Is it secure for handling financial information?

Yes. All calls are encrypted and handled with strict data security protocols. Call records are stored securely and only accessible to your firm.

Can it handle the tax season surge?

Absolutely. Your AI receptionist handles unlimited concurrent calls. Whether you get 10 calls or 100 calls in an hour, every one is answered instantly.

Can it schedule appointments with specific CPAs?

Yes. Route scheduling by CPA availability, specialty, or client preference. No double-bookings.

Will my clients know it's AI?

Most clients can't tell. The AI handles conversations professionally and naturally.

How much does it cost?

A flat monthly rate — no per-call or per-minute charges. Especially valuable during tax season when call volume spikes.

Can I use it just during tax season?

Yes, though most firms find year-round value. You can scale usage up during busy periods and use it for overflow the rest of the year.

For Accounting Firms

Tax season is here. Your phones are ringing off the hook.

Your AI receptionist handles the phone surge — scheduling appointments, answering client questions, and capturing new prospects while your team focuses on returns.

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The Problem

Tax season buries your phones. The rest of the year, you're still busy.

Tax season call volume is unmanageable

January through April, call volume spikes 300%. Your staff can't keep up, and every missed call is a potential new client gone.

Clients have questions during off hours

Clients check their documents at night and on weekends. When they have questions, they want answers — not voicemail.

Hiring seasonal help is painful

Finding, training, and managing temporary staff for a 4-month season is expensive and unreliable.

Accounting firms lose clients to missed calls every tax season.

call volume increase during tax season for most CPA firms

average annual value of a new accounting client

0/7

availability — handle client questions nights and weekends

What You Get

Handle tax season call volume without hiring.

Tax Season Call Overflow: Handle 3x call volume without additional staff. Your AI scales instantly during peak periods.
Appointment Scheduling: Books tax prep meetings, consultations, and review sessions based on CPA availability.
New Client Intake: Captures business type, service needs, and contact information from prospective clients.
Document Reminder Calls: Reminds clients about missing documents and upcoming deadlines so filing stays on schedule.
Common Question Handling: Answers questions about filing deadlines, required documents, and your firm's processes.
Secure Call Records: All client interactions documented with full transcripts for your records.

How It Works

Get ready for tax season in minutes.

Step 1: Configure your firm's details

Services, CPAs, hours, scheduling rules, and common client questions. We build your AI around your practice.

Step 2: Forward your calls

Forward overflow calls or after-hours calls. Your main number stays the same.

Step 3: Calls handled, appointments booked

Your AI receptionist manages call volume, books appointments, and captures new client inquiries.

Tax Season Ready

It's March 15th. Your phone rings 40 times today.

Tax season is make-or-break for accounting firms. Your AI receptionist ensures every call is handled professionally.

Tax season morning

3 new prospective clients call while your team is in back-to-back prep meetings.

Without you

All three go to voicemail. Two call a different firm before you call back.

With your AI Agent

AI captures all three inquiries, qualifies them, and books consultations for this week.

Sunday evening

Existing client reviewing documents finds they're missing a W-2. Calls for guidance.

Without you

Voicemail. Client is anxious all night. Calls again Monday, adding to the rush.

With your AI Agent

AI answers, provides guidance on obtaining the missing form, and offers to book a call with their CPA.

April crunch

Client calls to check if their extension was filed. Your staff is slammed.

Without you

Put on hold for 10 minutes. Client is frustrated and considers switching firms.

With your AI Agent

AI confirms the extension status and asks if they need anything else. Call handled in 2 minutes.

Common Questions

Frequently asked questions.

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Tax season doesn't have to mean missed calls.

Try it free. Set up in 5 minutes. No credit card required.

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