Industries · Accountants

More new clients.Less chasing.

VCPility answers every enquiry your accounting firm gets, books the first meeting and follows up until the client signs. Your team stays on billable work.

Best for
Accounting firms of 1 to 50 staff
Fixes
Missed calls and slow follow-up
Live in
Days, not months

01Overview

In tax time the phone never stops. Enquiries go to voicemail, website forms sit unread and good clients book with the firm that answered first. VCPility makes sure that firm is yours.

An accountant reviewing client figures at a desk
Accountants Every enquiry captured, answered and booked.

02The problem

Where new clientsslip away.

  • 01

    Calls missed in peak season

    Staff are with clients. New enquiries ring out and never call back.

  • 02

    Slow follow-up

    Website forms wait days for a reply. The prospect has already chosen another firm.

  • 03

    Referrals not tracked

    Nobody knows which referral partners send the best clients.

03The solution

What VCPilitysets up for you.

Done for you by an Australian-led team. One system, one point of contact.

  • 01

    AI voice agent

    Answers calls around the clock, qualifies the enquiry and books a first meeting.

  • 02

    New client pipeline

    Every lead from your website, Google and referrals in one CRM, from enquiry to engagement.

  • 03

    Automated follow-up

    Email and SMS sequences that chase proposals and missing details for you.

  • 04

    Online booking

    Prospects book a discovery call into your calendar without phone tag.

  • 05

    Google reviews

    Automatic review requests after each engagement, so you rank higher in local search.

  • 06

    Referral tracking

    See which partners and campaigns bring in your most valuable clients.

04How we deliver

Four clear steps.

You'll know what's happening, what's next and what it costs at every stage.

  1. Strategy call

    We map where your enquiries come from today and where they are lost.

  2. Build

    We set up your CRM pipeline, AI agents, booking and follow-up around how your firm works.

  3. Go live

    Every call, form and chat is captured and answered from the first day.

  4. Improve

    We report enquiries, bookings and new clients each month, and tune what converts.

Built into your system

  • CRM pipeline
  • AI voice agent
  • AI chatbot
  • Online booking
  • Email and SMS
  • Google reviews
  • Reporting

05FAQ

Questions,answered.

Does VCPility replace my practice management software?

No. VCPility handles winning new clients: enquiries, follow-up, bookings and reviews. Your practice management and accounting software keep running your client work. For practice workflow automation, Sharktech Global also builds AccrualOS.

Can the AI voice agent answer calls during tax time?

Yes. It answers every call, day or night, handles common questions, books first meetings and passes anything complex to your team with the full conversation attached.

How quickly can my firm go live?

Most firms are capturing and answering enquiries within days. Full builds with a new website are scheduled at onboarding.

How much does it cost?

Plans are published in Australian dollars on the plans page, billed monthly or annually, plus GST. The AI voice agent is included from the Elevate plan.

See it workingfor your firm.

Book a 30-minute demo. We will show you where enquiries are being lost and how VCPility catches them.