred prospect who emails and hears nothing for four days starts Googling. This makes sure the warmest leads you get are handled like it — and referral sources get tracked, so you know who to thank.
“Is automated chasing unprofessional?”
A well-written follow-up a few days after a proposal is what excellent client service looks like. What’s unprofessional is the prospect deciding you weren’t that interested.
“We’re regulated — can we control what’s sent?”
Entirely. Every message template is written with you and approved before anything goes live; compliance can review the lot. The automation controls when, you control what.
“We already use Xero/IRIS/Karbon etc.”
Keep them — they run the engagement. Lead Flows runs the pipeline before the engagement letter, then hands over.
FAQs
Questions, answered.
Can it handle different services separately?
Yes — separate pipelines and messaging for, say, self-assessment, limited company accounts and advisory, or for planning vs investment enquiries.
Can prospects book discovery calls themselves?
Yes — from the instant acknowledgement message, into calendars with your availability rules, with reminders that cut no-shows.
How quickly can we be live?
Typically within one to two weeks, with setup done for you — sensibly, before your next deadline rush rather than during it.
See it running on your own enquiries.
Book a 20-minute demo. We’ll map how enquiries reached you last January, show you what each one should have triggered, and put a number on what faster intake and proper proposal-chasing would be worth in recurring fees.
Book a DemoNo pressure. No long contracts. Setup done for you.