SMS automation services with AI for your tax season

Trusted by professional businesses to manage clients via SMS & website chat

Legal services

24/7

website chat services

We automated our lead qualification. Now, we instantly track sources and assign inquiries to the right consultant for faster service.

Lina Khudairi

Head of Corporate Department

Financial services

50%

lead conversion rate

SleekFlow's automation and multi-user access solution is great for managing daily customer inquiries, KYC processes, and application follow-ups.

Gabriel Kung

Chief Commercial Officer

Marketing services

increase in efficiency

SleekFlow is a user-friendly text marketing and messaging platform designed to streamline customer communication.

Olwen van Dijk

Head of Content and Social

Financial services

50%

broadcast campaign response rate

SleekFlow is intuitive to use and seamlessly integrates into our operations, helping scam victims recover lost funds more efficiently.

Layla Vallia

Chief Marketing Officer

Marketing services

increase in efficiency

SleekFlow is a user-friendly text marketing and messaging platform designed to streamline customer communication.

Olwen van Dijk

Head of Content and Social

Financial services

50%

broadcast campaign response rate

SleekFlow is intuitive to use and seamlessly integrates into our operations, helping scam victims recover lost funds more efficiently.

Layla Vallia

Chief Marketing Officer

Legal services

24/7

website chat services

We automated our lead qualification. Now, we instantly track sources and assign inquiries to the right consultant for faster service.

Lina Khudairi

Head of Corporate Department

Financial services

50%

lead conversion rate

SleekFlow's automation and multi-user access solution is great for managing daily customer inquiries, KYC processes, and application follow-ups.

Gabriel Kung

Chief Commercial Officer

Marketing services

increase in efficiency

SleekFlow is a user-friendly text marketing and messaging platform designed to streamline customer communication.

Olwen van Dijk

Head of Content and Social

Financial services

50%

broadcast campaign response rate

SleekFlow is intuitive to use and seamlessly integrates into our operations, helping scam victims recover lost funds more efficiently.

Layla Vallia

Chief Marketing Officer

Legal services

24/7

website chat services

We automated our lead qualification. Now, we instantly track sources and assign inquiries to the right consultant for faster service.

Lina Khudairi

Head of Corporate Department

Financial services

50%

lead conversion rate

SleekFlow's automation and multi-user access solution is great for managing daily customer inquiries, KYC processes, and application follow-ups.

Gabriel Kung

Chief Commercial Officer

AI agents text like your best sales assistant, while you focus on advisory work

Your current software files return. SleekFlow manages the clients. From capturing that first website lead to chasing the final signature, our AI omnichannel messaging platform is designed specifically for accountants who want to maximize billable hours.

Lead generation

Booking management

Client retargeting

Review automation

Lead generation

Turn anonymous website traffic into booked appointments

Prospects overwhelmed by website info? They leave for competitors who respond faster. Use AI agents to capture leads by predicting tax needs based on website browsing behavior.

Trigger personalized offers based on page views and time on site
Guide visitors with AI-suggested questions to fast-track answers
Turn anonymous traffic into verified leads with automated data capture
Auto-qualify clients (e.g., Business vs. Individual) before they book

Booking management

Focus your CPAs on the clients ready to file

Stop the back-and-forth phone tag. AI agents route qualified leads to your team and send booking links on their behalf, so your professionals focus on billable work instead of administrative scheduling.

Reduce no-shows with automated SMS confirmations and reminders
Auto-assign leads to an accountant based on the client's financial situation
Chase missing W-2s and receipts automatically to speed up filing
Track inquiry-to-filing conversion rates to optimize efficiency

Client retargeting

Secure repeat business with personalized, timely outreach

Turn your client database into gold. Re-engage past customers and boost bookings with SMS broadcasts and A/B testing. Guide clients seamlessly from intake to final payment, keeping them informed year-round via text.

Launch January early-bird campaigns to fill your calendar fast
Nurture leads with educational drip sequences that drive bookings
Automate status alerts and deadline notifications to reduce anxiety
Speed up cash flow by sending secure text-to-pay links upon filing

Lead generation

Turn anonymous website traffic into booked appointments

Prospects overwhelmed by website info? They leave for competitors who respond faster. Use AI agents to capture leads by predicting tax needs based on website browsing behavior.

