Apollo.io
Free sign-up; paid plan prices not in snapshot textFree tier
B2B contact database and sales engagement platform.
Checked Oct 15, 2026 DetailsVisit Apollo.io ↗
Follow-up & customer texting tools for CPA firms & consultants
We list 8 follow-up & customer texting tools for CPA firms & consultants, each checked on the vendor's own site. 6 publish a starting price; the lowest we found is $0 (free to start), from HubSpot (vendor page: “Free tools $0 for up to 2 users; Starter from $7-$20/seat/mo”).
Updated Oct 15, 2026
Featured · paid placements are labeled “Ad”
Sponsor this page| Tool | What it does | Entry price | Checked on |
|---|---|---|---|
| Apollo.io | B2B contact database and sales engagement platform. | Contact for pricing* | Oct 15, 2026 |
| Instantly | Cold email outreach with deliverability tools. | Outreach Growth $47/mo; bundles from $94/mo | Oct 15, 2026 |
| lemlist | Multichannel cold outreach with email and LinkedIn. | Email plan $55/mo yearly ($69 monthly) | Oct 15, 2026 |
| Liscio | Client portal, secure messaging and file exchange for accountants. | File Intelligence $19/user/mo annual; Platform $49; $99 tier | Oct 15, 2026 |
| Smartlead | Cold email at scale with unlimited mailboxes. | Contact for pricing* | Oct 15, 2026 |
| HubSpot | CRM with marketing, sales and service hubs plus AI. | Free tools $0 for up to 2 users; Starter from $7-$20/seat/mo | Oct 15, 2026 |
| Keap | CRM and marketing automation for small businesses. | Starting at $299/mo (or $2,988/yr) | Oct 15, 2026 |
| Quo (formerly OpenPhone) | Business phone app with shared numbers and AI call summaries. | Starter $19/user/mo; Business $33; Scale $47 | Oct 15, 2026 |
* Contact for pricing: the vendor publishes no price on its own site, so we don't show one. How we handle this.
Instantly
Outreach Growth $47/mo; bundles from $94/mo
Cold email outreach with deliverability tools.
Checked Oct 15, 2026 DetailsVisit Instantly ↗
lemlist
Email plan $55/mo yearly ($69 monthly)
Multichannel cold outreach with email and LinkedIn.
Checked Oct 15, 2026 DetailsVisit lemlist ↗
Liscio
File Intelligence $19/user/mo annual; Platform $49; $99 tier
Client portal, secure messaging and file exchange for accountants.
Checked Oct 15, 2026 DetailsVisit Liscio ↗
Smartlead
Tiered plans; pricing table not clearly parsed in snapshot
Cold email at scale with unlimited mailboxes.
Checked Oct 15, 2026 DetailsVisit Smartlead ↗
HubSpot
Free tools $0 for up to 2 users; Starter from $7-$20/seat/moFree tier
CRM with marketing, sales and service hubs plus AI.
Checked Oct 15, 2026 DetailsVisit HubSpot ↗
Keap
Starting at $299/mo (or $2,988/yr)
CRM and marketing automation for small businesses.
Checked Oct 15, 2026 DetailsVisit Keap ↗
Quo (formerly OpenPhone)
Starter $19/user/mo; Business $33; Scale $47
Business phone app with shared numbers and AI call summaries.
Checked Oct 15, 2026 DetailsVisit Quo (formerly OpenPhone) ↗
Also works for any business
General tools with this job that aren't built for CPA firms & consultants specifically. Not counted in the total above.
ActiveCampaign
Plan prices not in snapshot text; 14-day trial
Email marketing and automation.
Checked Oct 15, 2026 DetailsVisit ActiveCampaign ↗
Birdeye
No public prices
AI reputation, reviews, listings and messaging platform for local businesses.
Checked Oct 15, 2026 DetailsVisit Birdeye ↗
Brevo
Free forever plan; paid prices not in snapshot textFree tier
Email, SMS and CRM platform.
Checked Oct 15, 2026 DetailsVisit Brevo ↗
Constant Contact
Lite from $10.20/mo billed annually; Standard $29.75; Premium $68
Email and SMS marketing for small businesses.
Checked Oct 15, 2026 DetailsVisit Constant Contact ↗
Crisp
Mini $45/mo per workspace; Essentials $95/mo; free plan features referenced
Customer messaging platform with chatbot and shared inbox.
Checked Oct 15, 2026 DetailsVisit Crisp ↗
Freshdesk
Growth $19/agent/mo billed annually; AI Agent sessions $49/100
Customer support helpdesk with AI.
Checked Oct 15, 2026 DetailsVisit Freshdesk ↗
Help Scout
Standard $25/user/mo; Plus $45; Pro $75
Shared inbox, help center and AI support tools.
Checked Oct 15, 2026 DetailsVisit Help Scout ↗
HighLevel
Starter $97/mo ($970/yr); Unlimited $297/mo; 14-day trial
All-in-one marketing CRM for agencies and local businesses.
Checked Oct 15, 2026 DetailsVisit HighLevel ↗
Intercom
Helpdesk $19/seat/mo + Fin AI Agent $0.99/outcome; Advanced $85/seat
AI customer service agent and helpdesk.
Checked Oct 15, 2026 DetailsVisit Intercom ↗
Mailchimp
Free plan (up to 250 contacts); paid plans from $13/mo for 12 months (promo), price rises with contact countFree tier
Email marketing and automation.
Checked Oct 15, 2026 DetailsVisit Mailchimp ↗
Podium
No public prices
AI employee, reviews, texting and payments for local businesses.
Checked Oct 15, 2026 DetailsVisit Podium ↗
Tidio
Starter $24.17/mo (100 conversations); Growth from $49.17; 7-day trial
Live chat and AI chatbot for websites.
Checked Oct 15, 2026 DetailsVisit Tidio ↗
FAQ
What follow-up & customer texting tools work for CPA firms & consultants?
8 tools on this page, including Apollo.io, Instantly, lemlist, Liscio. Each was checked against the vendor's site, most recently on Oct 15, 2026.
Which follow-up & customer texting tools for CPA firms & consultants publish their prices?
6 of 8: HubSpot (Free tools $0 for up to 2 users; Starter from $7-$20/seat/mo); Liscio (File Intelligence $19/user/mo annual; Platform $49; $99 tier); Quo (formerly OpenPhone) (Starter $19/user/mo; Business $33; Scale $47); Instantly (Outreach Growth $47/mo; bundles from $94/mo); lemlist (Email plan $55/mo yearly ($69 monthly)). The rest ask you to contact sales or book a demo.
Is there a free option?
The vendor sites for Apollo.io, HubSpot state a free tier or free plan as of our last check.
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