Google Business Profile
Sync reviews, monitor ratings, and open response workflows.
CONNECTED STACK
Fit into the tools firms already trust.
Finwell improves acquisition and then hands the relationship to TaxDome or whichever practice system the firm chooses.FINWELLCapture → qualify → price → book
SECURE LEAD HANDOFF →PRACTICE SYSTEMOnboard → documents → service → billing
Google Ads
Tie paid search spend to qualified leads and booked consultations.
TaxDome
Send the lead brief into the system your firm already uses after conversion.
Zapier
Connect Finwell conversion events to the rest of your marketing stack.