Incoming call → booked job
A customer calls about a broken dishwasher. Sarah checks the brand, quotes the service call fee, takes the details and books the visit.
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AI receptionist for Accounting & Tax · 24/7
AI Receptionist for Accountants Sarah 24/7 — answers client calls and books appointments
Tax season doubles your calls. It shouldn’t double your staff. Sarah answers every call, captures return type, entity, and deadline, and books the right appointment — through February crunch and July calm alike. Built for firms that shouldn’t staff for April all year long.
Sarah calls you back live — hear her before you pay a dollar
From $350/month + 15¢/min usage · Cancel anytime
The calls you’re losing
Accounting & Tax: the phone problem
Tax season buries the front desk
From February to April the phone rings all day — new clients, document questions, refund status checks. Sarah absorbs the surge so your team can actually prepare returns instead of triaging calls.
New clients call when you’re slammed
The busiest weeks of your year are exactly when the most new business calls in. Voicemail during tax season quietly hands those clients to whichever firm picks up.
Every caller needs different handling
A new business client, a simple drop-off, and an IRS-notice panic call all need different next steps. Sarah captures return type, entity, and deadline, then books the right appointment for each.
Three real calls · nothing staged
Hear Sarah on the phone
Real recorded conversations with US customers — the word-by-word transcript of each one is on the home page. Names, numbers and the client's business name are beeped out — everything else is exactly as it happened.
Qualifying the job on the call
A rental property with a leaking fridge. Sarah works out what is actually happening before anyone is dispatched.
An honest answer, not a sales pitch
The caller wants a part, not a technician. Sarah checks, says plainly that we do not sell parts, and offers what she can.
On the phone
Accounting & Tax: a real call, handled
This is the shape of the conversation — triage first, details second, booking before the caller can dial a competitor. And it’s not a mockup: real recorded calls are right on this page.
- Handles the tax-season call surge
- Captures return type, entity, and deadline
- Separates new clients from status checks
- Books appointments straight to your calendar
- Texts back every missed caller
- Answers after hours and weekends
CallerHi — I just got a letter from the IRS about my 2023 return and I’m kind of freaking out.
SarahYou’re in the right place, and a letter isn’t a verdict. I can’t interpret it for you, but I can get you in with someone who can. Does it show a respond-by date?
CallerIt says I have thirty days from last Tuesday.
SarahOkay — so time matters, but you’re not in trouble today. Was that a personal return, or is there a business involved?
CallerJust personal. My wife and I file jointly.
SarahGot it. There’s an opening tomorrow at 3 PM to review the letter — bring it with you. Should I book it and text you the details?
Integrations
Plays nicely with the tools you already run
No rip-and-replace. Sarah books into your calendar and writes into your CRM from day one.
Pricing
Every feature. From $350 a month + 15¢ a minute.
No setup feeNo contractsCancel anytime
Integrations
Books into your practice calendar
Appointments and intake land where your team already works, with the notes attached.
Google CalendarPractice management schedulingYour CRMDocument request workflows
Full list: all 54 integrations.
Good to know
The season when your phone becomes the bottleneck
An accounting practice has a demand curve unlike almost anyone else: for a few months the phone does not stop, and the people best able to answer it are exactly the people who need to be heads-down on returns. Every interruption costs a billable stretch of concentration, and every unanswered call is a client wondering whether to look elsewhere.
Sarah takes the whole first layer. She books consultations and document-drop appointments into the right calendar, takes new-client intake with the questions you specify, answers the practical ones you have approved — deadlines, what to bring, how to send documents, where you are — and routes the rest as messages with a summary. Out of season she is simply the reason the phone still gets answered while everyone is with a client. If you have been pricing an AI answering service for accountants, that is the difference worth testing: this one ends the call with an appointment in the calendar rather than a message in an inbox.
FAQ
Accounting & Tax questions
Will Sarah give tax advice?+–
No. She answers the logistics — deadlines, appointment availability, what documents to bring, how to submit them — and takes everything substantive to your team. No accountant should have an AI answering technical questions on their behalf, and we do not build it to.
Can she survive tax season volume?+–
That is the point of the architecture: unlimited simultaneous calls, so twenty people calling at 4 p.m. on a filing deadline all get answered at once. You pay the usual per-minute rate on the extra conversation, with no surge pricing.
Does she handle new-client intake?+–
Yes — entity type, services needed, prior-year situation, whatever you want captured — and books the consultation with that intake attached, so the first meeting starts from information rather than from scratch.
Does Sarah answer tax questions?+–
No. Sarah never gives tax, legal, or financial advice — no interpreting notices, no estimating refunds, no filing guidance. She identifies what kind of help the caller needs, captures the deadline and details, and books time with your preparers, who do all the advising.
Can she really handle the April surge?+–
Call volume that would bury a front desk doesn’t change how Sarah answers. Every caller gets the same unhurried intake in February that they’d get in July — and you pay only for minutes actually used, so the surge doesn’t require seasonal hiring.
Can she tell new clients from existing ones?+–
Yes — Sarah asks, then handles each the way you configure it. New prospects get qualified and booked, existing clients get their question captured and routed, and document or status calls become tidy messages instead of interruptions.
What does it cost?+–
Plans start at $350 a month plus 15 cents per minute of talk time, with no long-term contracts. Busy season costs more minutes and slow season costs almost nothing — the price follows your call volume instead of forcing a year-round staffing decision.
Related trades
Also built for
More on how Sarah works: the AI receptionist · AI answering service · AI receptionist for small business · pricing.
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We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime