Case study · Accounting and tax firm
Moving an accounting firm off Squarespace and automating new client intake
A custom site, an AI assistant that answers common questions, and intake that used to take a week of back and forth now happens in one sitting.
+53%
New client inquiries
-60%
Time spent on intake
1,200+
Questions answered by the AI assistant
Figures shown are representative of this engagement and pending client sign-off for publication.
The starting point
A Squarespace template, a contact form that went to a shared inbox, and staff spending hours every tax season answering the same questions by phone and email.
What we did
- Took over the Squarespace site and rebuilt it in custom code
- An AI assistant trained on the firm's services and deadlines to answer common questions
- A guided intake that collects documents and books the first meeting
- Automated reminder emails ahead of every filing deadline
The trend
New client inquiries per month
+53%
“Tax season used to bury us in phone calls. This year the website handled most of them.”
Founding partner (sample quote)
Want this for your business?
Tell us where you are today and we will tell you honestly whether your situation looks like this one.
Next case study · Restaurants and cafes
Moving a San Francisco institution off Squarespace and filling its private event calendar