All three options route into Klivea’s bilingual intake. Pick the channel you prefer to use.
Continue on Messenger →Built by CPA and accounting professionals who qualify every client before you ever see them. Briefs land in your inbox with the client’s situation, their stated budget, and the services they need, already laid out. Decline freely; Klivea routes to the next CPA.
We screen, structure, and score every inbound. So by the time work reaches you, it looks like work, not chatter.
Every introduction passes through a structured pipeline before it lands in your inbox. Hover any step to see the transformation.
Klivea’s bilingual AI walks every prospective client through what a CPA would ask: visa, state, foreign assets, prior filings, urgency, and the budget they have in mind. Multiple choice where it makes sense, plain text where it doesn’t. The output is a structured client profile, not a chat transcript.
Klivea matches each profile against your declared specialties, license jurisdiction, and language fluency. Out-of-state work, language mismatches, and out-of-scope cases get filtered automatically. If you’ve set yourself to limited or not taking clients, briefs route to someone else.
You see one brief with the client’s full situation summarized on one screen. Accept, decline, or ask a clarifying question. Klivea relays it back. Once you accept, Klivea opens a group chat in the channel the client picked. Fees stay between you and the client.
No lead-list noise. No prospecting. Just a clean queue of clients Klivea has already qualified, with the brief already written.
3 introductions ready, reviewed by the Klivea team
128 inbound inquiries become 12 structured profiles become 1 introduction. You only see what matches.
Joining is free. Once a month, we send you an invoice listing the clients we matched to you. You confirm which ones actually signed. Klivea’s platform fee (10–25%) applies only to those. Never to introductions that didn’t convert.
Klivea’s matching is conservative. We’d rather send you fewer briefs than waste a partner’s morning on a bad match. Every match is filtered against your declared specialty before it goes out.
Each match comes with the client’s intake summary. Got a question? Reply with one and Klivea relays it to the client, then brings their answer back. Decide once you have what you need.
Three states you control. Klivea routes briefs only when you’ve set yourself open. Switch any time. No slots, no quotas, no penalties.
We only succeed when the match works. Tell us about your practice. If there’s demand we can route to you, we’ll be in touch within 5 business days.