Attract top-quality accountancy clients and grow your firm faster
Transform the right prospects for your accountancy firm into paying clients with our powerful sales funnel software, made by experts.
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Build a business-boosting sales funnel with our easy-to-use digital tools
Accountancy firms are in demand right now. But with so much competition, standing out in a crowded market is tough.
With ScoreApp, you can promote your accountancy services in a way that stops people in their tracks and inspires them to instantly engage.
We have all the tools you need to attract the best-quality leads to your business and transform them into paying clients. Sign up for ScoreApp and access easy-to-use digital tools designed to help you build a sales funnel that attracts, engages, and converts your ideal fit clients, time after time.
Oh, you can also integrate ScoreApp with your current CMS or email marketing tool to send automated personalized messages to your most qualified accountancy leads with ease. Now you’re in control.
Meet ScoreApp’s powerful sales funnel marketing features for accountants
ScoreApp’s customizable quiz templates, easy audience segmentation tools, and flawless automation features give you the tools to earn the best results from your sales funnel. Let’s take a look.
Attract the right leads and find out what they want (and need)
Know your accountancy leads’ needs. ScoreApp’s growing library of financial quiz templates will make the perfect lead magnet for your sales funnel. You can create a landing page and build a personalized quiz using our simple drag-and-drop customization features. Why? To inspire the right leads to engage with your business and ask questions that will give you an insight into exactly what they want (and need).
Pre-qualify and segment your leads the right way
Leave the guesswork in the past (like an age-old tax return). ScoreApp arranges your leads’ quiz data and segments them into relevant groups for you, almost instantly. That means you can reach out to the right leads with accountancy tips, recommendations or incentives personalized to their exact financial needs. The result? More engagement. More trust. More sales.
Send tailored follow-up content and seal the deal
Personalized marketing, made possible. Target specific segments of your audience with follow-up content that offers real personal value. If your audience segment are new solopreneurs, for example, you could send a follow-up email with a ‘newbies tax return checklist’ and a discount on their first tax return.
Oh, and remember—you can hook ScoreApp up to your current CMS or email marketing tools to automate your follow-up messages and convert more clients with razor-sharp efficiency.
A library of customizable quiz templates made especially for accountants and financial service providers
Job Satisfaction Analysis
Evaluate your job satisfaction by analyzing morale, engagement, and areas for improvement.
Leadership Skills Evaluator
Assesses leadership skills and provides feedback to help you grow and inspire others.
Revenue Maximiser Review
Analyzes your financial landscape, providing insights to optimize revenue and grow your business.
Skilled Negotiator Scorecard
Evaluates negotiation skills, offering insights to boost sales performance and deal-making.
Relationship Scorecard
Evaluates relationships, offering insights on strengths, improvement, and healthier connections.
1-2-1 Strategy Session
Invites individuals to book a 1-2-1 consultation for tailored strategies and actionable insights.
“I'd like to say we use it for marketing, but we actually don't.”
Using ScoreApp we are able to understand the people that we're working with
See how Laura did it
We run (part of) our business on ScoreApp
We use it to determine people's mental health and workplace well-being in organisations, and we give them self care reports back based on the information they provide us. In each business and we're able to give them something back in the shape of the PDF every single time they complete the quiz
Understanding our clients
We use it to determine people's mental health and workplace well-being in organisations, and we give them self care reports back based on the information they provide us.
Every client gets their own report
We're giving something back to each individual that spent their time completing the questionnaire
Using ScoreApp has dramatically helped us generate diagnostics in our workplace wellbeing business
How to use ScoreApp to build an effective sales funnel for your accountancy business
Create your interactive financial services quiz or scorecard
Decide on your marketing goals and pick an interactive quiz or scorecard template from our financial services library. Use our drag-and-drop features to add your branding and edit each question to ensure you gather the information you need to understand your leads more personally.
