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Every January the same flood: 'Are you taking new clients?' 'What do I need to bring?' 'Can I get an extension?' Our AI answers all of it, books consultations into partner calendars, and chases client documents — while your team actually prepares returns.
Quick Answer: Accounting and CPA AI phone agents cost $1,500–$3,000 setup, managing intense tax season call spikes. It answers tax deadline questions, collects document submission status, and books 30-minute tax planning consultations into Calendly or TaxDome automatically.
A new business client is worth $2,000–$10,000+ annually and often stays for a decade. Firms that can't answer January phones lose exactly those callers to whoever picks up — and partners doing receptionist work during peak season is the most expensive staffing model in the industry.
Answering services can't tell a 1040 from a 1120. Our AI is trained on your service lines, pricing tiers, and intake requirements — it qualifies prospects (business vs individual, complexity, deadline), books the right meeting length with the right partner, and sends your engagement checklist automatically.
Every automated flow is designed around your real operational needs, diagnostic parameters, and booking rules:
Callers screened by entity type, complexity and fit — right-fit prospects booked, poor-fit politely referred out
Booked directly into partner calendars with intake forms sent on confirmation
Automated, polite, persistent requests for missing client documents — the tax-season time sink nobody staffs
Quarterly estimates, extension deadlines, and filing dates pushed to the right client segments
Current clients recognized and routed to their team; status questions answered from your playbook
We don't ask you to change the tools your team relies on every day. We connect directly into your stack:
Accounting firm AI assistant from $2,500 setup + $297/month. Compare to seasonal reception staffing — then note the AI also works February through December.
Includes prompt development, sandbox testing, voice synthesis, telephone carrier forwarding setup, and staff onboarding.
Upgrade your complete digital presence with our purpose-built industry website for your vertical:
Contact our engineering team to hear a test call and receive a custom workflow architecture diagram.
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