Dbarok Purser
AI-powered lead capture & appointment automation
for tax preparers and professional services.
The Problem
Tax season is your busiest time — and your biggest leak.
Missed Calls = Lost Revenue
Your phone rings while you're with a client. Nobody picks up. The prospect calls the next preparer on Google. That's $500–$2,000 gone in 30 seconds.
Manual Follow-Up Fails
Sticky notes, call-back lists, voicemails. By the time you get to them, the lead is cold. During tax season, every hour matters.
No-Shows Cost You Double
You blocked the time. You prepared. They didn't show. No recovery attempt. No rebooking. Just lost hours and empty calendar slots.
Purser fixes all of this automatically.
How It Works
4 steps. Zero effort from you.
Captures Missed Calls & Leads
Missed call? New web form submission? Purser is notified instantly. It responds within seconds via SMS — while the prospect is still thinking about calling someone else.
Qualifies via SMS
A natural, conversational SMS sequence asks the right questions: What do you need? How many years? Are you self-employed? Serious prospects self-select. Time-wasters fall off.
Books Appointments Automatically
Qualified leads are sent your Calendly link and guided to pick a time. The appointment lands on your calendar with all the info you need — no phone calls required.
Sends Reminders & Follows Up
Automated reminders before the appointment. Document requests to prepare clients. If they no-show, Purser follows up and offers a new slot — recovering revenue that would otherwise be lost.
Features
Everything you need. Nothing you don't.
24/7 Automated Lead Response
Never miss a lead again. Purser responds to missed calls and new inquiries around the clock — even when you're with a client or closed for the weekend.
SMS Qualification Sequences
Engages prospects via intelligent SMS conversations. Qualifies their needs, collects info, and filters out non-serious inquiries before they hit your calendar.
Automatic Calendar Booking
Integrates with Calendly to book qualified leads directly onto your calendar. No back-and-forth. No phone tag. Appointments appear while you sleep.
Appointment Reminders & Document Requests
Automated reminders reduce no-shows. Purser also requests required documents ahead of appointments so you're never waiting on clients during meetings.
No-Show Recovery & Rebooking
When a client no-shows, Purser automatically follows up and offers rebooking options — recapturing lost revenue without any manual effort from your team.
Weekly Performance Reports
Clear weekly summaries: leads captured, appointments booked, no-shows recovered, and revenue protected. Know exactly what Purser is doing for your business.
Spanish/English Bilingual Support
Serves English and Spanish-speaking clients equally. Purser detects language preference and responds accordingly — no setup required.
Works with Any Professional Services Office
Built for tax preparers, accountants, bookkeepers, attorneys, and financial advisors. If you have appointments and leads, Purser handles the follow-up.
Voice Receptionist
Answers Your Phone 24/7 —
In English AND Spanish
Never miss a call again. Purser's AI Voice Receptionist answers every call, handles basic questions, books appointments in real time, and transfers complex cases to your team.
- Answers calls 24/7 including nights and weekends
- Books appointments during the call via live calendar check
- Full bilingual — switches to Spanish automatically
- Transfers to human instantly when needed
Voice Receptionist available on Growth and Full Autonomy plans
Pricing
Plans that pay for themselves.
One booked client covers your first month. Everything after that is recovered revenue.
Starter
For solo practitioners and small offices ready to stop missing leads.
- Up to 100 leads/month
- 24/7 automated SMS response
- Calendly integration
- Appointment reminders
- Weekly performance report
- English & Spanish support
- Email support
Growth
For growing firms managing higher lead volume and multiple staff calendars.
- Up to 300 leads/month
- Everything in Starter
- Voice Receptionist (24/7 bilingual)
- Multi-staff calendar routing
- Document request automation
- No-show recovery sequences
- Custom SMS qualification flow
- Priority support
Full Autonomy
For high-volume offices that want complete hands-off lead management.
- Unlimited leads/month
- Everything in Growth
- Voice Receptionist (custom voice)
- Custom AI personality/voice
- CRM integration (custom)
- Advanced analytics dashboard
- Dedicated account manager
- SLA guarantee
All plans include a 30-day onboarding period. Cancel anytime with 30 days notice.
Built For
If you have clients and appointments, Purser is for you.
Stop losing leads. Start booking automatically.
Book a free 30-minute demo. We'll show you exactly how Purser works for your business.