Find and convert new clients hands-free by automatically sourcing, qualifying, and nurturing strong leads.
Accounting sales, automated.
Bring in new clients with personalized messaging, frictionless qualification, and a generally helpful experience.
Send personalized messages to every lead.
Gather client info without a bunch of back-and-forth.
Offer new clients a seamless white glove service.
Reduce manual typos and common mistakes.
Genwise can automate your CPA firm by connecting your existing tools and software with custom automation solutions.
Partner & CEO, DrillDown Solution
Client Since 2022
Don't take our word for it.
I honor the value Genwise provides, truly appreciative of their work. Their innovative problem-solving approach sets them apart. We’ve done twice the amount of returns with fewer people which brings us the capability to double our revenues and I am confident our newly implemented processes will avert team burnout.
You set a prime example of productivity and effectiveness. Genwise is awesome—I love you guys!
What sales automation can do for your firm.
Every firm is unique. We take a holistic view of how you work.
More clients, less legwork.
Use intelligent filters and data analysis to identify high-potential prospects ready to convert. Spend less time sorting and more time connecting with clients who are serious about your expertise.
Eliminate time-sucking prospects.
Build a booking system that ensures qualified leads land on your calendar. No more chasing down unresponsive contacts or wasting valuable hours on dead-end leads
Impress new clients without lifting a finger.
Go beyond basic automation with a personalized lead-generating experience that builds trust and converts quickly.