An AI receptionist for accountants and CPAs
In tax season, the phone doesn’t stop. We answer every call, take the details and send them to you. You start with a template built from your website and coach every line until it sounds like you.
Start your 7-day free trial. Your ready-to-go agent is built from your website, and you can test it in your browser the same day.
The calls your phone already gets
New clients
Records the service needed: tax prep, bookkeeping, payroll or advisory.
Existing clients
Takes messages with the client’s name and question.
Document and deadline questions
Collects the details so your team can follow up.
Questions that make the callback easy
Every template collects the caller’s name, number and the details you need. For accountants and CPAs, questions like these are a good start, and you can add, remove or reword any of them yourself:
- Are you a new or existing client?
- Is this for personal or business?
- What service do you need?
- Is there a deadline coming up?
- What’s the best number to reach you?
Make it sound like your business
Think of your agent as your newest employee. New employees don’t always get everything right. That’s fine, you’re right there. Tap the line, type how you’d say it, and she’ll get it right on the next call. Other services give you a long list of AI instructions. We give you an employee you can coach.
- 1Listen. Hear a test or a real call. Spot a line you wouldn’t say.
- 2Coach. Tap that line. Type a quick note, as messy as you like.
- 3Hear the difference. Starting with the next call, your agent will do it your way. Say it once.
- 4Shape her. You shape her, one note at a time, until she sounds just like you.
Live Coaching includes 20 free test minutes a month.
How it works for your business
Pick a plan
Choose Starter, Pro or Business and create your account in a couple of minutes, then start your 7-day free trial.
Get your ready-made agent
We read your website and build an answering template for your business: greeting, services, questions and closing.
Test and coach it
Talk to your agent in your browser, tap any line and coach it. Review real calls and say what to change.
Go live
Forward your existing business number to your new AI receptionist, for every call or only the ones you don’t pick up. You get an email summary after every call, with optional text alerts. Keep coaching whenever you like.
Questions from accountants and CPAs
Can an AI receptionist answer calls for an accounting firm?
Yes. It answers every call and sends you an email summary after every call.
Will it give tax advice?
No. It collects details for your team.
Can it handle tax-season volume?
It answers every call it receives, 24/7, and sends you a summary after each one.
Do I need new phones?
No. Setup is online, and you forward your existing number.
More: How it works · Pricing · Use cases · Forward calls after hours · Yes, your business too
The more you coach, the smarter it gets.
Every time you tap Coach this, your AI receptionist gets better. Keep coaching, and it learns to handle any call the way you would, even the strange ones nobody saw coming.
Other AI stays the same. Yours keeps getting better.
Your new hire is ready when you are.
Your agent starts with what’s on your website. Then you coach it. Laugh at the first tries, fix a few words, and soon it sounds just like you. No tech skills needed.
Start your 7-day free trial. Your ready-to-go agent is built from your website, and you can test it in your browser the same day.