Accounting and tax practices

An AI receptionist that already knows accounting and tax practices calls.

It answers when you can't, asks your customers the right questions in the right order, books the job and texts you a summary. Try it now: you play the customer.

See plans from $29

Example Accounting and tax practicesDemo line, answered by our AI

Pretend you're a customer calling Example Accounting and tax practices. Type what you'd say on the phone.

Sample business with sample hours and prices. Type "stop demo" anytime.

The questions it asks, in order

Built from how accounting and tax practices calls really go. Every question has a reason, and it skips anything the caller already said.

Are you a current client or new inquiry?
Is this bookkeeping, payroll, tax preparation, or another service?
Is it for a person or business?
What filing period or deadline is involved?
Have you received a notice needing review?
What callback number should staff use?
When are you available?

Calls it handles

Deadline-driven evening inquiries

Safety comes first

Immediate danger: contact the appropriate emergency services and do not delay for intake. No diagnosis or hazardous repair advice. Suggested urgency conditions require owner approval: Imminent stated filing or payroll deadline under firm rules; no tax advice or sensitive identifiers

What it will never do

Never invent a price, credential, business policy, ETA or available slot.
Never claim dispatch, SMS, email or booking succeeded without a successful connected action.
Do not give medical, legal, tax, electrical repair or hazardous handling advice.
Immediate danger: direct to appropriate emergency services; do not delay for intake.