Accounting & Bookkeeping Firms
It's 60 days until tax deadline. Your phones are ringing off the hook.
AI receptionist that handles new-client intake, chases missing tax documents, books partner meetings, answers invoice questions, and runs your seasonal outbound campaigns. Every call answered. Nothing slips. Hear it live: call +1 (218) 636-0234 (Jessica) to test a real new-client tax-intake call in 60 seconds, no signup.
Jessica·EnglishClick to start a conversation
The economics of a missed call
individual income tax returns filed for tax year 2022, with the bulk concentrated in a 90-day window when phones never stop
Source: IRS Statistics of IncomeCPAs in the U.S., with talent gap and retiring partners ranked among the profession's top issues
Source: AICPA Trends ReportU.S. accounting and bookkeeping services market, growing 5%+ annually as small businesses outsource
Source: Thomson Reuters State of the Tax ProfessionWhat it does
Built for how accounting firms actually run.
New-client intake
AI qualifies inbound prospects, captures entity type, industry, revenue range, and current bookkeeping setup, then books an intro call with the right partner.
Tax document request follow-up
AI calls clients whose W-2s, 1099s, receipts, or bank statements are still missing. Gentle, persistent, never forgets a single name on the list.
Appointment scheduling
AI checks partner and associate calendars, books consultations, advisory sessions, and tax-prep meetings across multiple offices and time zones.
Invoice status inquiries
AI answers "did you receive my payment?", "when is my invoice due?", "can I get a copy of last month's invoice?". No partner time wasted on billing admin.
Seasonal campaign dispatch
Tax season, year-end close, quarterly estimates. AI runs outbound campaigns to your book of business at exactly the right moment, without anyone lifting a phone.
Deadline reminders
April 15, quarterly estimates, payroll filings, annual reports. AI proactively reaches clients before deadlines so nothing gets missed and no penalty gets triggered.
Hear our AI in action
Jessica is our sales assistant. Same voice tech, configured for accounting firm intake.
Why now
Your partners are tax preparers, not switchboard operators.
Tax season breaks every phone line
AI scales from 20 calls a day to 200 with no hold queues. Every caller answered in under a second.
Chasing documents eats billable hours
AI runs the follow-up list every day. Missing W-2s, 1099s, bank statements. Partners never make those calls again.
Prospects call three firms and pick the fastest
AI answers instantly and calls ad leads back within seconds of form submission, before competitors can respond.
Seasonal campaigns need a human to run them
AI dispatches tax season, year-end, and quarterly estimate campaigns to your whole book automatically.
How it works
From inbound call to booked partner meeting.
Caller reaches in or AI reaches out
AI answers inbound instantly. For the missing-documents list, AI makes outbound calls on schedule.
AI qualifies and routes
New prospects get intake questions and a booked intro call. Existing clients get the right partner or the right answer.
Confirmation and sync to your stack
Meetings on calendar, notes in your practice management system, documents flagged as received. No double entry.
Choice architecture
What AI handles. When a human joins.
AI covers the routine 80 percent. Your accountant steps in for the nuanced 20 percent, briefed with full context.
AI handles
Routine, instantly
A human joins
With full context
Your escalation rules are set during onboarding. Adjust anytime through your account manager.
What you get from us
Your partner, not just a tool.
Every firm runs differently. We build around your workflow, your service mix, and your partners. Not a self-serve template you configure alone.
Week 1
Discovery and configuration
We map your service menu, partner schedules, client segments, and escalation rules. We listen to recent calls to learn how your team actually speaks to clients.
Week 2
Build and test
We build your AI, connect it to your practice management and booking systems, and run test calls through realistic scenarios. You review recordings and tell us what to fine-tune before go-live.
Ongoing
Weekly calibration
Your account manager reviews call transcripts weekly, updates the agent as your services evolve, and flags any conversation that needs your attention. Not a ticket queue.
Integrations
Connects to the tools your firm already uses.
AI writes meetings, notes, and follow-ups straight into your stack. No double entry, no CSV imports.
Plus 7,000+ apps via Zapier, Make, and n8n. If your system has an API, we connect it.
Enhanced handoff
How the handoff works.
When a caller needs an accountant, AI does not just transfer. It briefs them first, so the client never repeats themselves.
Books meetings, chases documents, answers invoice questions, sends confirmations.
No repeating. AI stays on to book the follow-up afterwards.
FAQ
Frequently asked questions.
Ready to survive tax season?
Let AI handle the phones so your partners can focus on what matters, delivering exceptional client work.
Book a free consultation