AI Lead Generation for Accounting Firms

Meet MAX

Build the client base you want, not just the one that finds you

MAX is your AI lead generator. Describe your ideal client — industry, size, region — and it builds a scored prospect list, runs personalised outreach in your firm’s voice, and nurtures every lead until they’re ready to talk. Feast-or-famine pipeline, solved.

Target the advisory clients you actually want

Most firms grow on whatever walks in the door. AI lead generation for accounting firms works the other way: MAX turns your ideal client profile into a ranked list of prospects, so you build the practice deliberately.

Targets the industries, roles and regions you want more of
Scores every lead by fit, so the strongest prospects come first
Verifies contact details before any outreach begins
Tracks signals that indicate a business is ready for new advice
Keeps prospecting through peak filing season, nights, and weekends

Referrals and enquiries, followed up every time

A warm referral that sits for a week goes cold. MAX runs multi-step, personalised sequences so no introduction or enquiry slips through the cracks.

Personalised emails in your firm’s voice — real messages, not templates
Multi-step follow-up sequences that adapt to opens and replies
Adjusts timing and angle until the prospect responds or opts out
Warm, professional LinkedIn outreach to decision-makers
Proper sending practices keep your firm’s sender reputation protected

From interested reply to booked consultation

MAX qualifies every lead and turns positive replies into booked conversations — with full context handed over so your partners walk in prepared.

Scores and qualifies leads so you only meet people ready to engage
Books qualified prospects straight into your calendar
Hands over full lead context — name, business, conversation history
Pushes every lead into your CRM with notes and status, no manual entry
Reports open rates, reply rates, and meetings booked in plain English

More ways Sevenfold can help

AI Receptionist for Accounting Firms

Calls answered, appointments booked — 24/7.

AI Executive Assistant for Accounting Firms

Inbox, calendar, and admin handled for you.

AI Social Media Manager for Accounting Firms

Deadline tips and firm updates, posted while you close the books.

AI Lead Generation for Law Firms

Enquiries qualified, intake pipeline always moving.

Questions & Answers

Everything you need to know.

How quickly can MAX go live in my firm?

Most businesses are live within days. Your onboarding manager connects your systems, loads your details into the AI brain, and walks you through defining your ideal client profile — no IT team needed.

How does MAX find prospects for an accounting firm?

MAX uses your ideal client profile to find matching prospects across professional networks, company databases, and intent signals. Every lead is verified and enriched before outreach begins.

Will MAX's outreach get my firm flagged as spam?

No. MAX uses personalised, human-sounding messages with proper sending practices — warm-up, throttling, and domain health monitoring. Your sender reputation stays protected.

Is this included in my plan?

Yes — every Sevenfold plan includes the entire AI team, all seven employees. See the pricing page for plan details.

Are your AI employees trained for Singapore businesses?

They are trained for their roles — answering, booking, following up — and they learn your business from what you feed the AI brain: your website, documents, and FAQs. From there they answer accurately, in your voice. They never guess or invent details, and they transfer to a human whenever a conversation needs one.

Do your AI employees understand local terms?

Yes — add your terms to the Sevenfold AI brain once and every AI employee knows them. If your customers ask about aircon servicing or want to dabao their order, your AI employees understand exactly what they mean.

Can they handle Singapore public holidays and operating hours?

Yes. Booking and availability rules follow Singapore public holidays and your operating hours, and after-hours coverage runs 24/7.

Can I keep my existing Singapore phone number?

Yes. Forward your existing number to your AI receptionist or use a new local Singapore number — nothing to port, nothing to change.