Trigger personalized offers based on page views and time on site
Guide visitors with AI-suggested questions to fast-track answers
Turn anonymous traffic into verified leads with automated data capture
Auto-qualify clients (e.g., Business vs. Individual) before they book

Booking management

Focus your CPAs on the clients ready to file

Reduce no-shows with automated SMS confirmations and reminders
Auto-assign leads to an accountant based on the client's financial situation
Chase missing W-2s and receipts automatically to speed up filing
Track inquiry-to-filing conversion rates to optimize efficiency

Client retargeting

Secure repeat business with personalized, timely outreach

Launch January early-bird campaigns to fill your calendar fast
Nurture leads with educational drip sequences that drive bookings
Automate status alerts and deadline notifications to reduce anxiety
Speed up cash flow by sending secure text-to-pay links upon filing

Lead generation

Turn anonymous website traffic into booked appointments

Prospects overwhelmed by website info? They leave for competitors who respond faster. Use AI agents to capture leads by predicting tax needs based on website browsing behavior.

Trigger personalized offers based on page views and time on site
Guide visitors with AI-suggested questions to fast-track answers
Turn anonymous traffic into verified leads with automated data capture
Auto-qualify clients (e.g., Business vs. Individual) before they book

Booking management

Focus your CPAs on the clients ready to file

Reduce no-shows with automated SMS confirmations and reminders
Auto-assign leads to an accountant based on the client's financial situation
Chase missing W-2s and receipts automatically to speed up filing
Track inquiry-to-filing conversion rates to optimize efficiency

Client retargeting

Secure repeat business with personalized, timely outreach

Launch January early-bird campaigns to fill your calendar fast
Nurture leads with educational drip sequences that drive bookings
Automate status alerts and deadline notifications to reduce anxiety
Speed up cash flow by sending secure text-to-pay links upon filing

Don't just take our word for it

See why professional services firms consistently rank SleekFlow as a top performer on G2.

As a Marketing and PR Manager at PRO LAB, getting started with a new platform can sometimes feel like a big leap, but SleekFlow day by day is making us believe that this process can be easy.

Érica Figueiredo

Marketing and Public Relations Manager PRO LAB

SleekFlow is easy to use and highly stable, with minimal downtime, fast onboarding, and a unified inbox that lets our team handle high message volumes smoothly from day one.

Vivien Lim

Marketing Consultant Digital Cue

SleekFlow automates follow-ups and keeps chat history easy to review, making communication faster and more professional while helping me build stronger client relationships.

Ahsan Yousaf

Customer Account Manager Clio/Themis Solutions Inc

SleekFlow helps me manage conversations with less stress by unifying messages, automating replies, and improving response speed and customer experience.

Azril Azemi

Digital Marketing Executive CLJ Malaysia Sdn Bhd

The flow builder, API integrations, and AI functionalities streamline customer interactions. Our team now spends less time on manual work and more time building relationships.

Bahrul Bangsawan

Chief of Hacker Growthacker

As a Marketing and PR Manager at PRO LAB, getting started with a new platform can sometimes feel like a big leap, but SleekFlow day by day is making us believe that this process can be easy.

Érica Figueiredo

Marketing and Public Relations Manager PRO LAB

Automate your growth with SleekFlow

Get started for free and supercharge your customer engagement.

Book a Demo

Fill your tax season calendar with AI SMS agents

Trusted by professional businesses to manage clients via SMS & website chat

website chat services

lead conversion rate

increase in efficiency

broadcast campaign response rate

increase in efficiency

broadcast campaign response rate

website chat services

lead conversion rate

increase in efficiency

broadcast campaign response rate

website chat services

lead conversion rate

AI agents text like your best sales assistant, while you focus on advisory work

Turn anonymous website traffic into booked appointments

Focus your CPAs on the clients ready to file

Secure repeat business with personalized, timely outreach

Accelerate growth with word-of-mouth referrals

Accelerate growth with word-of-mouth referrals

Turn anonymous website traffic into booked appointments

Focus your CPAs on the clients ready to file

Secure repeat business with personalized, timely outreach

Accelerate growth with word-of-mouth referrals

Turn anonymous website traffic into booked appointments

Focus your CPAs on the clients ready to file

Secure repeat business with personalized, timely outreach

Accelerate growth with word-of-mouth referrals

Don't just take our word for it