CPA firm partners reviewing business growth priorities together

Built specifically for CPA firms

Capere AI for CPA firm visibility and growth.

Turn search visibility, website performance, reviews, lead activity, and firm data into clear priorities and more booked opportunities.

  • Connects your firm systems
  • CPA-specific guidance
  • No technical team required
One connected viewClear weekly prioritiesClient-friendly reportingHuman-approved actions

A clearer operating picture

Your business systems collect data. Capere tells you what it means.

Most CPA firms do not need another dashboard. They need a simple answer to three questions: What changed? Why does it matter? What should we do next?

AI Growth Advisor

Your firm at a glance

Data connected
Pipeline value$13,5706 active opportunities
Search position6.0Visibility is improving
Technical health924 items need review
This week

Follow up with open opportunities before adding more traffic.

Your pipeline already contains qualified value. Capere keeps the immediate growth decision visible.

CPA growth intelligence made practical

SEO, reputation, lead follow-up, and business decisions in one clear view.

Capere organizes the signals your team already has and presents them in language a CPA firm owner can act on.

01

SEO for CPA firms

See how prospects find your firm, which search terms create visibility, where technical website issues exist, and how competing firms compare.

Review your visibility
02

AI Growth Advisor

Receive a plain-language brief, weekly priorities, revenue opportunities, and grounded answers based on connected firm data.

See your priorities
03

Lead and pipeline clarity

Understand open opportunities, stalled follow-ups, appointments, and conversion gaps without manually assembling CRM reports.

Find pipeline gaps
04

Local reputation

Monitor your public business listing, reviews, profile completeness, and local presence alongside the rest of your firm data.

Review local presence

A complete CPA growth loop

Every stage of the prospect journey stays visible.

Capere helps your team see where attention is being lost, what should happen next, and how search visibility, lead follow-up, and firm activity connect to booked consultations.

01

Get found

Improve how your firm appears for the services and locations you want to grow.

02

Capture interest

Keep website inquiries, calls, and messages from disappearing into separate systems.

03

Respond quickly

Give prospects a helpful next step while the need is still current.

04

Book the review

Move qualified prospects toward a consultation with clear follow-up and reminders.

05

Learn and improve

Use outcomes, reviews, and pipeline activity to focus next week’s work.

Lead recovery for CPA firms

See how a timely reply can protect a consultation opportunity.

Use the demonstration to preview a simple inquiry flow. The example is illustrative; your language, services, and approvals are configured during onboarding.

CPA professional responding to a prospective client inquiry

When the team is busy, the next step still happens.

  • Captures the inquiry and the prospect’s reason for reaching out.
  • Answers basic routing questions without giving tax or accounting advice.
  • Offers a consultation request instead of leaving the prospect waiting.
Example response flow
9:42
C
Capere AssistantAvailable now
•••
Type a reply…

Illustrative growth estimate

Understand the value of improving follow-up.

Adjust the assumptions to see how small improvements in response and conversion could affect consultation opportunities. This is a planning tool, not a forecast.

Illustrative opportunity$6,000

Potential annualized value from recovered, qualified inquiries under these assumptions.

7.5 recovered inquiries / month$500 estimated monthly value
Discuss your assumptions

A practical launch plan

From baseline to useful growth guidance in seven business days.

Timing depends on access and approvals. Each step produces a concrete handoff for the next one.

  1. Day 1

    Discovery and goals

    Confirm services, locations, ideal clients, and the outcomes the firm wants to improve.

  2. Days 2–3

    Connect and baseline

    Organize search, website, business profile, reputation, and pipeline evidence.

  3. Days 4–5

    Configure guidance

    Set priorities, routing, reporting language, and approval boundaries around the firm.

  4. Days 6–7

    Review and launch

    Test the workflows, review the first recommendations, and hand the team a clear operating rhythm.

Why firms choose Capere

A clearer operating layer for growth work.

Compare the working experience, not another list of disconnected tools.

Growth workWith CapereScattered approach
Weekly prioritiesEvidence-based and rankedBuilt manually from multiple reports
Lead follow-upVisible from inquiry to outcomeOften split between inboxes and spreadsheets
Search and reputationReviewed beside pipeline activityMeasured separately from revenue work
Team decisionsPlain-language recommendationsRequires technical interpretation
ExecutionHuman-approved next stepsAd hoc tasks and unclear ownership

Built for the way firms actually work

Less time interpreting reports. More time making the right decision.

Capere does not replace professional judgment or run uncontrolled campaigns. It gives owners and firm teams a reliable operating view, then keeps execution clear and accountable.

Discuss your firm’s growth system
CPA partner meeting with a small-business client
Know what deserves attentionPrioritized issues instead of a wall of metrics.
Connect visibility to pipelineSee whether search activity and firm follow-up are becoming opportunities.
Keep your team alignedShared recommendations, tasks, owners, and next steps.
Communicate results clearlyFormal reports clients and partners can understand.

A practical setup

From disconnected data to a clear weekly growth rhythm.

  1. 1

    Connect the firm

    Connect the approved search, analytics, business profile, and client-management sources your firm already uses.

  2. 2

    Build the baseline

    Capere organizes current visibility, website health, pipeline, reviews, and business activity.

  3. 3

    Act on the priorities

    Your team receives clear recommendations and approves the work that should move forward.

Straightforward pricing

A managed growth system, not another unused login.

Implementation covers the initial connection, configuration, and launch. Ongoing service keeps the system monitored and useful.

Implementation$997One-time setup
Ongoing optimization$497/monthBook a CPA Growth Review

What is included

  • Capere platform access
  • Firm system connection and configuration
  • Search visibility and technical reporting
  • AI Growth Advisor workspace
  • Pipeline and opportunity insights
  • Business profile and review monitoring
  • Ongoing optimization and support

Final scope depends on your existing systems and the data sources available to your firm.

CPA Growth Review

See where your firm can create more qualified opportunities.

We will review your current visibility, lead flow, follow-up process, and reporting gaps. You will leave with a clear view of whether Capere is the right fit.

  • 15-minute introductory review
  • No obligation or generic sales presentation
  • Focused on your firm’s current systems

Request your review

Your information is used only to respond to this request.

Frequently asked questions

Clear answers before you book.

What exactly is Capere AI?

Capere is an SEO and growth intelligence platform for CPA firms. It brings together search visibility, website health, reviews, leads, and pipeline data, then turns those signals into clear reporting and practical priorities.

Is CapereAI the same as Capere AI?

Yes. CapereAI and Capere AI refer to the same CPA firm SEO and growth intelligence platform at capereai.com.

Does Capere replace our existing systems?

No. Your existing systems continue handling contacts, conversations, calendars, pipeline, and automation. Capere connects the available data and adds CPA-specific intelligence, reporting, prioritization, and guidance.

Will Capere take actions without approval?

No high-impact action should run without the appropriate approval. Capere is designed to recommend and organize work while keeping people accountable for final decisions.

Do we need a technical employee to use it?

No. Reports and recommendations are written for firm owners and client-facing teams. The setup and ongoing configuration are managed with you.

How quickly can we get started?

Most initial setups can be completed within seven business days. Timing depends on access to your client-management, analytics, search, and business-profile data.

Does Capere guarantee rankings or revenue?

No responsible platform can guarantee rankings or revenue. Capere provides better evidence, faster visibility into problems, and a clearer system for improving execution.