Convert
More Leads
Into Clients
Praktis helps bookkeepers and tax professionals capture, nurture, and close leads on autopilot through SMS, Email, Live Chat, Phone Calls, and more! Scroll down for more details.
Using Praktis You Can
Double Your Speed To Lead
Stop missing out on important client interactions! Centralize all your communications in one platform to double your efficiency and ensure your pipeline is always full.
Instantly Fill Your Calendar
Say goodbye to missed client
opportunities! Praktis schedules appointments for you automatically so that you can add more clients!
Drive More Phone Calls
Automatically route calls and convert
inbound leads to sales opportunities by connecting you directly with leads who want to talk right now!
Autopilot for your Bookkeeping or Tax Practice through SMS, Email, Web Chat, Phone Calls,
and much more!
Build SMART Nurture Campaigns
Get up to an 80% response rate from your leads and customers with Praktis SMART automation campaigns that interact across multiple channels!
Gain Key Insights Into Performance
Easily see how well your campaigns and are performing so that you can increase your potential bookkeeper and tax opportunities!
Industry Leading Features
7 Channel Automated Follow Up
Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger.
Team Management
Work as team members to see the system how they see it, track progress, set up campaigns, and more.
AI Appointment Booking
Use Praktis to book appointments for you so that you can focus on what matters the most: closing deals.
Lead Round Robin
Automatically distribute leads between team members and track the progress on each lead.
Live Call Transfer
Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.
Reminders
Remind yourself to call leads, send
documents, or any other sales-related tasks in your leads lifecycle.
Communication Center
All of your communication in one place! Email, SMS, Phone, Voicemail, Facebook Messenger, Web Chat and more!
Advanced Reporting
Easily see how well your campaigns and sales team are performing so that you can increase your opportunities.
Mobile App
Close prospects on-the-go with our mobile app, respond to leads, track statuses, complete reminders, and more.
Tools You Already Love With
Our Custom Integration Via Zapier!
One Price. Unlimited Value for Bookkeepers and Tax Professionals
Free 14 Day Trial on Launch Plan!
Additional Usage
Text: $0.016 ea.
Email: $0.004 ea.
Local Voicemail: $0.05 ea.
Toll-Free Number: $5 ea.
Toll-Free Minutes: $0.08 ea.
Toll-Free VM: $0.08 ea.
Local Number: $3.00 ea.
Local Minutes: $0.05 ea.
Launch Plan
All In One Sales and Marketing software to launch your bookkeeping and tax practice
$47/month
All Features In Launch
Social Planner
Invoice
Forms and Surveys
Trigger Links
SMS & Email Templates
Funnels and Websites
Workflows
Reporting
Unlimited Users
$25 Complimentary Credit
Custom Automations and Templates for Bookkeepers and Tax Pros
Launch Plan
All In One Sales and Marketing software to launch your bookkeeping and tax practice
$470/year
All Features In Launch
Social Planner
Invoice
Forms and Surveys
Trigger Links
SMS & Email Templates
Funnels and Websites
Workflows
Reporting
Unlimited Users
$25 Complimentary Credit
Custom Automations and Templates for Bookkeepers and Tax Pros
Frequently Asked Questions
What Kind Of Support Do You Provide?
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.
How Do I Get Started?
Sign up for a FREE 30 Day Trial and see how easy Praktis is to implement into your bookkeeping and tax practice.
How Secure Is My Customer Data?
In 2021, data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.
How Does Your Automation Work?
In our Launch plan, we provide you automation that is tailored towards bookkeepers and tax professionals. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.
