Consultations that book themselves
Open the slots you want filled, set different lengths for a first consult and a review, and let reminders go out automatically.
Appointment bookingFor accountants & bookkeepers
Digital business cards for accountants and bookkeepers
A card that books the consultation, carries your designation, and does not need reprinting when the firm adds a partner or you move offices.
Accounting is a referral business with a brutal season, and both facts argue against printed cards. Referrals arrive as a name passed between two people, so what matters is that the person who was recommended can reach you in one step and see, immediately, that you are properly designated and take the work they need. Season argues the same way: the card you printed in October says nothing about the January cut-off, the new partner, or the fact that you are no longer taking personal returns. An Anexus profile carries the designation, the services you actually take on, the documents a new client should bring, and a calendar with real consultation slots — and you change any of it from your phone without a print run.
Sound like your January?
Every problem an accountant has with a business card is a seasonal problem.
We stop taking new personal clients in February and the cards do not know that.
Update the profile, or point the card at a waitlist form for the season. The card in someone's wallet follows the change the moment you make it.
A referral calls, and I spend the first five minutes explaining what we do and do not handle.
List the services on the profile and let the AI agent answer the rest. The call you take is the one that was already a fit.
Clients arrive at the first meeting without half the paperwork.
Put the document checklist on the profile the booking confirmation points to, so it is read before the appointment rather than after it.
Designation and scope, stated plainly
CPA and firm details, the services you take on, and the ones you do not — the reassurance a referred client is quietly looking for.
Build your profileAn agent that answers the same five questions
Deadlines, what to bring, whether you handle their situation — answered from your own profile details, at eleven at night in April.
The AI agentRe-point the card for the season
A waitlist form in February, a booking page in June, a newsletter signup in the autumn — same card, different job.
Point your card anywhereNew enquiries land in your CRM
Every enquiry becomes a contact with a note and a reminder, and syncs to HubSpot, Zoho or Salesforce on PRO.
The mini CRMFrequently asked
Is it appropriate for a professional services firm?
The card is laser-engraved metal rather than a plastic novelty, and the profile is as restrained as you set it. Firms usually use a single branded design across the practice so a partner and a junior hand over the same thing.
Can I avoid publishing my mobile number?
Yes. Sections are individually shown or hidden, so a profile can carry the office line, a booking link and an email while leaving the mobile off entirely.
What happens when someone joins or leaves the firm?
Invite them and they are live with a branded profile the same day; remove them and their profile and data are kept rather than destroyed, so nothing is lost if they come back. The contacts they captured stay with the firm.
Do clients need an app to open it?
No. It opens in their browser from a tap or a QR scan, which matters with a client base that skews towards not wanting another app.