From signup to first lead in under ten minutes
CPA Leads Co is fully self-serve. No sales calls, no contracts, no minimum term.
- 1
Create your account
Sign up with email or Google. Tell us your firm name, firm type, licenses (CPA, EA or none) and the states you're licensed in.
- 2
Choose services & filters
Pick the lead categories you want. Every filter is optional and defaults to “any”: states, ZIPs, entity types, revenue and employee bands, industries, timeline, has-current-CPA, and service-specific minimums like cost basis, R&D spend or amount owed.
- 3
Pick your lead type
Exclusive (one buyer), shared (up to three buyers) or aged-only. You can change this at any time.
- 4
Set budget caps
Daily, weekly and monthly spend caps plus a max-leads-per-day limit so you never get more than your team can call.
- 5
Choose delivery
Dashboard is always on. Add email, SMS alerts (with explicit opt-in) and a webhook URL to push leads straight into your CRM.
- 6
Add a card & go live
Save a card and buy a credit pack ($250, $500, $1,000 or $2,500). Your account goes live instantly. Turn on auto-recharge to stay funded.
- 7
Leads arrive in real time
Our routing engine matches each new lead against buyer filters, wallet balance and caps, debits your wallet atomically and delivers it within seconds.
- 8
Work & track
Update status (new, contacted, appointment, engaged, lost), add notes, export CSV, and request a return within 72 hours if the phone is bad, it's a duplicate, or the consumer didn't request contact.
Your next client is filling out a form right now.
Create an account, add a card and set your filters. Leads start arriving the moment you go live.