AI Receptionist · Accounting Firms
Tax season floods the phone, and your team is deep in returns. New clients call around deadlines and on weekends. An AI receptionist picks up in two rings and takes the details for your team.
AIThanks for calling Sample Ridge Accounting. This call is recorded. I’m the firm’s AI assistant. How can I help?
CallerI got a letter from the tax agency. It says I have to respond by Friday.
AII’m sorry, that sounds stressful. Are you an individual or a business?
CallerJust me. It’s Dana.
AIThanks, Dana. What is the notice date on the letter?
CallerIt’s dated last Tuesday. Can I talk to someone tonight?
AIYes. I’m connecting you with the partner on call now. Please stay on the line.
Text to your teamDana, individual, new caller. Tax agency notice dated last Tuesday, response due Friday. Asked for a person tonight. Transferred to partner on call.
An AI receptionist for accounting firms answers your phone every time it rings, including nights and weekends. It takes new client details, books consultations on your calendar, and tells callers what to bring. When a caller has a tax agency notice with a near deadline, it transfers the call to a person right away. It never gives tax advice. Every call gets a summary for your team.
01 / Where calls get lost
Clients call close to a filing date with a quick question. Your team is in client meetings, so the line rings out.
A new client calls on a Sunday night, ready to start. Nobody is at the desk, so they wait until Monday.
A caller holds a letter from the tax agency and needs help today. If your team is in a meeting, that call goes unanswered.
02 / On the phone
It answers from the info you give us about your accounting firm. Then it asks the questions you would ask.
03 / The rules it follows
04 / How it goes live
Three steps. We do the building.
Start online. Then fill out a short form: your hours, services, common questions, calendar and who gets urgent calls.
We build your receptionist on your accounting firm. You call it, and we tune it until it sounds like you.
Your calls forward to it. We watch it, tune it as new questions come up, and send you a monthly report. Texting turns on once your carrier registration clears (A2P 10DLC).
The 30-day answer guarantee
In your first 30 days, every call routed to the AI is answered and logged in your report. If it isn’t, you can cancel with no further payments. It covers the AI Receptionist and every Desk.
We don’t promise rankings, revenue or ROI. We promise the phone gets answered and you can see it. Details are in the Service terms.
05 / The plan that fits
Answers every call. Books it. Texts back missed calls.
$497/ month
Client calls are the front door for these firms, especially in tax season. The AI Receptionist answers those calls and routes urgent ones to your team.
06 / Questions
Use the setup checklist to test the facts, calendar and handoff before real calls.
No. It never gives tax advice or says what someone owes. It takes the details and passes them to your team.
Yes. It says it is the firm’s AI assistant and that the call is recorded. It never claims to be a person.
No. It never takes documents or sensitive numbers by phone. It tells the caller how your team will collect them.
A caller with a notice and a near deadline gets a warm transfer to a person on your team. Anyone who asks for a person gets a transfer or a callback.
Yes. It books appointments on the calendar your team uses. It asks what the client needs and how to reach them.
The AI Receptionist is $497 a month, for 1 line and up to 500 AI talk-minutes a month. The one-time build fee is $997. We waive it on a 6-month agreement. In Founding 25 (the first 25 clients, or until Dec 31, 2026), we waive it on a 3-month start.
Ready to start? You hear it plainly if AI isn’t the right fix.
07 / Keep reading
