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Yantra Firms

For CPA and accounting firms

From a vague inquiry to a signed engagement, without the phone tag

New clients write a two-line email and you spend a week finding out what they need. Yantra Firms asks the right questions for bookkeeping, payroll, tax or advisory work up front, checks for conflicts, and sends the engagement letter for signature.

The rules that apply to accounting firms

What gets in the way

Where intake slows a firm down

Inquiries arrive without the facts

Each practice area asks its own questions: entity type, books software, number of employees, deadlines.

Independence and conflicts take a separate step

New clients and the other businesses they name are checked against your client list automatically.

Engagement letters for every client

Send your standard engagement letter for e-signature and see who has signed.

Fixed-fee work nobody times

Track time by client in Clockbook, so you know which engagements pay.

Practice areas

Intake questions for your kind of work

Each practice area starts with the questions firms like yours ask on a first call. Edit them, add your own, or add a practice area.

  • Bookkeeping
  • Monthly accounting
  • Payroll
  • Business tax returns
  • Individual tax returns
  • Audit and assurance
  • Advisory and CFO services

What you'll switch on

  1. 1Online intakeIntake forms by practice area on your own link, with urgent matters flagged.
  2. 2Conflict checksEvery lead checked against your clients, adverse parties and earlier prospects.
  3. 3Engagement lettersEngagement and non-engagement letters sent for e-signature.
  4. 4Billable timeBillable hours by client and matter, on a timer or a timesheet, with Clockbook.
  5. 5InvoicingInvoices built from your tracked time, created in Yantra chat.
  6. 6Consultation bookingProspects pick a consult time right after they submit, from your own booking link.
  7. 7AI receptionistAn AI phone agent that takes the facts and offers a consult, scripted never to give advice.
  8. 8Email & text follow-upsFollow up with prospects who have not booked, with consent and opt-out handled.
  9. 9Firm websiteA website with a page per practice area and an intake button on every page.

Built around the rules you work under

General information, not legal advice. Your own state's rules decide.

  • No false, misleading or deceptive claims in ads, under the AICPA Code and your state board's rules
  • The CPA title used only as your license allows
  • Consent recorded before any text follow-up
  • An agent scripted never to give accounting or tax advice
Read the compliance guide

The next client is already looking for a firm

Create your firm, share your intake link, and take your first lead today.

Read the compliance guide first