AI receptionist for accounting firms
Missed calls cost accounting firms new clients, especially in tax season. Your AI receptionist captures the lead, books the discovery call and leaves tax advice to your team.
What it looks like
Prospect asks what you charge for a return with rental properties
Gives the pricing range your firm has approved. Notes that rental properties add complexity. Then books the discovery call instead of guessing at a final fee on the spot.
Caller asks whether they should incorporate this year
Doesn't weigh in. Captures the basics, notes the question and books time with the right accountant so your team can review the facts.
Current client just got a tax-authority letter and is panicking
Stays calm. Captures which authority sent it, the notice date and the callback details without trying to interpret the letter. The summary lands in your dashboard and email after the call.
What your receptionist handles out of the box
Never gives tax advice
Your receptionist won't answer 'can I deduct this?', 'should I incorporate?' or 'is this taxable?' It captures the question, keeps the intake moving and turns tax advice into a conversation with your team.
Qualifies new prospects
Tax prep, bookkeeping, payroll, cleanup work, advisory or entity formation. Your receptionist can figure out what the caller actually needs, capture the basics and make sure the first conversation starts with context.
Books discovery calls
Your receptionist can share the pricing range your firm has approved, without acting like every return or bookkeeping setup costs the same. Then it books the discovery call onto your dashboard calendar with the intake attached.
Handles current-client calls cleanly
Existing clients call with filing-status questions, notice letters, bookkeeping issues, billing questions or a simple 'have my accountant call me back.' Your receptionist captures the reason for the call, the best callback number and the message in your dashboard without pretending to know the file.
Captures tax-notice calls clearly
IRS, CRA, HMRC or local tax notices put people on edge fast. Your receptionist captures which authority sent it, the date on the notice, whether the caller is current or new and what they are worried about, without trying to explain the letter.
Handles document-submission questions
W-2s, 1099s, payroll reports, notice letters. Callers often want to send documents before anyone has even looked at the file. Your receptionist can tell them the submission instructions your firm has approved instead of improvising on the call.
Handles tax-season overflow cleanly
Tax season brings the same rush every year. Extension questions, pricing calls, new prospects, current clients asking what you still need. Your receptionist keeps those calls organized, captures the right details and gets each one into your dashboard instead of letting the line back up.
Filters the sales pitches
SEO vendors, AI-bookkeeping pitches, offshore outsourcing and lead-gen services hit accounting firms constantly. Your receptionist ends those interruptions politely and logs the call in your dashboard.
Knows the words your callers use
Accounting callers use shorthand your office hears every day. 'I need to file an extension.' 'I got a CP2000.' 'The CRA sent me a letter.' 'We're three months behind on bookkeeping.' Your receptionist knows what those calls are about and what details your team will need next.
Customize in minutes
No black box. Everything your receptionist knows is visible, and you can edit it.
See and control
Every piece of business knowledge your receptionist uses is editable from your organization's settings page. Pricing ranges, services offered, jurisdictions served, tax-season cutoffs and intake questions. Nothing hidden, nothing guessed.
Add instructions on top of what it learned
Your receptionist starts with accounting-firm best practices and what it reads from your website. Layer on anything specific to your firm. "Always ask which bookkeeping software they use." "Never quote an amended return before review." Save the change, it's live.
Add your intake questions
Every prospect can be asked the questions you care about. Entity type, location, rough monthly volume, current software and filing deadline. It all lands with the lead in your inbox right after the call.
Try your AI receptionist
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