For accounting, bookkeeping + tax firms
Every new-client call answered. Every invoice chased.
During busy season your team is heads-down in returns, so new-client calls go to voicemail and aged invoices pile up while cash flow tightens. Morthn is a done-for-you front office: every inquiry gets a real response in minutes, prospects get followed up until they book, and overdue invoices get chased professionally. All of it runs behind the scenes with a real person accountable; you stay in control.
The operating layer for service businesses — calls, bookings, follow-ups, and invoices, handled end to end. A human in the loop until you trust it. From $1,997/mo.
The cost of running it yourself
What’s your front office leaving on the table for accounting, bookkeeping + tax firms?
Set the three sliders. We count every inbound you don’t capture fast (calls, texts, DMs), reputation you’re not compounding, and no-shows you’re not rebooking. Conservative: 40% of slow/missed inbounds were real buyers.
Calls, texts, web forms, and social DMs combined. Most owners underestimate this — check your phone logs + inbox.
Revenue from a single typical job or visit that closes.
Speed-to-lead reality for a busy, under-staffed operation is usually 55–65%. Anything slower than ~5 min mostly books a competitor.
Revenue recovered / mo
$13,200
Recovered / year
$158K
Front-office hours saved / mo
33h
Morthn runs your entire front office — calls, inbox, calendar, reviews, payments — from $1,997/mo, a 7× return at your numbers. The AI runs it behind the scenes; you stay in control.
Built by an operator
“Every service business I knew was drowning in the front office — missed calls, unanswered DMs, no-shows, reviews they never asked for. So we built a team to run all of it. Want to hear one piece of it live? Call the line like a customer and hear how it handles a real call.”
— Aiden, founder of Morthn
Call the demo line: (774) 334-9053What changes
What changes for accounting, bookkeeping + tax firms
New-client inquiries answered and booked.
Referrals and web leads are high-intent but impatient. We answer every call, email, and form in minutes, qualify the engagement type (individual return, business books, cleanup, advisory intake), and book the consult on your calendar — so prospects stop calling the next firm on Google while you're in a return.
Relentless follow-up on prospects and open items.
48% of firms never follow up past the first touch, and most engagements close only after several. We run the multi-touch sequence for you — chasing unsigned engagement letters, missing documents, and un-booked consults across call, text, and email — until it's resolved or they opt out. Nothing stalls in an inbox.
Aged invoices chased so cash lands on time.
Rising write-offs and aging work-in-progress crush cash flow. Invoices go out and professional AR follow-up runs on overdue accounts in your firm's voice — reminders, second notices, payment links — so days-sales-outstanding drops and you stop writing off collectible work. You stay in control of the outreach; we do the chasing behind the scenes.
Straight answers
Common questions
Do you give tax or financial advice on the call?
How does the AR follow-up work without annoying good clients?
Will it work with our practice-management and billing software?
Never miss another customer
or an invoice.
Done for you across calls, inbox, calendar, reviews, and payments. From $1,997/mo — we set it all up, with a human in the loop until you trust it.