For accounting & tax firms
Tax-season phones handled — without hiring seasonal staff.
An AI receptionist that answers every call, handles the common questions, and books appointments — so your team can keep their heads down in the returns.
Or tap Call now up top — our AI answers that line. Ask it anything.
Sources: National Taxpayer Advocate, 2024 filing season; AICPA Trends data via The CPA Journal, 2025; Harvard Business Review, 2011.
Sound familiar?
It’s March. Every client wants five minutes. Every five minutes costs you a return.
For a few months a year your phone becomes a full-time job on its own — status checks, document questions, “can I get in this week?” Every interruption pulls someone off real work, and every missed call from a new client is next year’s recurring revenue going elsewhere.
How it works
1. We learn your firm
Your services, prices, hours, and booking rules — plus how you like to talk to your clients. It sounds like your own front desk, not a robot script.
2. It answers every call
Day, night, weekends, holidays. Questions answered, appointments booked straight into your calendar, messages taken word for word.
3. You stay in the loop
Every call comes back to you as a plain-English summary. You always know who called, what they wanted, and what happened next.
Fifteen minutes on the phone. We’ll walk you through exactly what this looks like in your firm — no pitch, no pressure, just a walkthrough.
Book my free 15-minute callFrom people we've built for
"John automated my sales pipeline so I can focus on actually talking to my leads instead of spending hours organizing and gathering them. I didn't even realize how much those hours were adding up."
"Great service. It was easy to understand and easy to implement into the business."
The first people I put AI to work for.
See what this looks like in your firm
Tell us a bit about your firm and we'll come to the call with a plan built for it.
Our AI receptionist answers that call, 24/7. That’s the demo.