ClickFunnels 2.0 for Accountants

We may earn commissions if you buy via links on our website. Commissions don’t affect our opinions or evaluations. Learn more.

Accountants can use ClickFunnels 2.0 to generate leads, sell services, and manage clients.

The platform lets accountants create landing pages, book and schedule consultations, and automate marketing flows.

Key Takeaways:

How Accountants Can Use ClickFunnels 2.0

As ClickFunnels 2.0 has many features and tools, accountants can use them to offer many unique solutions to clients. To help you get an understanding of the potential, we’ve listed a few ways that they can use the platform:

  • Generate Leads – Craft landing pages that allow potential customers to enter their contact information and describe the accounting solutions they’re looking for.
  • Consultation and Tax Solutions – Practices can advertise specific solutions to clients. They can purchase consultation packages, pay, and book them on the website.
  • Store Records – After an accountant has onboarded a new client, they can add them to the membership area, where they’ll be able to find all of their financial records.
  • Manage Customers – The CRM, customer relationship manager, solution allows firms to carefully track each client and take notes for upcoming deadlines to inform them.

ClickFunnels 2.0 Features for Accountants

Landing Pages

Accountants can create landing pages to advertise offers and generate leads.

Examples of offers could include a free consultation, discounted service, and a tax optimization guide.

ClickFunnels 2.0 helps accountants create offers in return to generate leads using the following features:

  • Forms – Get leads to fill out their contact information and give key details about what services they’re looking for.
  • Call to Action – These are prominently displayed buttons and calls to encourage leads to submit forms.
  • Drag-and-Drop Builder – Landing pages are quick and easy to build using the editor; no technical knowledge is required.
  • Page Elements – Include testimonials, social proof, contact information, address, phone number, About Us sections, and videos.


If a lead is interested in your services and is ready to book an introductory or discovery call, they can do this on your landing page and website.

ClickFunnels 2.0 allows leads to create bookings and schedule appointments with your company.

The prospect can select their preferred date and time and give more details about their needs so that the accountant can prepare for the call.

This feature saves accounting firms a lot of time, as they no longer have to go back and forth over email to arrange a time. They can automate the booking process and push the appointment to their calendar.


ClickFunnels 2.0 integrates with thousands of other platforms using automation and workflow tools such as Zapier.

For accountants that use conferencing, project management, and SMS marketing, here are some platforms that you can integrate with:

  • Zoom
  • Microsoft Teams
  • Asana
  • Twilio
  • ClickUp
  • Trello


Today, it’s essential that all accountancy companies have an online presence. ClickFunnels 2.0 lets accountants quickly set up their websites using its intuitive drag-and-drop editor.

Websites ensure prospective clients can find you, build trust, and display your services.

The platform provides you with the following features and elements to get started:

  • Website Templates – Pick the most relevant one and start editing content for easy setup.
  • Customize – Change all fonts, logos, and color schemes to match your brand.
  • Page Elements – Add client testimonials, videos, services offered, inquiry forms, and contact information.

Email Marketing

ClickFunnels 2.0 lets accountants create flows and broadcasts with its email builder, which can streamline their onboarding process and generate more sales.

Some examples of flows accounting companies could set up include:

  • Booking Confirmations – After a new or existing client has booked a call, you can send a confirmation email.
  • Newsletters – Update clients with any new tax law changes and new services offered by the practice.
  • Reminders – If tax deadlines are approaching, accountants can send out reminders to their clients.

To better understand how to create these emails, we’ve compiled a list of email marketing features for you below:


To seamlessly connect the platform’s features and automate their marketing, accountants need to use the workflows feature.

The platform’s workflow tool is similar to Zapier, which we covered in the integrations section.

However, one key difference is that ClickFunnels 2.0’s internal tool is specifically designed to bring together its features.

A workflow that an accounting company can use:

  1. A potential client schedules a call.
  2. An email is then sent to confirm the meeting.
  3. A pre-call survey is sent via email to get more details on the potential client’s needs for the accountant to prepare.
  4. The meeting is synced with the accountant’s calendar using a third-party integration, and meeting links are sent out.
  5. Post-call, a survey and feedback form are sent to understand how to improve their services.

As you can see in this example workflow, each action sets off a trigger; and you can integrate third-party software into the flows.


A customer relationship manager (CRM) lets you manage your contacts, build relationships, and document your client interactions – each contact will have their own customer profile.

An effective CRM is crucial for success.

Accountants can add internal notes for each client with essential information. For example, the upcoming tax deadlines, filing notes, and actions concerning that customer’s taxes.


