Practice management
Not another platform. A CRM built for accounting firms.
You don't need to migrate off the software that runs compliance. You need the client conversations that never happen: the S-corp comp campaign, the follow-up, the advisory offer. That's what this layer does.
What it does
Campaigns and follow-up, built for firm workflows.
It works the clients you already have instead of chasing strangers.
What you get
Four pieces the first campaign runs on.
Campaign library
The S-corp comp campaign ready to run, with the explainer and follow-up sequence written for firm clients.
Follow-up automation
Scheduled touches that keep a conversation moving without a staff member doing the chasing.
Advisory pipeline view
Which clients are compliance-only, which are mid-conversation, and which are ready for the advisory offer.
Firm-brand delivery
Everything the client sees carries your firm's name. Hearth stays behind the desk.
Under your name
Campaigns and follow-up run under the firm's brand.
The boundary
Workflow data only. Tax documents stay put.
This layer carries scheduling data and secure links. Tax documents never leave the professional firm's controlled environment. The security posture is published and readable before you ask.
How it starts
Three steps to the first campaign.
Pick the first campaign.
Most firms start with the S-corp comp conversation.
Load the client list.
Your firm decides which clients are in. Nothing runs without that call.
Run it under your name.
The campaign goes out, the follow-up runs, and booked conversations land on your calendar.
Start with the comp campaign.
The first campaign most firms run is the S-corp comp conversation. The report behind it is HearthRC Defense.