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
Resources
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