AI receptionist for accountants and CPA firms. Professional client intake and scheduling.
Industry Snapshot
$850
24/7
+30%
Potential annual gain
$88,400
Response time
< 2 seconds
The Challenge
Here's what we hear from accounting firm owners every single day.
Overwhelmed during tax season
Accountants cannot answer phones while with clients
Need for professional client experience
Capabilities
AI trained specifically for accounting firms, handling every call with expertise.
Every inquiry answered, every opportunity captured for your accounting firm.
Appointments scheduled directly to your calendar, no back-and-forth needed.
Instant pickup means customers connect immediately, not after minutes on hold.
Understands accounting firm-specific terminology and customer expectations.
Why it works
Not just promises, measurable outcomes that impact your bottom line.
Handle tax season call volume spikes
Screen potential clients professionally
Schedule consultations and document drop-offs
Answer common deadline questions
The Math
$850
avg. ticket value
2/week
missed calls captured
Additional annual revenue
$88,400
Compare
An honest read on each one, including where it beats Asisto.
Employing a person to answer the phone, greet visitors and manage the front desk.
Read the comparisonAn off-site call centre whose operators answer your phone and pass on messages.
Read the comparisonThe default: an unanswered call becomes a recorded message you deal with later.
Read the comparisonAn enterprise unified communications platform - phone, video and contact centre - sold per user.
Read the comparisonA modern business phone and messaging app for teams, formerly called OpenPhone, sold per user.
Read the comparisonAn AI-forward business communications platform, sold per user, with a separately priced AI agent product.
Read the comparisonQuestions
Yes. Asisto answers every call to your accounting firm in under two seconds, around the clock, and handles the calls that make up most of your volume: booking and rescheduling appointments, answering questions from your own FAQ, taking details from new enquiries, and passing anything that needs a person straight to your team. It speaks 58 languages and switches the moment the caller does. Nobody has to stop what they are doing to pick up, which is the part that matters when the phone rings while you are with a client.
Two plans, both without contracts. Pay Per Appointment has no monthly fee and no setup fee: you pay $7.99 for each appointment the AI books, with unlimited minutes, unlimited texts and the outbound dialer included. Unlimited is a flat $279 per month with everything uncapped and priority support. With an average ticket of about $850 at a typical accounting firm, a single recovered booking covers the cost of either plan many times over. There is a 14-day money-back guarantee and you can cancel from the dashboard.
Work it out from your own numbers rather than an industry average: the average ticket at an accounting firm is around $850, so recovering just two missed calls a week is roughly $88,400 a year. That is the conservative case: it counts only calls you never knew about, and ignores the callers who reach voicemail and simply ring the next accounting firm on the list instead of leaving a message.
Most accounting firms are live the same day, usually within minutes. A guided setup collects your business details, locations, services, staff and the questions your callers ask most, then gives you a number. In the US and Canada that number works as soon as checkout completes. You do not have to change the number on your door, your listings or your signage: leave call forwarding on your existing line pointed at Asisto and it answers behind the number your customers already know.
The AI hands the call over. You set which calls route to which people and when, and Asisto rings your team's phones, the right department, or a named person according to your hours and rules. You can also watch calls live in the dashboard and join any of them with one click. The AI steps back and you carry on with the caller. Every call leaves a recording, a transcript and a summary against the contact, so whoever picks it up next knows what was already said.
An answering service takes a message; Asisto finishes the job. It books into your calendar during the call, answers questions about your services and hours from your own FAQ, and texts the caller a confirmation. The caller gets an answer rather than a promise that somebody will ring them back. It is also a full phone system rather than a bolt-on: your own number in any of 30 countries, an in-browser dialer for outbound calls, IVR menus, hours-based routing, recordings and transcripts, and a built-in CRM.
Yes. Appointments the AI books go straight into your connected calendar, so what you see on your phone is what the caller was told. New contacts and every call's recording, transcript and summary land in the built-in CRM, and HubSpot is supported directly: a new lead there can be phoned back automatically within seconds of arriving, which is usually the difference between reaching someone and leaving a message.
Resources
7 articles written for accounting firms.
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