NEWS & ARTICLES
Our tailored tax lead generation services connect CPAs, accounting firms, and tax consultants or advisors with high-quality, conversion-ready tax planning leads for lasting growth.
The tax landscape in the U.S. is complex, with approximately 59.9% of households paying income tax while the rest remain exempt. Accounting firms, CPAs, and tax consultants must differentiate themselves in this competitive industry to win more clients. Boomsourcing, a leading US ISO/IEC and SOC 2-certified contact center, specializes in lead generation for accounting firms, helping you connect with qualified prospects who need your expertise. Our tax planning lead generation services ensure GDPR and TCPA compliance for secure and reliable operations.
From January to mid-April, accounting firms and tax preparers face a surge in inquiries about W2 forms, 1099 forms, deductions, capital gains, property taxes, refunds, and more. Stay ahead during this busy season with our omnichannel CX strategies that combine cutting-edge technology like Gen-AI chatbots and Soundboard with personalized customer service, ensuring every interaction adds value. With Boomsourcing, you can generate leads for your tax practice, streamline appointment scheduling, and provide outstanding customer experiences at every touchpoint.
Boomsourcing’s key features ensure effective lead generation and seamless
customer support for tax and accounting firms.
Identify and connect with high-quality prospects actively seeking tax preparation or accounting services.
Simplify client onboarding with an efficient, proactive scheduling service tailored to your firm’s operations.
Deliver exceptional support to retain clients and enhance their experience.
Provide responsive, professional call handling to address tax-time inquiries and improve customer satisfaction.
Boomsourcing leverages advanced technology to enhance client engagement
and operational efficiency for tax firms.
Facilitate clear and effective AI-powered communication across diverse demographics.
Engage clients with natural, human-like interactions that simplify complex tax-related queries.
Ensure service accuracy and compliance through automated quality assurance tools.
Deliver instant, contextual responses to client inquiries across all communication channels.
At Boomsourcing, we integrate lead generation strategies with seamless omnichannel CX solutions for tax planning, CPAs, advisors, and accounting firms. Combining innovative technology, compliance-focused operations, and industry expertise, we help businesses connect with more clients and deliver superior service.
Key BenefitsOur solutions are designed to maximize efficiency, compliance, and customer satisfaction for your tax practice.
Generate qualified leads tailored to your firm’s expertise and service offerings.
Ensure GDPR and TCPA compliance for secure and trustworthy interactions.
Connect with prospects and borrowers via phone, email, and live chat for improved reach and convenience.
Leverage AI-powered tools like Gen-AI chatbots for efficient client interactions.
Reduce operational costs with automated solutions that streamline processes.
Engage with borrowers in 25+ languages, ensuring clear communication and seamless customer experiences for diverse audiences.
Leverage our 30+ global network of contact centers to provide localized expertise and tailored support across multiple regions.
Lead generation connects tax planning experts, CPAs, and accounting firms with potential clients actively seeking their services. It is crucial for growing your client base and staying competitive.
Boomsourcing adheres to GDPR, TCPA, and other industry standards, ensuring all data handling and interactions meet regulatory requirements and safeguarding your reputation.
As a leading contact center in the US, Boomsourcing combines advanced technology, compliance expertise, and tailored strategies to deliver measurable results for tax firms.
Our AI-powered tools like Gen-AI chatbots and QA automation enhance client interactions, improve efficiency, and provide valuable insights to refine your strategies.
Yes, Boomsourcing provides professional customer service solutions, including call answering and client support, to enhance client satisfaction and retention.
NEWS & ARTICLES
By Javier Williams
By Javier Williams
By Javier Williams
By Bs0staging