People looking for an accountant tend to ask local, practical questions: who helps with self-employed tax, who works with small limited companies, who is nearby. The assistant's answer often comes from directories and a few review sites. The mention tracking agent records which firms are named for your questions, and where yours sits.
The source mapping agent then shows which directories and articles carry the weight, so you can see whether your profile is complete or missing altogether. Partners can then judge which directories deserve attention and which can safely wait. That tells you where an update would help most.
The agents do not give financial or tax advice, and they never move money. They report on how your firm is described and help correct facts such as services, locations and fees. A partner reviews any public wording before it goes live. Partners see drafts first.
In the first month we agree a list of local and service-specific questions, build the agents, test them with your team and go live. At day 30 you receive a results review: where the firm is named, which directories carry weight and which profile details need correcting. This approach suits firms that can update their own profiles and website. If you cannot, we would help you plan who should own those tasks first, rather than start tracking something nobody can act on.