Accountants and CPA firms use Oceanic Funnels OS to book discovery calls, onboard new clients with forms and signed engagement letters, and send automatic document reminders. Recurring invoices, tax-season campaigns and review requests run from the same system.
From your website, Google or a referral partner.
A reply with next steps and a discovery-call link.
Calendar booking with reminders.
Engagement letter for e-signature, intake form and first invoice.
Automatic reminders until documents are uploaded.
Newsletters, planning reminders and referral asks.
Missed call text back, instant replies, AI agents and reminders mean every call, form and DM gets answered, day or night. Unlimited contacts and users on every plan.
Accountants and CPA firms use Oceanic Funnels OS to book discovery calls, onboard new clients with forms and signed engagement letters, and send automatic document reminders. Recurring invoices, tax-season campaigns and review requests run from the same system.
Yes. Send engagement letters as documents for e-signature, stored on the client's record.
Yes. Automations send reminders on a schedule until the client uploads their documents through a form.
On the Growth plan ($197 a month) our team sets up your system in the first week. On the Done-For-You plan ($297 a month plus a one-time $997 build fee) we build your sales funnel and the full automated backend for your business.
Oceanic Funnels OS starts at $67 a month with unlimited contacts and users. Usage like SMS, email and AI is pay-as-you-go, and WhatsApp is a +$19/month add-on.
One system for funnels, CRM, SMS, WhatsApp, AI agents, booking and payments. Or let our team build it for you.