Accounting & Tax Firms
An AI receptionist for accounting and tax firms
Schedule consultations, route tax questions to the right preparer, and capture document requests — especially during the busy season.
What it does for you
- Capture consultation requests with preferred times
- Route tax questions to the right preparer or team
- Log document-related requests
- Identify existing clients versus new prospects
The AI receptionist never provides regulated professional advice or makes binding commitments. It shares only information you approve and connects callers with your team.
Sample call scenarios
Caller: I'd like to book a consultation for my small business taxes.
AI receptionist: Of course. Are you a current client or new to our firm? I'll note your preferred times for a callback.
Caller: Did you receive my documents?
AI receptionist: Let me take your name and a callback number. Your preparer will confirm with you directly.
Routing options
- Individual tax
- Business / bookkeeping
- Document requests
- New client intake
Integrations
- Email summaries
- Calendar tools via authorized integrations
- CRM webhooks