Reception built for CPA firms
AI Receptionist answers every call for your accounting firm, books meetings, triages tax questions, sends secure upload links, and routes work so your team can focus on returns and advisory.
Common Challenges
Phones spike during filing season while staff are closing books and preparing returns.
Partners lose time fielding status checks and portal troubles.
New client leads go cold when no one answers after hours.
Manual intake and document chasing slows engagements.
What AI Receptionist Does for You
Real CPA Triage
Qualify callers by entity type, service need, and deadlines, then route to the right staff or workflow.
Calendar Control
Books meetings using your rules, buffers, and prep notes across tax, advisory, and payroll calendars.
Secure Intake
Sends portal links and checklists, collects basics safely, and avoids PII in voicemail.
Notice Handling
Captures IRS and state notice details and logs summaries to your system for next steps.
Questions AI Handles
Full Capabilities
"Mornings used to start with voicemail callbacks and portal resets. Now calls are answered, extensions are scheduled, and clients get upload links while our team stays in returns."
Every Call Answered, Any Hour
Nights, weekends and holidays included. Try the demo free - no card, no setup.