Build a landing page to promote your quiz or scorecard
Once you’ve created your quiz or scorecard, you can build a landing page to promote it to your target audience. Use our slick customization features to add visual appeal to your landing page and add content that tells your leads how they’ll benefit from interacting with your quiz or scorecard.
Share personalized quiz or scorecard results with your participants
Send your participants tailored quiz results automatically based on their answers or responses. Doing so will demonstrate your niche financial expertise, cement trust, and help you build a deeper bond with your leads—the kind that results in sales.
Segment your leads according to their quiz or scorecard responses
Let ScoreApp arrange your participants into relevant target groups based on their quiz or scorecard responses. Connect with accessible participant data that offers the insight you need to tailor your follow-up content to your leads’ exact needs, showcases your authority, and inspires action.
Transform warm leads into loyal clients with personalized follow-up content
Integrate ScoreApp with your CMS or email marketing tool and reach out to your leads with automated content, offers, and personalized recommendations based on their financial needs. You can even upsell or cross-sell your accountancy services to your most keen leads to increase your profits. Perfect.
4 reasons why ScoreApp will help your accountancy business thrive
1. Inspire meaningful engagement.
Use our interactive quiz-based lead magnets to connect with potential clients in a way that’s exciting and offers genuine value. No more fluff. No more empty promises. Our engagement tools are fun, meaningful, and shine your services in their best light.
2. Focus on the right leads.
Collect priceless data that will tell you which leads are worth pursuing and give you an insight into their financial needs. No more guesswork. No more time wasted. Now you’re in charge.
3. Nurture your prospects.
Close more clients. Build a value-driven sales funnel with ScoreApp and nurture your leads at each stage of their journey with slick automation features made to close conversions and maximize profits.
4. Build brand awareness.
Command attention and create awareness by tailoring our templates with your font, color scheme or logo. You don’t need to be a graphic designer or professional techie—our drag-and-drop editing tools make branding easy.
All the while saving nearly 1000 hours of fact-finding time over the years
Whilst simultaneously growing my list, I did it with ScoreApp
I'm really blown away by how easy it was and the results that it's given me.
ScoreApp: Made by experienced marketing specialists
Meet ScoreApp: your brand new marketing partner
We’re the platform for attracting relevant leads and collecting priceless marketing insights. Our software is designed to help you grow your accountancy business consistently. Want to find out more (go on, you know you do)?
Get to know ScoreApp →Access actionable sales and marketing guides
Discover all you need to know about our slick sales funnel marketing features and how to use them in our official Help Center.
Explore the Help Center →Team up with top industry specialists
Whether you want top-tier copywriters or seasoned ad professionals to bring your financial services to life, ScoreApp’s Partner Directory will connect you with specialists who will help you get results.
Browse ScoreApp’s Partner Directory →Starter plan
Everything you need to start generating data rich leads
Billed at
- 5 live Scorecards
- Includes 200 responses per month
- 1 user
Key Features:
- Unlimited landing pages
- Dynamic result pages
- View & export all response data
- Connect your CRM
Business plan
Generate more leads and more data
Billed at
- 10 live Scorecards
- Includes 1000 responses per month
- 3 users
Key Features:
- Everything from starter
- Use your own domain
- Abandon email
- Advanced insights
- Custom CSS / Scripts
- Google Analytics & Facebook pixel
- Dynamic PDF Report
- Audiences
Pro plan
Advanced features for making more sales
Billed at
- 30 live Scorecards
- Includes 3000 responses per month
- 5 users
Key Features:
- Everything from business
- Data enrichment
- Split testing
Enterprise plan
Scale up as required, with tailored plans and onboarding
Pricing on application
- Infinitely scalable
- Seats for everyone
- VIP support
- Tailored onboarding
- Granular permissions
- SSO
All prices shown are subject to any applicable taxes in your location
Frequently asked questions
Take your accountancy business to new heights with ScoreApp. Now’s the time to strike.
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