AI Receptionist
AI Receptionist for Accountants & CPA Firms
During tax season your phones overflow and new-client calls hit voicemail — and a prospective business client just books with another firm. Off-season, after-hours inquiries go unanswered entirely.
The math: A single business or high-net-worth client is worth thousands per year in recurring fees; one missed intake call can be a multi-year relationship lost.
Live within 24 hours · No contract · Cancel anytime
What it does for accounting firms
- ✓New-client inquiries answered and screened 24/7
- ✓Tax-season call surges handled without more staff
- ✓Consults qualified and booked into your calendar
Frequently asked questions
How does an AI receptionist help an accounting firm?
It answers every call around the clock, screens prospective clients, captures their needs, and books consults — so high-value business and individual clients reach you even when your team is heads-down at deadline.
What does it cost for a CPA firm?
From $1,997/mo (launch special; normally $2,500), live within 24 hours, no contract. Capturing a single recurring business client typically covers a year of service.
Can it handle the tax-season rush?
Yes — it answers unlimited simultaneous calls, so even peak deadline volume gets captured and screened without temp staff.
Stop losing calls to voicemail.
Your AI receptionist is live within 24 hours. Hear it yourself first — call (360) 469-3821.