Free up time
An AI receptionist for accounting firms, and the follow-ups behind it.
Our AI receptionist answers your firm's calls, texts back missed callers, chats on your website and books consults on your calendar. It collects name, contact details and the service needed, never asks for SSNs and never gives tax advice. We also set up client intake, document reminders and engagement-letter follow-up.
Pricing is scoped on the call.
- Missed call6:40 PM(248) 555-0187 · after hours
- Text-back sent6:40 PMSorry we missed you. Want to book a 15-minute consult? Tomorrow has 10:30 or 2:00.
- Consult booked6:43 PMWed, Mar 11 · 10:30 AM
The problem
The phone rings during the work that pays.
In tax season, calls come in while your team is with clients or deep in returns. Calls go to voicemail, and some callers don't leave one.
Then come the follow-ups: missing documents, unsigned engagement letters, proposals nobody has answered. Each one is small. Together they take hours every week.
73%1
of accounting firms say they turn away potential clients for lack of staff.
62%2
of practitioners at firms with fewer than 30 accountants want to work under 40 hours a week.
- 1Advancetrack, 2026 Accounting Talent Index (via Consultancy.uk) Survey of about 500 firm leaders. Global figure, not US-only. ↩
- 2Thomson Reuters, Keeping staff happy ↩
What we build
A front desk that doesn't need a desk.
AI phone receptionist
Answers calls in your firm's name, takes messages, and books consults. It says it's an AI assistant at the start of every call.
Appointment scheduling calls
Calls clients to book their annual tax appointment or a check-in, offers open times, and confirms by text. Hear a sample on our demo page.
Missed-call text-back
If a call is missed, the caller gets a text within moments offering times to talk.
Website chat and booking
Answers questions about your services using your own content, and books a consult when someone is ready.
Client intake
Collects the basics your team needs before a first meeting, and nothing sensitive. Details below.
Document-request reminders
Reminders that go out on schedule. If you already use TaxDome, Canopy or Karbon, we set up the reminders built into the tool you pay for.
Proposal and engagement-letter follow-up
Polite, scheduled nudges until a proposal is answered or a letter is signed, so nobody on your team has to remember to chase.
AI boundaries
What intake collects, and what it never touches.
Intake gathers what your team needs to book a first conversation. Sensitive documents stay in the client portal you already use. Read the full policy
| Collects | Never touches |
|---|---|
| Name and contact details | Social Security numbers or EINs |
| Firm or business name | Tax returns |
| Service needed: tax, bookkeeping, advisory | Financial statements |
| Individual or business, and entity type | Bank, card or payment details |
| Timeline and preferred appointment time | Portal or bank credentials |
| How they heard about you | Tax advice, of any kind |
Questions
Common questions.
No. It says so up front and routes any tax question to your team as a message or a booked call.
Yes. The receptionist and the chat agent both say they're an AI assistant at the start of every conversation.
No. If you already use one of them, we set up the reminders it already includes instead of adding another tool. If you don't, we set up reminders another way.
It books consults into your scheduling setup. Which calendar and scheduling tools we connect to is confirmed during the free audit.
Yes. Our demo page has a recorded sample call and our chat agent, which you can try right away. Both are the same kind of setup we build for firms.
Next
Keep going.
- HireCareers pages, Google job posts, instant applicant follow-up, referrals.
- GrowAdvisory-first website, Google reviews, local and AI-search visibility.
- Hear a sample callA recorded AI receptionist call and our chat agent. Labeled as a demo.
- Get the free auditSpeed, mobile, careers page and contact visibility, checked in about a minute.
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 timesOr get the free audit
Speed, mobile, careers page, contact visibility and structured data, checked in about a minute.