The blogging feature can be used to build authority and for marketing your accounting services online.

When looking for accounting and tax advice, potential customers are likely to search for a long time and have many questions. Therefore, you can position yourself as an expert by creating a blog that answers these questions.

ClickFunnels 2.0 lets you integrate a blog into your website – you will no longer have to use a third-party builder such as WordPress.

On blog posts, you can capture readers’ contact information with form embeds, allowing users to market to them later.

Which ClickFunnels 2.0 Subscription Plan Do Accountants Need?

The ClickFunnels 2.0 Basic plan, which costs $147 per month, can be used by accountants. Some of the features that this plan has include landing pages, scheduling, integrations, a website, and marketing automation.

In addition, you can use your own custom domain and link your website to a Google Maps listing on this subscription.


  • Basic Plan – $147/month
  • Pro Plan – $197/month
  • Funnel Hacker – $297/month

Annual subscribers save between $20-$89 per month.

FeatureBasic PlanPro PlanFunnel Hacker
Landing Pages
Email Marketing

How to Generate More Leads as an Accountant Using ClickFunnels 2.0

To help generate more leads and expand your accountancy company, we’ve come up with three ways to kickstart your growth:

  • Test Offers – Companies can use the previously mentioned A/B testing feature to trial different introductory offers to find the highest-converting one.
  • Paid Traffic – Accountants could generate my leads by using advertising platforms such as Google, Bing, and Meta to showcase their offers.
  • Start a Blog – As previously mentioned in the features section, starting a blog that covers all the most commonly asked questions can bring in leads. Accountants can add their offers and forms to schedule discovery calls in the blog post.
How to Generate More Leads as an Accountant Using ClickFunnels 2.0

Tips for Accountants Using ClickFunnels 2.0

We’ve come up with a few tips to help you get set up, optimize, and grow using ClickFunnels 2.0:

  • Link to Google Maps – If your accountancy company has an office, you can increase your leads by linking your website to your Google Maps listing. This will allow people searching locally to find you.
  • Ask for Help – If you’re ever stuck, the platform offers chat support to help you. There is also a large wiki with training documents and a large Facebook Group that you can join.
  • Be Flexible – Many small freelancers and companies may not be around during business hours. Test opening bookings for some evening slots to see if more people book discovery calls during these times.
Tips for Accountants Using ClickFunnels 2.0

What Software Does ClickFunnels 2.0 Replace for Accountants?

If you’re an accountant looking to subscribe to ClickFunnels 2.0, you should be aware of all the software it replaces.

This will give you a better idea of all the potential savings you can make when you switch to the platform.

Here is the list of ClickFunnels 2.0 features and what they replace:

  • Landing Pages, Websites
    • Wix
    • WordPress
  • Email Marketing
    • MailChimp
    • ActiveCampaign
  • Workflows
    • Zapier
  • CRM
    • Keap
    • Hubspot
  • Blog
    • WordPress

Frequently Asked Questions

ClickFunnels 2.0 has landing pages, scheduling, integrations, a website builder, email marketing, workflows, CRM, and a blog, all of which accountants can use to grow and streamline their businesses.

An accountant can get started with a ClickFunnels 2.0 Basic subscription plan, which costs $147 per month. This plan has all the core features required to generate leads and create a strong online presence.

Yes, you can use ClickFunnels 2.0 to generate leads, host webinars, schedule appointments, and automate your marketing.

Was this page helpful?
  • Samuel Fletcher

    Samuel Fletcher is a entrepreneur with over 15 years in online course development. With an in-depth understanding of online course platforms, including Kajabi, Thinkific, LearnWorlds, and more, he has not only created courses on these platforms but has also assisted others in their course creation journeys. Beyond his hands-on experience, Sam is a passionate blogger, online business mentor, and a proactive contributor to community initiatives. His commitment to excellence and belief in dedication, perseverance, and unwavering commitment drives his success. Recognizing the gap in unbiased, quality information about online course platforms, he co-founded SupplyGem. In addition to his leadership role, Samuel serves as a Technical Writer at SupplyGem, sharing his expertise with a broader audience. Moreover, he's an active member of professional associations such as the Association for Talent Development (ATD), The Learning Guild, and others, underlining his dedication to continuous learning and industry advancement.

Leave a Reply

Your email address will not be published. Required fields are marked *

Disclosure: I am an independent ClickFunnels Affiliate, not an employee. I receive referral payments from ClickFunnels. The opinions expressed here are my own and are not official statements of ClickFunnels or its parent company, Etison LLC.

ClickFunnels 2.0