AI receptionist for accounting firms.
From February to April your phones ring nonstop, and every call that interrupts a return costs you focus. An AI receptionist answers every call, books consults, tells clients what documents to send and takes clear messages, so your team can stay in the work.
What does an AI receptionist do for an accounting or CPA firm?
It answers your line all year, and especially during tax season. It sorts new prospects from existing clients, books consultations and appointments, answers questions about your services, hours and document checklist, and takes detailed messages about return status or billing. It never gives tax or accounting advice and never collects Social Security or bank numbers by phone.
Calls it handles
New client intake
Individuals, small businesses, bookkeeping or payroll. It asks what they need and books a consultation with the right person.
Appointment scheduling
Tax prep meetings, planning sessions and year end reviews get booked into the times each preparer opens up.
What do I need to bring
It walks clients through your document checklist and tells them how to upload through your secure portal.
Return status
Is my return done, did you file my extension. It answers from your system where that is connected, or takes a message for the preparer.
Deadlines and extensions
It shares the general filing dates you approve each season and books a call with a preparer for anything specific to the client.
Billing and engagement letters
Invoice and engagement questions are logged and sent to your admin team, so preparers are not pulled off returns.
How a call goes
- 1
Answers every call within seconds, including evenings and Saturdays during tax season.
- 2
Finds out if the caller is a new prospect or an existing client, and what they need.
- 3
Answers questions about services, hours and documents from the information you approve.
- 4
Books a consult or appointment, or takes a detailed message for the preparer or admin team.
- 5
Logs the call and a summary in your practice management software, without sensitive numbers.
Firms often run on practice management tools like TaxDome, Karbon, Canopy or Practice Ignition, with a client portal for documents and a Google or Outlook calendar for meetings. Where an API, calendar sync or automation is available, we connect the receptionist so appointments and call notes land where your team already works. Where it is not, every call goes to your inbox or CRM with a summary.
- No tax or accounting advice
The agent never tells a caller what they can deduct, how much they owe or whether they need to file. Those questions become an appointment or a message for a preparer.
- Sensitive numbers stay off the phone
It does not collect Social Security numbers, bank details or tax documents by voice. Clients are sent to your secure portal, which helps you keep up with data security rules for tax preparers.
- Tax season surges
Calls spike in the weeks before deadlines. An AI receptionist answers many calls at once, so clients don't sit in a queue or reach a full voicemail box.
- Your deadlines, reviewed each year
Filing dates and your internal cutoffs change. We update the dates the agent shares at the start of every season, and you approve them.
Questions accounting firms ask
Can an AI receptionist give tax advice?
No. It answers questions about your firm, your services and your document checklist. Anything about a client's taxes becomes an appointment or a message for a preparer.
Will it collect Social Security numbers or bank details?
No. It keeps sensitive numbers off the phone and sends clients to your secure portal to upload documents.
Does it work with TaxDome, Karbon or Canopy?
We connect to the tools you use where an API, calendar sync or automation is available, and confirm what your account allows. Otherwise appointments and messages go to your calendar and inbox.
Can it handle the tax season rush?
Yes. It answers many calls at the same time, books appointments into each preparer's open times and takes clean messages, so your team spends less time on the phone.
Can it remind clients to send their documents?
Yes. With client consent it can send reminder texts with a link to your portal, and it answers callers who ask what is still missing from your checklist.
Guides worth reading
All guidesTell us how your calls work today. We'll show you what a custom AI receptionist would handle, and what it shouldn't.