Software for accountants
Online quote calculator for accountants
Clients send receipts and bank statements late, in every format. For accounting firms that's a common story, and it's what the quote calculator is for. A calculator on your website that gives an instant estimate and captures the lead.
Why accounting firms ask for this
Clients send receipts and bank statements late, in every format. Nobody at a small accounting firm with around 80 monthly clients signed up for that part of the job, and the quote calculator handles it.
What it looks like in practice
Picture a small accounting firm with around 80 monthly clients. A client answers six simple questions on your site and sees an estimate straight away. You get their details and answers in HubSpot, ready to firm up the price.
How it works for accountants
Once the quote calculator is running for a small accounting firm with around 80 monthly clients, this is the sequence.
- We turn your pricing rules into a formula.
- I build a simple step-by-step calculator.
- Visitors see an estimate straight away.
- Their details and answers go to HubSpot.
- You follow up with a firm quote.
Tools it connects to
You keep working in Karbon, Outlook and HubSpot. The quote calculator sits alongside, built with HTML, n8n and Google Sheets.
Questions from accounting firms
Does the quote calculator work with Karbon?
Often, yes. Before building the quote calculator I check your Karbon account and plan, because some features depend on API access. If there's a gap for your accounting setup, you'll know before you pay anything.
How is client data handled?
For the quote calculator, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The quote calculator sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built