ACCOUNTING FIRMS
Organize your firm without adding more work.
- You answer the same questions on WhatsApp every day.
- You chase documents client by client.
- New inquiries get mixed up with your existing clients.
- You get referrals, but your website doesn't explain what you do or how to get started.
A website, automatic answers and follow-up built around the way your firm already works.
How we work
01 Diagnosis
We understand where you are.
02 Proposal
We define what makes sense to do.
03 Implementation
We build it in stages.
04 Validation
We check that it works.
05 Evolution
We adjust it when needed.
Each solution handles one part of the firm's day-to-day. You can start with just one.
Website
So clients know what you do and how to get started before they reach out.
Services by client profile (sole traders, SMEs, companies), what the retainer includes, documents needed to start and how you work. No published fees.
More clarity from the start.
More clarity from the start.
When someone looks up your name after being referred, they find what you do, for which client profile and how to get started.
Next.js
TypeScript
ClaudeMarketing
So your ads reach the type of client you want to add.
Campaigns by client profile and service, with measurement to see which channel brings inquiries. No promises on cost or volume.
Ads ManagerThe goal is to identify which audience and channel generate better signals, not to promise a specific cost.
Google AnalyticsMetaChatbots
So the usual questions answer themselves.
Services, documents, how you work and first steps. Without asking for tax passwords or bank details.
Do you work with corporations?
WhatsApp BusinessClaudeCRM
So every new inquiry has a next step.
Inquiry, client profile, service, status and next action in one place, not in a separate spreadsheet.
Illustrative example
AI + automation
Less time chasing documents.
Reminders, document requests, deadline alerts and client reports, connected to your tools. The judgment stays with the firm.
Chasing documentation and remembering tasks.
The system runs reminders and records every step.
overdue retainer alerts and follow-up, without chasing each client one by one
periodic client reports built from data already in the system
tax deadlines and filings sent automatically
tax updates for the client base, without building each send manually
n8n
HetznerClaudeYou don't have to start from scratch.
If you already have spreadsheets, systems and a client base, we first see what's useful.
- Domains
- Accounts
- Databases
- Spreadsheets
- Websites
- Ad accounts
- Access credentials
What already works in the firm stays; the rest gets organized step by step. If you're coming from another provider, we coordinate the handover so the change is orderly.
Clear rules from the start.
We look at how your firm works before recommending anything.
Clear scope, timelines, investment and responsibilities.
If a spreadsheet or system works, we build on it.
We'd rather tell you than sell you something you don't need.
Latest projects.
What we build speaks for itself.
Why do firms choose us?
What changes for your firm.
Your firm explains itself.
Whoever arrives through a referral understands what you do and how to start.
Fewer interruptions in your day.
Repetitive questions get answered without stopping the team.
Every client, with their history in sight.
You know what was requested, what's missing and what comes next.
You start with a single piece.
Without suddenly changing the way the firm works.
Frequently asked questions.
What to know before getting started.
Zefell is a digital agency for small and medium-sized businesses based in Buenos Aires, Argentina. For accounting firms we build the website, chatbot, CRM and automations each firm needs. We work remotely with companies in Argentina and around the world.
No. We start with what is hardest for the firm today and add the rest only if it makes sense.
No. It answers questions about services, documents and first steps, without asking for tax passwords or bank details.
No. What we build handles how inquiries and clients arrive, get answered and are followed up. The firm's accounting system stays the same.
We first review what the firm uses. If something works, we build on it and connect the new pieces around it.
The firm. Domains, accounts, email, databases and access credentials stay under your control.
With a diagnosis: we understand how clients reach you today and where the firm's time goes. Only then do we propose what to do.
30 minutes · no commitment
Let's start with what takes up most of your time today.
A conversation to see where it makes sense to start in your firm.
