LATTICE for Accounting Firms

Fewer document chases. Fewer missed inquiries. More clients who stay past April.

LATTICE connects client acquisition, consultations, engagement, document collection, delivery and off-season advisory around the way an accounting firm actually runs.

See It for Your FirmExplore the System
Accounting firm desk with client documents, calculator and laptop
  • Missed callText sent
  • AppointmentConfirmed
  • Review requestSent
  • Follow-upAutomated

The journey

How customers move through accounting firms, and where it breaks.

  1. Search

    Invisible for local CPA intent

  2. Inquiry

    Form sits in an inbox

  3. Consult

    Scheduling by email tag

  4. Engage

    Letters signed late

  5. Documents

    Manual chasing all season

  6. Return

    Silence until next January

Where LATTICE connects the gaps.

What changes when the system is connected.

Without LATTICE

Inquiry at 8pm→read the next morning→client hired someone else

Engagement sent→no reminder→onboarding stalls for a week

Return delivered→no follow-up→no advisory, no referral

With LATTICE

Inquiry at 8pm→instant reply and booking link→consultation on the calendar

Engagement sent→e-signature reminders→portal opens the same day

Return delivered→review and referral request→advisory offer on schedule

What we actually build.

01

Client Acquisition

  • Local SEO
  • Service pages
  • Lead capture
  • Search Console tracking
02

Client Conversion

  • Consultation booking
  • Instant inquiry response
  • AI answering
  • Qualification
03

Firm Operations

  • CRM and pipeline
  • Engagement letters
  • Client portal
  • Document requests
04

Client Retention

  • Deadline reminders
  • Advisory offers
  • Off-season campaigns
  • Referral requests

Built around what actually happens.

01 / The After-Hours Inquiry

A small business owner submits a question about entity setup at 9pm.

  1. →Auto-reply with real availability
  2. →Booking link sent by text and email
  3. →CRM record created with source
  4. →Follow-up if no booking in 48 hours

02 / The Missing W-2

A client is three documents short of a finished return.

  1. →Missing-items list updates itself
  2. →Reminders stop when the file arrives
  3. →Preparer sees status without asking
  4. →Return moves back into the queue

03 / The Extension Filer

A client filed an extension last year and never came back.

  1. →Segment overdue and lapsed clients
  2. →Send a personalized reactivation
  3. →Offer a planning call before deadline
  4. →Track recovered engagements

The lattice

Nine parts of the same business, connected.

Each point is a real step in your customer lifecycle. Most businesses run them as separate tools. LATTICE connects them so information moves without anyone re-entering it.

SEARCHWEBSITEINQUIRYCONSULTCLIENTDOCUMENTSDELIVERYREVIEWRETURN

Your firm. One connected system.

  • Website & SEO
  • CRM
  • Consultation Booking
  • Engagement Automation
  • Client Portal
  • Document Collection
  • Deadline Reminders
  • AI Assistants
  • Review Management
  • Reporting

CRM for accountants

A single pipeline for inquiries, consultations, engagement letters and active clients. Entity type, filing deadlines, prior-year status and assigned preparer travel with the record, so nobody re-asks a question the firm already answered.

Website design for accounting firms

A site built to convert a searcher into a booked consultation: clear service lines, plain pricing posture, credentials visible, and a booking step that checks real availability instead of a contact form nobody answers until Monday.

Client onboarding automation

Engagement letter, e-signature, questionnaire, document request and portal invite fire in sequence the moment a client says yes, with reminders that stop the day the document arrives, not a day later.

Client portals and document collection

Clients upload W-2s, 1099s and statements to one place from a phone. Missing-item lists update themselves, and staff stop rebuilding checklists in email threads during the busiest ten weeks of the year.

Appointment booking and deadline reminders

Consultations, review calls and extension check-ins book directly against your calendar. Estimated-payment and deadline reminders run on a schedule your firm sets once.

SEO for accountants

Local search intent, 'CPA near me', small-business tax help, entity setup, mapped to real pages, tracked in Search Console, and connected to the same pipeline so you can see which searches turned into engagements.

Off-season reactivation

Extension filers, one-time returns and former clients get a reason to come back before the next season, instead of being contacted only when it is already too late to plan.

See the full capability set on the services overview or how the pieces connect on the system page.

The goal isn't more software.
It's a better-run firm.

  • 01

    More inquiries captured

  • 02

    More consultations booked

  • 03

    Less manual document chasing

  • 04

    More clients returning

The parts of the system accounting firms use most.

  • CRM systems

    One pipeline for inquiries, engagements and active clients.

  • Client portals

    Document collection and missing-item lists clients can use from a phone.

  • Automation

    Onboarding, engagement letters and deadline reminders that run themselves.

  • Website design and development

    A site that turns a search into a booked consultation.

  • SEO

    Local and service-intent search mapped to real pages.

Relevant work

A real build, not a mockup.

MyTaxFella is a LATTICE build: website, CRM, booking, client communication and automated follow-up connected as one system. It is a tax practice, so the specifics differ from accounting firms, but the structure is the same one we would build for you. References are available on request.

See the buildReferences
MyTaxFella website built by LATTICE

Questions we get

What is the best CRM setup for an accounting firm?
One pipeline for inquiries, consultations, engagements and active clients, with entity type, filing deadlines, prior-year status and assigned preparer on the record. The point is that nobody has to re-ask a question the firm already answered.
Can accounting firms automate client onboarding?
Yes. Engagement letter, e-signature, questionnaire, document request and portal invite fire in sequence the moment a client says yes, so onboarding does not depend on someone remembering to start it.
Can accounting firms automate document collection?
Yes. Clients upload documents to a portal from a phone, the missing-items list updates itself, and reminders stop the day the document arrives rather than a day later.
Can a CRM track tax, bookkeeping and advisory leads separately?
Yes. Service line, source and stage live on the record, so you can see which searches, referrals and campaigns actually turn into engagements rather than guessing.
Can LATTICE build a client portal for accountants?
Yes. Clients get one place for documents, signatures, messages and status, which removes most of the email thread rebuilding that happens during the busiest weeks of the year.
Can accounting firms automate cross-sell and upsell offers?
Yes. Bookkeeping, payroll and advisory offers can be triggered by what the client record already says, rather than by whoever happens to remember the conversation.

See what's missing
in your firm.

We'll walk through how inquiries, engagements, documents and off-season contact move through your firm today, and show you where LATTICE could connect the gaps.

See It in ActionFree Systems Audit

The demo needs no signup and no contact details. A call is a conversation, not a pitch.

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