Never Miss Another Client Call During Tax Season
While you're preparing returns or sitting across the table from your best clients, your receptionist answers every call with warmth and professionalism.
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Your Phone Rings at the Worst Possible Times
You know the feeling. You're deep into a complex return, finally making progress, and the phone rings. Or you're in a meeting with your biggest client when a new prospect calls. Every unanswered call is a missed opportunity, and every interruption costs you focus and billable time. During tax season, it only gets worse. The calls pile up, voicemails go unreturned, and potential clients move on to the next name on their list.
Tax season rush
A business owner looking to switch accountants calls your office in February. You're elbow-deep in returns and can't pick up. They leave a brief voicemail, but by the time you call back two days later, they've already hired someone else. That relationship, one that could have lasted for years, is gone before it started.
In client meetings
You're reviewing year-end financials with a longtime client when another client calls in a panic about an IRS notice. Your phone goes to voicemail. When you finally connect hours later, they're frustrated and questioning whether you're really available when they need you most. Trust takes years to build and moments to lose.
New client inquiries
Someone finds your name through a referral and calls to ask about your services. Nobody answers. They try once more the next day, same result. Now they're Googling other CPAs in town. These are warm leads, people who wanted to work with you specifically, and they never even got a chance to have a conversation.
A Receptionist Who Never Takes a Day Off
Knows Your Services Inside and Out
Your receptionist understands the difference between a simple 1040 and a complex business return. When someone calls asking about tax prep, bookkeeping, or payroll services, the right questions get asked upfront. By the time you call back, you already know what they need and whether they're a good fit for your practice.
Captures Appointment Requests
Instead of playing phone tag, your receptionist gathers availability preferences and schedules consultation requests based on the type of service needed. Callers hang up feeling helped, not frustrated, and you review the day's requests whenever it's convenient for you.
Handles Tax Season Without Breaking a Sweat
When your call volume triples in January, your receptionist keeps up effortlessly. No hold music. No busy signals. No frantic scrambling to keep up. Every caller gets the same professional greeting whether it's your first call of the day or your fiftieth.
Treats Every Caller Like Your Best Client
Financial matters are sensitive, and your receptionist handles every conversation with discretion and care. Callers feel comfortable sharing why they're reaching out, and they hang up knowing their information is in good hands.
See How It Works
A simple dashboard built for busy accountants & cpas. No tech skills required.
See every call summarized in one place. Know exactly who called, what they needed, and how urgent it is, without listening to a single voicemail.
Urgent callbacks get flagged automatically. When a client has an IRS deadline or a prospect is ready to sign, you'll know immediately.
Every caller's information captured and organized. Names, phone numbers, and exactly what they need, all in one searchable list.
How It Helps Your Business
Real scenarios where our AI receptionist saves you time and money
Tax Season Overflow
From January through April, your phone doesn't stop ringing. Instead of hiring temporary help or watching calls go to voicemail, your receptionist handles the surge professionally. Every prospect gets qualified. Every existing client feels valued. And you can focus on the work that actually requires your CPA license.
New Client Intake
When a potential client calls, your receptionist asks about their business type, what services they're looking for, and what's prompting the call. You get a complete picture before you ever dial them back. No more wasted time on consultations with prospects who aren't a good fit for your practice.
Appointment Coordination
Your receptionist captures requests for tax prep appointments, quarterly reviews, and planning sessions. Callers feel their needs are being addressed right away instead of leaving yet another voicemail. You stay in control of your calendar while delivering the responsive service clients expect.
Common Questions Answered
What documents do I need to bring? How do I submit my W-2? Can I drop off my paperwork? Your receptionist handles these routine questions so you don't have to. Clients get quick answers, and you can spend your time on the work that truly requires your expertise.
Frequently Asked Questions
Everything you need to know about our AI receptionist
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