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Demo

Demo

Try our AI receptionist demo.

This page shows the AI front desk we build for accounting firms. Listen to a recorded sample call in which our AI receptionist books a client's annual tax appointment, read the transcript, or try our chat agent with your own questions. The call is staged with a fictional firm, and everything here is labeled as a demo.

Hear a sample call

A short recorded call, with a full transcript.

Demo recordingExample
Sample call: booking an annual tax appointmentA staged demo. The AI receptionist, Lisa, calls a client of a fictional firm, Harlow & Cole CPA, to book their annual tax appointment.

This short demo skips the opening line. When we set it up for a firm, every call starts by saying it's an AI assistant.

Read the transcript
Lisa (AI receptionist)
Hi, this is Lisa calling from Harlow & Cole CPA — we wanted to get your annual tax appointment on the calendar before things get busy.
Client
Yea, what's your availability looking like this week.
Lisa (AI receptionist)
I have Tuesday the 14th at 10 AM, or Thursday the 16th at 2 PM.
Client
Ok Thursday works for me.
Lisa (AI receptionist)
Perfect, you're set for Thursday the 16th at 2 PM with your usual preparer. I'll text a confirmation and a document checklist right after this call.

Try the chat agent

The chat agent answers questions about our services using this website's content, and never gives tax advice.

It's an AI assistant. Please don't share SSNs or financial details.

Demo

Things to try in the chat

  • Ask about pricing

    It will explain that pricing is scoped on a call, and offer the booking link.

  • Ask a tax question

    Ask whether you can deduct a home office. It will decline and suggest a licensed professional.

  • Ask what intake collects

    It will list what intake gathers and what it never touches.

  • Share something sensitive

    Start to type a Social Security number. It will tell you not to share it and won't repeat it.

Next

Keep going.

Find the hours your firm is missing.

Book a 20-minute call

We'll go through hiring, phones and growth at your firm and suggest where to start. Pricing is scoped on the call.

See open times

Or get the free audit

Speed, mobile, careers page, contact visibility and structured data, checked in about a minute.