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We enhanced the website and automated lead capture through to Xero.

For OzLedger, an accounting and tax practice across NSW and WA, we delivered three things: enhanced the website, implemented our Speed to Lead workflow, and automated client onboarding into Xero. Every enquiry is now captured, qualified, and turned into a Xero client, with nothing re-typed by hand.

Client OzLedger Sector Accountants & Tax Agents Regions NSW + WA Engagement Website + Speed to Lead + Xero onboarding
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What we delivered

Three systems, shipped and live.

Everything below is in production today, grouped by what it does.

01

Website enhancement

  • Faithful rebuild, then elevated layout, structure, and polish across versions
  • Self-hosted Google reviews: owned outright, not a rented widget
  • Blog, service, and legal pages a regulated practice needs
  • Clean, readable URLs for visitors and search
02

Speed to Lead workflow

  • Every enquiry captured in a live, time-stamped lead dashboard
  • Leads auto-qualified and answered with an instant reply
  • No inbox digging, no manual re-keying into another system
03

Client Onboarding to Xero automation

  • Approve a lead, client profile created in Xero Practice Manager automatically
  • ABN validated before the record is created
  • Lead marked an active client, no details re-typed by hand

The outcome

A site the client owns, that captures leads on its own.

Faster, cleaner site

Rebuilt from the ground up and elevated past the original, with clean URLs and a maintainable content structure.

Zero manual lead re-keying

Enquiries land qualified in a dashboard automatically, nobody copies a name and number from an inbox into another tool.

Owned, not rented

Reviews and lead capture are self-hosted and the client's to keep, no recurring fees to display their own data.

The difference is that leads no longer slip through the cracks. Every enquiry from the site is captured, answered, and waiting for us in one place, with no re-typing and no chasing. When we approve a client, their record is created in Xero on its own. STREaMLiNE delivered exactly what they said they would, on time.

OzLedger

Sri Pathmanathan - Founder & Tax Consultant

OzLedger - Certified Accountants & Tax Agents

ozledger.com.au · lead inbox LIVE
3
New today
2
Auto-qualified
< 1 min
First reply
EC1
Example Client #1
Annual tax return · NSW
HOT auto-replied
EC2
Example Client #2
Bookkeeping setup · WA
WARM auto-replied
EC3
Example Client #3
BAS lodgement · NSW
qualifying… HOT auto-replied APPROVED added to Xero
Auto-reply sent · 47s
Xero Practice Manager SYNCED
New client from approved lead
EC1
Example Client #1
Active client · NSW
ACTIVE
EC2
Example Client #2
Active client · WA
ACTIVE
EC3
Example Client #3
ABN validated · NSW
CREATED
Client created in Xero

Want a site that works this hard for you?

OzLedger was our first. The same playbook, faithful build, real automation, leads captured automatically, is ready for your business.

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