Get accounting inquiries with the business context attached.

Comora asks who the client is, how the business operates, the scale of the books, the software in use and the services required before requesting contact details. Your first conversation starts with the actual accounting need, not a blank ‘contact us’ message.

Build and preview your quote link before checkout.

This is what your team opens.

Entity type, turnover, payroll, transaction volume, bookkeeping software and required services arrive together, before your team decides whether to price, call or visit. The first reply can move the job forward instead of repeating the form.

  • Arrived at 7:42 PM, without anyone answering the phone.
  • Cases involving messy books, entity complexity and advisory work are visible before a price or appointment is promised.
  • Your team can qualify the engagement and request the right records in one reply.
Ledgerline AccountingTue Aug 18 · 7:42 PM
NEW QUOTE REQUEST
Maya T.
Accounting and bookkeeping · 78704
(512) 555-0193maya.t@example.com
What do you need help with?
Tax return
What should be included?
Annual tax return
Tell us what you want included
Details provided
Who is this for?
Just me
Which structure?
Individual tax return
Anything else in your return?
None of these
Roughly what's the annual revenue?
Under $100K
How many employees on payroll?
None
Reply with a price Call (512) 555-0193 Text

The same customer, two different Mondays.

You are not choosing between Comora and other software. You are choosing between this and the contact form already on your website.

Your contact form today

Name
Maya T.
Email
customer@example.com
Message
“Can someone help with my books and tax?”
  • You still need to ask about entity type, turnover, payroll, transaction volume, bookkeeping software and required services.
  • The first callback is spent collecting details rather than moving the job forward.
  • You cannot tell whether the request fits before your team replies.

The same inquiry, on your Comora link

Tax returnAnnual tax returnDetails providedJust meIndividual tax returnNone of theseUnder $100KNoneZIP 78704Contact + email
  • Entity type, turnover, payroll, transaction volume, bookkeeping software and required services are already attached to the request.
  • Cases involving messy books, entity complexity and advisory work are flagged before the first reply.
  • Your team can qualify the engagement and request the right records in one reply.

The questions your customers answer.

This is the accounting and bookkeeping question set Comora starts with. It captures the details your team needs without asking customers to understand your internal quoting process.

16questions in the set
9appear only when relevant
55stypical time for a customer
Lastcontact details asked at the end
What do you need help with?1 question

What do you need help with?

Tax return · Financial statements or filings · Bookkeeping or payroll · Advice, planning or setup · A mix of these

Changes whether the request can be priced online or needs the team to review it.

What should be included?2 questions

What should be included?

Asked when relevant

Annual tax return · Financial statements · Sales tax filings · Ongoing bookkeeping · Payroll processing · Advisory or planning · New business or structure setup

Appears only when an earlier answer makes this detail relevant to the job.

Tell us what you want included

Asked when relevant

Customer enters a short answer

Appears only when an earlier answer makes this detail relevant to the job.

Who is this for?1 question

Who is this for?

Just me · Sole proprietor · Partnership · LLC or corporation · Trust, S corporation, or multiple entities

Captures the customer's answer to “Who is this for?” before the first reply.

Which structure?2 questions

Which structure?

Asked when relevant

Individual tax return · Sole proprietor · Partnership · LLC or corporation · Trust · S corporation · Group with multiple entities

Appears only when an earlier answer makes this detail relevant to the job.

Anything else in your return?

Asked when relevant

Rental property · Stocks, mutual funds, or other investments · Crypto · Overseas income · None of these

Appears only when an earlier answer makes this detail relevant to the job.

Tell us about the business3 questions

Roughly what's the annual revenue?

Asked when relevant

Under $100K · $100K – $500K · $500K – $2M · $2M – $10M · Over $10M

Appears only when an earlier answer makes this detail relevant to the job.

How many employees on payroll?

Asked when relevant

None · 1 – 5 · 6 – 20 · More than 20

Appears only when an earlier answer makes this detail relevant to the job.

Roughly how many transactions a month?

Asked when relevant

Under 50 · 50 – 200 · 200 – 1,000 · More than 1,000

Appears only when an earlier answer makes this detail relevant to the job.

Where are the books now?2 questions

What are the books kept in?

Asked when relevant

Xero · QuickBooks · FreshBooks · Spreadsheets · Receipts in a box · Nothing yet

Appears only when an earlier answer makes this detail relevant to the job.

How up to date is everything?

Asked when relevant

Up to date · A few months behind · A year or more behind · Overdue tax filings

Appears only when an earlier answer makes this detail relevant to the job.

Do you already have an accountant?1 question

Do you already have an accountant?

Yes, looking to switch · Yes, want a second opinion · No · This would be my first accountant

Captures the customer's answer to “Do you already have an accountant?” before the first reply.

Contact, asked last4 questions

Your name

Customer enters a short answer

Identifies the customer after the job has been scoped.

Email

Customer enters their email

Provides a written return path after the work has been described.

Phone

Customer enters their phone number · Optional

Optional — but a text is usually the fastest way to get your price.

ZIP code

Customer enters a short answer

Checks the job against the business's service area before the request is sent.

These questions, on your own link, today.

Preview the whole flow before you pay a cent.

Start today

Accounting and bookkeeping requests should be scoped before they are priced.

Comora does not suggest an instant price for this industry. It collects the job details your team needs, then leaves the assessment and final number with you.

No automatic price is shown. The customer completes a useful request without being given a guessed number.

Keep messy books, entity complexity and advisory work with your team. Risk, diagnosis and site-specific work are reviewed by a person.

The scope still arrives complete. Your team receives the answers and photos needed to choose the next step.

Before you ask.

The questions are already written.

The accounting and bookkeeping flow uses the live questions and answer choices shown above.

The form does not guess a price.

The completed request goes to your team for assessment and response.

Works with the site you have.

Use one link on your website, Google profile, social pages, email or messages.

Preview before publishing.

Choose the work you offer and test the customer flow before sharing it.

Let the next accounting and bookkeeping inquiry arrive ready to assess.

Start with the accounting and bookkeeping flow, choose the work you offer, and preview exactly what customers will see.

Start today