AI receptionist foraccountants & CPAs.
An AI receptionist for accountants answers every call during tax season and all year. It books client appointments, answers routine questions and sends you a summary, so you can stay focused on the work.
A new client calls in March asking for help with their business taxes.
Handled by AIIt books a meeting and tells them what to bring.What can an AI receptionist do for accountants?
Tax season brings the most calls just when you have the least time. An AI receptionist handles the routine ones, so new clients still get an answer and your team can keep working.
Answer every call
Picks up during tax season, after hours and on weekends.
Book client appointments
Schedules meetings into Google or Outlook Calendar.
Screen new clients
Asks the questions you approve about their needs.
Answer routine questions
Covers your hours, location, services and document lists.
Route urgent calls
Transfers calls you mark as urgent to the right person.
Text you a summary
Every call arrives as a short note you can act on.
How an accounting call works
A new client calls in March asking for help with their business taxes.
The AI asks your intake questions and notes what they need.
It books a meeting and tells them what to bring.
You get a summary before the appointment.
See plans and prices on our pricing page, or read how much an AI receptionist costs.
Common questions.
Plans start at $149/month plus a $299 one-time setup. The Business plan, at $299/month plus $499 setup, adds calendar booking, lead qualification and urgent call transfer.
No. It collects information, answers office questions and books appointments. Tax advice stays with you and your team.
Yes. It can answer many calls at the same time. Choose a plan with enough minutes for your busiest month, which we can help you estimate.
We sign mutual NDAs, use encrypted connections and keep your data private to your firm. Please review your setup against your own professional obligations.
Monthly plans can be cancelled before your next billing date. Tell us your needs at your free consultation, and we’ll suggest the best setup.
Related solutions.
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Book a free demo and we will show you how it would work for your business.