We Help Tax Firms Automate Lead Flow and Client Intake in 30 Days

Stop chasing emails, follow ups, and manual admin work.

We build funnels and automations that turn interest into booked calls and organized clients automatically.

No More Disorganized Leads and Messy Onboarding

Does this sound familiar?

  • Leads slip through the cracks because people do not know what the next step is

  • New clients stall during onboarding and nothing moves forward

  • You waste time chasing forms, documents, and missing information

If this sounds like you, the Tax Firm Growth Playbook was created to help you fix this.

There’s a Better Way to Run Your Firm Without Doing Everything Manually

And it’s not hiring more people or paying for expensive software...

Marketing Funnels

Your potential clients will never feel lost because each step is clear and easy to follow.

Compelling Emails

Learn how to keep leads warm and drive action with simple, helpful emails.

Automated Selling Systems

A smoother path from interest to working together.

Automated Follow-Ups

Follow ups that happen automatically without feeling pushy.

Offer Creation

Clear offers so people know exactly what you help with.

Onboarding On Autopilot

New clients know exactly what to do without back and forth.

MEET THE Lead strategist

Hey, I'm Diego!

I started Clanker Consulting after seeing how many firms were stuck doing everything manually, chasing clients for information, and losing leads because their funnel systems were broken or nonexistent.

Experience at NASA & USC Astronomy

Perusing Degree in Data Science & Statistics

Expertise in building sales funnels and AI automations

Firm Growth Playbook

Learn how to turn prospects into clients without lifting a finger.

What you'll learn:

  • How to Turn Interest Into Clear Next Steps

  • A Simple Funnel That Brings the Right People In

  • Emails That Keep the Lead Warm

  • Follow Ups That Happen Without You Chasing Anyone

  • Onboarding That Runs on Its Own

  • A Smoother Day to Day for Your Firm

Regular price: $150

Today: FREE

Case Study

For Accubooks, we built a complete growth system that includes landing pages, email automations, onboarding automations, form submission reminders, and AI powered social media automations to capture leads, qualify prospects, and move them into booked calls automatically.

Learn exactly how I did this inside the automation playbook!

Learn The Tax Automation Roadmap

A simple, proven path to help your firm run smoother without doing more work.

Amazing Bonuses When You Say YES Today

Here’s everything you get included when you get the playbook:

BONUS 1

Microsoft 365 Automation Guide for Tax Firms

  • Documents land in the right client folder without manual downloading

  • Approvals and deadlines are tracked with a clear audit trail

  • Tasks and checklists are generated for every client automatically

BONUS 2

Tax Consulting Landing Page Template

  • Shows visitors exactly what to do next without confusion

  • Collects the right client information upfront

  • Filters out poor fit leads before they reach you

Frequently Asked Questions

Can you show me other firms like mine that you helped?

Sure! Take a look at the case studies section.

What software do you use to build funnels and automations?

We use GoHighLevel.

How much do you charge?

We offer custom pricing, tell us about your project and we will give you a quote.

How much of my time will this require?

All you have to do is fill out an onboarding form, everything will be taken care of for you.

What is your refund policy?

You have a trial period for your funnels and automations, during that time you decide you want a refund... just send us a message.

Put Lead Follow Ups and Onboarding on Autopilot

Get the Tax Firm Growth Playbook and start putting simple systems in place that actually help.

Clanker Consulting 2025