AI That Handles Clients
Even During Tax Season
AI receptionist for accounting firms that handles client intake, appointment scheduling, tax deadline questions, and document requests - 24/7, so your accountants can focus on billable work.
The accounting firm phone problem
Your accountants are doing client work. The phone keeps ringing. Every interruption costs billable hours.
Tax season overwhelms your phone lines
Call volume triples from January through April. Your staff cannot answer phones and prepare returns at the same time.
Partners answer phones instead of billing
At smaller firms, partners and senior staff are the ones picking up calls - at $200-400/hour opportunity cost.
New client inquiries go to voicemail
Prospective clients call during business hours when everyone is busy. By the time you call back, they found another firm.
Routine questions eat up professional time
Deadline questions, document requests, status updates - your CPAs repeat the same answers all day.
What AI does for your accounting firm
From client intake to tax deadline questions - every call handled with precision.
Client intake
AI captures new client information - business type, revenue range, service needs, tax situation - and routes qualified leads to the right partner or department. No more intake forms sitting in voicemail.
Appointment scheduling
AI books meetings with accountants and advisors by checking real-time calendar availability. Clients get instant confirmation with date, time, and any documents they need to prepare.
Tax season call overflow
During January through April, call volume triples. AI handles the overflow - answering deadline questions, booking urgent appointments, and triaging requests so your team stays productive.
Document request routing
AI handles requests for tax returns, financial statements, W-2s, 1099s, and other documents. Identifies the client, verifies the request, and routes it to the right team member for fulfillment.
Deadline and status inquiries
AI answers common questions about filing deadlines, extension requirements, estimated tax payments, and engagement status - so your accountants can focus on billable work instead of returning calls.
After-hours and weekend coverage
Clients often think about their taxes evenings and weekends. AI answers every call, books appointments, and captures requests - so nothing falls through the cracks until Monday morning.
AI briefs your accountant before they pick up
When a client needs to speak with their accountant, AI connects them with full context - no repeated questions.
Client calls
AI answers and identifies the need
AI dials accountant
In the background, while still talking to caller
AI briefs accountant
Client name, tax situation, specific question
Accountant joins prepared
AI logs the call and schedules follow-ups
Works With Your Existing System
AInora connects to any system with an API. No ripping out your current tools - we plug into what you already use.
Plus any PMS, POS, calendar system, or custom software with API access.
Powered by leading AI infrastructure
Sukurta naudojant pažangiausias technologijas
Frequently Asked Questions
Try It Yourself
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Ready for AI at your accounting firm?
Let AI handle the phones so your team can focus on what matters - serving clients and growing the practice.