01
New client inquiries
Captures individual or business, services needed and timing, then books a consultation with the right person.
ACCOUNTING & CPA FIRMS
An AI receptionist for accounting firms
built for tax season.
From January to April, an accounting firm's phones ring more than the team can answer, mostly with the same questions. An AI receptionist answers on your number, books consultations for new clients, routes existing clients to their preparer, answers routine questions about deadlines and document drop-off from your notes, and keeps a record of every call.It never gives tax or accounting advice and never discusses a client's return. Those conversations go to your professionals.
AI Receptionist for Accounting and CPA Firms · Inbound flow Live
- Inbound callConversation captured
- LeadQualification complete
- RoutingRule matched
- BookingNext step queuedReady
Illustrative workflow
Review Business Process Automation Services. A related guide to check alongside this page is AI Receptionist for Insurance Agencies.
WHAT IT HANDLES
The calls a firm gets in tax season.
02
Existing client routing
Recognizes clients where your setup allows and routes them to their preparer or takes a detailed message.
03
Document questions
Explains how to upload or drop off documents, in your words, and sends your portal link.
04
Status messages
Takes status requests for the preparer; it doesn't discuss the return itself.
05
Firm information
Hours, extended season hours, services offered and fees you choose to publish.
06
Reminders
Appointment confirmations and the document reminders you set up.
EXAMPLE
A March Monday.
Forty calls in an hour
Before 9am Clients and prospects call as soon as the week starts. All are answered.
Consultations booked
Prospects Two small business owners are booked for consultations with your business tax partner.
Routed, not lost
Clients Clients asking about their returns get a detailed message logged for their preparer and a promised callback window.
Answered
Routine questions Upload links and drop-off hours are sent by text.
A clean list
Lunchtime Preparers see prioritized messages instead of a full voicemail box.
LIMITS
What it will not do in an accounting firm.
It does not give tax, accounting or financial advice, and it never discusses the content or status details of a client's return. Those conversations belong with your professionals.
It doesn't collect Social Security numbers or financial account details on the phone; it directs clients to your secure portal.
It does not quote fees unless you choose to publish standard fees.
Review this workflow with your team.
Bring one routine request and one exception. Review existing-number forwarding where supported, plus AI transparency.
COMMON QUESTIONS
Questions firms ask us first.
Yes. Many firms use it all year for after-hours calls and turn on full coverage from January to April.
Where your tools support an integration or API, bookings and messages go straight in; otherwise they reach your team in a structured format. We confirm which in the demo.
By caller ID, by asking, or both, depending on what your setup allows. It never shares client information to identify someone.
Yes. It transfers during your chosen hours or takes a prioritized callback.
Want to hear it on your own calls?
Secure your spotGet through tax season
without a full voicemail box.
Secure your spot and we'll review your peak-season call volume, your intake and how client messages reach preparers.