Built for Coaches
Nova helps accountants attract new clients, automate follow-ups, and manage their pipeline — so you spend less time chasing and more time advising.
These aren't hypothetical — they're the daily reality holding your business back.
You depend on word-of-mouth but have no system to generate leads consistently. Growth stalls between busy seasons.
Collecting documents, sending engagement letters, and chasing signatures eats hours every week.
Leads from your website or calls go cold because there's no automated way to nurture them.
Your team gets buried in admin during peak season. Without workflows, important tasks get missed or delayed.
Client info lives in spreadsheets, email, and filing cabinets. There's no single source of truth.
Every feature maps directly to a result you can measure.
Track every prospect from inquiry to signed engagement with full interaction history
Never lose a lead — know exactly where every opportunity stands
Send document requests, e-signatures, and welcome sequences automatically via email and SMS
Cut onboarding time by 80% and impress new clients from day one
Send seasonal tax reminders, nurture sequences via email, SMS, and even ringless voicemail
Stay top of mind and generate repeat business without manual effort
Let prospects book consultations directly with automated reminders and no-show follow-ups
Eliminate phone tag and reduce no-shows by 60%
Automate task assignments, deadline reminders, and internal hand-offs with If/Else logic
Run a tight operation even during your busiest season
Automatically request Google reviews after successful engagements with AI-powered responses
Build a 5-star online presence that attracts premium clients
Answer inbound calls 24/7, qualify potential clients, and book consultations automatically
Capture every lead — even at 2am during tax season
Send invoices and text-to-pay links directly from the platform
Get paid faster with integrated payment processing
A simple, repeatable system that runs on autopilot.
Step 1
Website visitor fills out a consultation request form or calls your office — Voice AI handles after hours.
Step 2
Nova sends a personalized email and SMS sequence within minutes. AI nurtures via text if needed.
Step 3
Lead books a discovery call through your branded scheduling page with automated reminders.
Step 4
Send proposals, collect e-signatures, and process payments — all tracked in your pipeline.
Step 5
Automated check-ins, tax reminders, review requests, and referral campaigns keep clients loyal.
See exactly how other businesses use Nova to grow.
Turn Website Visitors into Booked Consultations
Combine lead capture forms, AI chatbot, and automated follow-up sequences. Website conversions increase 3x within 60 days.
Automate Client Onboarding End-to-End
Trigger document checklists, engagement letters, welcome emails, and intake forms automatically when a new client signs.
Seasonal Marketing on Autopilot
Schedule tax deadline reminders, quarterly check-in emails, and year-end planning campaigns months in advance across email and SMS.
24/7 Lead Capture with Voice AI
Never miss an after-hours call again. Voice AI answers, qualifies the caller, and books them into your calendar automatically.
Every feature you need — purpose-built for your industry.
360° contact records with full history
Smart lists for client segmentation
Lead scoring for hot prospects
Duplicate management
Visual workflow builder with If/Else
Tax season task automation
Trigger links for document tracking
Smart send optimization
Voice AI receptionist — 24/7 call handling
Conversation AI for lead nurture
Reviews AI for auto-responses
Content AI for newsletters
Unified inbox: Email, SMS, WhatsApp
Missed-call text-back
Bulk SMS campaigns
Ringless voicemail drops
Branded booking pages
Google & Outlook sync
Automated reminders
No-show follow-up workflows
Invoicing from the platform
Text-to-pay links via SMS
Stripe & PayPal integration
Subscription billing for retainers
Automated review requests
Google & Facebook monitoring
AI-powered review responses
Negative review routing
Client pipeline dashboards
Revenue forecasting
Campaign performance reports
Agent activity tracking
Drag-and-drop page builder
SEO-optimized landing pages
Pop-ups and lead capture forms
Native blogging tool
Join hundreds of accounting firms using Nova to attract clients, automate operations, and scale their practice.
The ultimate all-in-one platform for agencies and businesses.
The all-in-one platform for service businesses. Replace your entire tech stack.
Built in London. Trusted by businesses in the UK and United States.