The Call You Miss at 9pm
Is Booked by Someone Else by 9:15
It is early April and somebody realises they are not going to make the deadline. They are searching at 9pm for a CPA taking new clients, and they will call the first one that says yes.
The Questions It Handles
What Accountants & Tax Pros Get Asked, Over and Over
These are the questions standing between someone and booking with you. Every one of them answered at 11pm is a job that does not go to a competitor.
“Are you taking new clients this season?”
“How much for a personal or business return?”
“Can you file an extension for me?”
“Do you handle bookkeeping year-round?”
“What documents do I need to bring?”
And it knows what counts as urgent for an accounting practice
Not every enquiry is equal. Yours is trained to treat a filing deadline inside a week, an IRS notice, an audit letter as urgent and flag it to you the moment it happens, instead of burying it in a list you read tomorrow.
Tax work is deadline-driven and intensely seasonal, and in the last three weeks nobody waits for a callback.
Worth Doing the Arithmetic
What Is Silence Costing You?
One job for an accounting practice is worth roughly $400 per return, several thousand a year for a business client. Work out how many enquiries reach you outside working hours in a week, and how many of those you never hear from again.
Multiply it out over a year. That number never appears on an invoice, which is exactly why it goes unnoticed for years. Most owners have never run it. It is usually the moment this stops being a question about price.
Straight Answers
What Owners Ask About an AI Receptionist for Accountants & Tax Pros
It answers the people who contact you when nobody is available to pick up. It knows your services, your hours, your service area and your pricing, so it gives real answers instead of taking a message. It qualifies the enquiry, captures the name and number, books the appointment where that makes sense, and flags anything urgent to you straight away. It works nights, weekends and holidays, and it never has a day where it is off sick and the phone rings out.
The receptionist is one piece. If the bigger problem is that not enough people are finding you in the first place, start here instead.
Websites for Accountants & Tax ProsOther Trades We Build These For
Each one is trained on the questions that trade actually gets, and what counts as an emergency in it.
Never Miss Another One
Tell us what you get asked most and what you would want escalated immediately. We will build it around that, put it on the site you already have, and it starts answering the same week.
Get My AI ReceptionistFrom $199/mo · Live in 7-14 days · Works on your current website