Fill your tax season calendar with AI SMS agents
Maximize your client acquisition with AI agents that capture web and SMS inquiries, qualify leads, and book consultations—so you can focus on what you do best: helping clients with their finances.
Trusted by professional businesses to manage clients via SMS & website chat
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
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
2X
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
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
2X
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
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
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
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
2X
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
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
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
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
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
Review automation
Accelerate growth with word-of-mouth referrals
Turn friends and family referrals into a scalable growth engine. Leverage satisfied clients to attract new business with perfectly timed review invitations immediately after a return is filed.
- Automate check-ins and post-filing surveys to track satisfaction
- Invite happy clients to leave Google reviews instantly
- Climb the ranks on local search for "Accountant near me"
- Launch referral reward programs via text to boost word-of-mouth
Review automation
Accelerate growth with word-of-mouth referrals
Turn friends and family referrals into a scalable growth engine. Leverage satisfied clients to attract new business with perfectly timed review invitations immediately after a return is filed.
- Automate check-ins and post-filing surveys to track satisfaction
- Invite happy clients to leave Google reviews instantly
- Climb the ranks on local search for "Accountant near me"
- Launch referral reward programs via text to boost word-of-mouth
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
Review automation
Accelerate growth with word-of-mouth referrals
Turn friends and family referrals into a scalable growth engine. Leverage satisfied clients to attract new business with perfectly timed review invitations immediately after a return is filed.
- Automate check-ins and post-filing surveys to track satisfaction
- Invite happy clients to leave Google reviews instantly
- Climb the ranks on local search for "Accountant near me"
- Launch referral reward programs via text to boost word-of-mouth
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
Don't just take our word for it
See why professional services firms consistently rank SleekFlow as a top performer on G2.
Érica Figueiredo
Marketing and Public Relations Manager PRO LAB
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.
Vivien Lim
Marketing Consultant Digital Cue
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.
Ahsan Yousaf
Customer Account Manager Clio/Themis Solutions Inc
SleekFlow automates follow-ups and keeps chat history easy to review, making communication faster and more professional while helping me build stronger client relationships.
Azril Azemi
Digital Marketing Executive CLJ Malaysia Sdn Bhd
SleekFlow helps me manage conversations with less stress by unifying messages, automating replies, and improving response speed and customer experience.
Bahrul Bangsawan
Chief of Hacker Growthacker
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.
Azril Azemi
Digital Marketing Executive CLJ Malaysia Sdn Bhd
SleekFlow helps me manage conversations with less stress by unifying messages, automating replies, and improving response speed and customer experience.
Bahrul Bangsawan
Chief of Hacker Growthacker
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.
Érica Figueiredo
Marketing and Public Relations Manager PRO LAB
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.
Vivien Lim
Marketing Consultant Digital Cue
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.
Ahsan Yousaf
Customer Account Manager Clio/Themis Solutions Inc
SleekFlow automates follow-ups and keeps chat history easy to review, making communication faster and more professional while helping me build stronger client relationships.
Azril Azemi
Digital Marketing Executive CLJ Malaysia Sdn Bhd
SleekFlow helps me manage conversations with less stress by unifying messages, automating replies, and improving response speed and customer experience.
Bahrul Bangsawan
Chief of Hacker Growthacker
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.
Érica Figueiredo
Marketing and Public Relations Manager PRO LAB
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.
Vivien Lim
Marketing Consultant Digital Cue
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.
Automate your growth with SleekFlow
Get started for free and supercharge your customer engagement.