Stop missing new clients during tax season's busiest days.
A business owner who needs a CPA calls 3 firms and hires whoever calls back first. Your AI receptionist captures every inquiry, handles common tax questions, and books the consultation — even at 9pm in January. From $99/mo. Just forward your calls.
Prefer a human? Free 15-min concierge setup call — included with setup. No upsell. No card required.
AI-side only · Voice matched to your vertical · Real ElevenLabs render, not a stock clip
Small CPA firms lose $80,000/year in new client revenue to missed calls.
Average new client value (small business): $2,000–$8,000/year. Average missed new-client inquiry calls during tax season: 12 per day. A business owner who needs a CPA hires whoever responds first. During January–April, every unanswered call is a lost retainer.
Your AI receptionist picks up before the third ring. Books the consult. Texts you the prospect. Pays for itself with the first captured retainer.
- New client inquiry calls35
- Answered during work12
- Went to voicemail23
- Business owners who hired another firm19
- Lost annual retainer value$57,000
Setup in 5 minutes. From your phone. No app to install.
No card to try · 30-day money-back
CPAs and bookkeepers are capturing every inquiry.
✱ Example outcomes pulled from public AI-receptionist case studies. Names changed.
“Tax season killed us. 40+ calls a day and I'm heads-down on returns. AI handles intake — gets the business type, revenue range, and services needed — and books a 15-min consult. We onboarded 22 new business clients this April.”
“Bookkeeping leads come from referrals and Google. They call when they're fed up with their current books — which is always. AI answers 24/7, qualifies the business size and software they use, and books a cleanup call. Revenue up 35%.”
“The extension rush — October 15th — is our second tax season. Phone rings constantly. AI handles the 'can you still file my extension?' calls and separates them from new client inquiries. Staff can focus on returns, not phones.”
Pay by practice size, not by call volume.
Solo practitioners, small firms, multi-partner offices. Pick the size that fits.
Just forward your calls. No per-call fees.
- ✓New client intake (business type, revenue, services needed, software used)
- ✓Tax FAQ answering (deadlines, extensions, estimated taxes, penalties)
- ✓Consultation booking (sync your calendar)
- ✓30-day money-back · no card to try
All plans · 30-day money-back · Just forward your calls · Cancel anytime
Smart questions practitioners ask.
Will it give tax advice?+
No — tax advice requires your CPA license. It answers general FAQ: deadlines, extension rules, what documents clients need to gather. Specific tax questions get 'I'll have a CPA call you back to discuss your situation.'
What about existing client calls — where's my refund, document requests?+
The AI receptionist can handle existing client routing. AI answers 'your return was filed March 8th, refund typically arrives 3 weeks after filing' using info you update weekly. Document requests get logged and texted to you.
Can it handle calls in both English and Spanish?+
Yes. Load Spanish versions of your FAQ and it switches automatically based on the caller's language preference. Important for firms serving bilingual communities.
What about PTIN and EA credentials questions?+
Load your credentials (CPA license #, EA number, PTIN) and it answers credentialing questions accurately. Builds trust before the first consult.
How much does it cost?+
$99/mo. Call answering and lead texts included. Just forward your calls. Live in 1 minute.
How long does setup take?+
About 5 minutes. Submit your phone number, get a local AI number by text, call it to test the greeting, then forward your line when it sounds right.
Can it remind clients to gather documents?+
The receptionist is inbound-only. It can capture document questions, text you clean summaries, and support SMS/email reminder workflows where configured.
Stop losing clients to competitors who picked up. Start every tax season fully booked.
Live in 1 minute. $99/mo, 30-day money-back. Just forward your calls.
Get my AI phone number →No credit card to try.