See every tax-season request on one screen, and what each one became.

Is this built for an accounting firm?

Yes. TruLata is built for a CPA firm or a bookkeeping practice that takes on clients across the area it serves, and a firm with several offices or a client list spread across states fits the same way. The marketing usually falls to a partner or the firm administrator, fitted in between returns, and a firm with a marketing hire gets the same screen. Search, ads, content and the counting run on a schedule whether or not anyone had time this week, every request is counted from your own site, and one screen shows what happened and what it cost.

A new client usually arrives with a reason and a date. A letter from the IRS or the state, a first year with a K-1 the software will not take, a bookkeeper who left in the middle of the quarter, a business return due March 15 and a personal one due April 15. They search, read the reviews on your Business Profile, look for a sign that you are still taking new clients this season, and send a form to the firm that looks like it will answer. Most of that happens in January, February and March, the weeks your partners have the least time to notice it.

Referrals from clients, bankers and attorneys still bring part of the work, and the person who was given your name searches for it before they call. The forms on your site catch both, and those are what the Leads view counts. So the screen puts each consultation request in front of you the day it lands, with the service the form recorded and the page it came from, and it keeps the October extension requests and the year-end planning requests on the same list as the January ones. Monthly bookkeeping and advisory work sell in the quieter months, and the screen counts those requests the same way.

What runs while the partners are in returns, and what waits for a person?

Your Google Ads account is watched every morning. At 7:05 Eastern the ads change watch reads the account's change history and its user list, sets our own writes and routine churn aside, and raises a material change made by anyone else the same morning, including the recommendations Google applies on its own. Where we manage your search campaigns on all tiers, a budget or bid change is made within the limits set for your engagement and lands in the account's own change history. In February, that is what keeps a tax-season budget pointed at the work you are taking on. After April 15, pointing the spend at bookkeeping and advisory instead is one targeting request from the screen.

On Launch, Growth and Command, the content engine researches and drafts on your cadence: what a notice from the IRS means, what to gather before a first meeting, what a monthly bookkeeping engagement covers. Each topic passes a demand gate on real search volume and what already occupies the result page, the research cites current sources, the dedupe reads the titles already published on your site, and each piece is filed as a Google Doc in your Drive with a featured image. Auto-publish is a per-client setting and approval is optional, so a firm that wants a CPA to read every article on tax law before it goes up leaves approval on, and each piece waits as a draft until someone approves it. On Command, the outbound engine sources prospects weekly to the target profile set with you, such as owners of businesses in the industries you already serve, finds a deliverable address or routes the prospect to a contact-form path, and drafts into a review-first queue; a person releases each send, or the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time.

Every day at 7:20 Eastern, on an instance whose forms feed the sheet, the lead watch runs five checks across the sheet, GA4 and Ads: the tracking tag still loads, requests with no GA4 form event, paid requests with no Ads conversion, a campaign that was spending and has gone to zero, and organic traffic with no requests at all. The requests that landed on your sheet are checked against the conversions Google counted, so a dead tag in the middle of January is flagged the next morning, not after April 15. Every night at 12:01 Central a fallback snapshot is baked, and a failed pull leaves the previous page up rather than an empty one.

What stays with a person is the judgement: the limits on spend, what the firm says about tax law, and anything that answers a client or a prospect. A content piece with auto-publish off waits as a draft until someone approves it. From the screen you can set a lead outcome, request a website change, and request a content, keyword, category or targeting change; each request goes to the team as a logged ticket, and the engine's writes to your ad accounts and your site go through their APIs and land in each account's own change history. Your tax software and your client files stay in your own systems today; a source with an API can be connected during setup.

Which tier fits an accounting firm?

Starter includes the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. The content engine, for the deadline and notice articles, is on Launch, Growth and Command. Meta ads are on Growth and Command. The outbound engine is on Command. Command adds the outbound engine, ad creatives and your full marketing team, always on.

Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month with nothing metered, and committing annually takes twenty to twenty-five percent off the monthly. The pricing page carries the same figures as every other page.