Features
Turn More Inquiries Into Paying Clients
AI Receptionist Accounting helps your firm capture, nurture, and convert leads automatically using AI-powered assistants that communicate through SMS, email, live chat, phone calls, and more. Whether it’s tax season or quarterly planning, never miss an opportunity to book a new client.
Benefits
Turn Inquiries into Clients – Automatically
AI Receptionist Accounting empowers your firm to capture, qualify, and convert leads without lifting a finger. From tax season to year-end reporting, our AI Assistants work 24/7 across SMS, email, web chat, and phone to ensure every potential client gets the attention they deserve — even when you’re busy with reconciliations or client consultations.
01
Double Your Speed To Lead
Stop missing potential clients during tax season or quarterly rushes. Our AI Receptionist instantly responds to new inquiries, follows up via text or email, and nurtures leads across channels — so you can fill your client pipeline while focusing on billable work.
02
Instantly Fill Your Calendar
Say goodbye to back-and-forth scheduling emails. AI Receptionist books consultations, tax prep sessions, and client check-ins directly to your calendar — without any manual effort on your part.
03
Have a 24/7 AI Receptionist
Whether it’s after-hours, weekends, or deadline season, your AI Receptionist is always on. It collects caller details, qualifies leads, updates your CRM, and routes urgent matters to the right team member — all in real-time.
04
Autonomous Self-Schedule
Client busy during working hours? No problem. Your AI assistant will pause the conversation and automatically follow up later to finish scheduling or answer pending questions — without you lifting a finger.
05
Autonomous Emailing
Let your AI Receptionist handle follow-up emails like sending tax document checklists or engagement agreements. It crafts, sends, and tracks messages without requiring workflows or manual input.
06
Get Predictable Results
Unlike hiring a part-time receptionist or juggling assistants, our AI delivers consistent results without burnout. It eliminates human error and ensures no lead slips through the cracks — helping your firm scale with confidence.
Convert More Leads Into Consultations
AI Receptionist Accounting is fully customizable for accounting firms, tax professionals, and financial service providers. You can easily build AI-powered phone and chat agents using our no-code tools, define how calls should be handled, and automate critical tasks like appointment booking, document follow-up, or CRM updates.
Thanks to advanced natural language understanding, our AI doesn’t just respond—it converses in a human-like way. Whether you want to create a virtual receptionist, a tax prep scheduler, or a new client qualifier, our platform gives you the flexibility to tailor every interaction to your firm’s specific needs and tone—ensuring every prospect gets a professional, on-brand experience.
7 Channel Automated Follow Up
Never miss a lead again. Automatically reach out to clients and prospects across SMS, Email, Voicemail, Calls, and Facebook Messenger. Perfect for following up on tax documents, consultation reminders, or engagement letters.
Collaborative Team Management
Assign and manage users across your team with full visibility into each account’s pipeline. Set permissions, track productivity, and align your team’s efforts on tax prep, bookkeeping, or client onboarding.
AI Appointment Booking
Let your AI Receptionist schedule client consultations, tax prep meetings, or onboarding calls—so you can stay focused on delivering exceptional service, not juggling calendars.
Lead Round Robin Distribution
Automatically route new inquiries and prospects evenly across your team. Whether it’s a new tax client or a business looking for accounting services, everyone gets their fair share.
Live Call Transfer
When a lead is hot and ready to talk, your AI Receptionist transfers the call directly to your office line or team member—minimizing delays and maximizing conversion.
Smart Reminders
Set automated reminders for follow-ups like sending engagement letters, reviewing tax returns, or confirming client deliverables—all managed within the client lifecycle.
Unified Communication Center
Consolidate all your communications—Email, SMS, Phone, Voicemail, Web Chat, and Messenger—in one simple dashboard. Manage every conversation with full context and ease.
Advanced Reporting & Insights
Track your campaigns, call performance, and team productivity with detailed analytics. Uncover what’s working and optimize for higher lead conversion and client retention.
Mobile App Access
Run your accounting firm on the go. Respond to leads, check reminders, update statuses, and manage communication—all from our mobile app.
Features & Benefits
The #1 AI Receptionist Solution for Accounting Firms
Built with industry-leading features tailored specifically for accountants, CPAs, and financial professionals. Automate your client communications, streamline your workflow, and never miss another lead — all with one smart, scalable platform.
Autonomous Calendar Management
AI Receptionist seamlessly integrates with your existing scheduling tools like Google Workspace, Outlook, and Calendly. It can intelligently book tax consultations, reschedule financial planning sessions, check availability, and manage cancellations — all through natural conversations.
Smart Note Taking
Whether a client mentions needing help with quarterly filings or asks about switching accounting packages, the AI takes accurate notes and stores them automatically. Every important detail is logged — no manual entry required.
Hands-Free Task Creation
Need to send a document? Prepare a proposal? When a client makes a request, your AI Assistant creates actionable tasks for your team and notifies the right person, instantly.
Custom Actions & Integrations
Sync with your CRM, practice management tools, or even a Google Sheet. Whether you need the AI to verify tax ID numbers or reference a client’s billing history, it can connect to your systems and fetch information in real-time.
Multilingual Voice AI
Your AI Receptionist can answer calls 24/7 in multiple languages — including English, Spanish, German, French, and more. It can route calls, collect info, and book meetings — all while sounding natural and professional.
Automated Data Capture
When a client calls to update their business address or request a bookkeeping audit, your AI captures and syncs the data directly into your CRM or client portal — ensuring accuracy and reducing manual tasks.
Build Vs Partner
Comparison Table
| Features | Replace | Other Tools | AI Receptionist |
|---|---|---|---|
| CRM & Pipeline Management | Pipedrive, Zoho | $99/m | ✓ |
| Unlimited Sales Funnels | ClickFunnels | $297/m | ✓ |
| Website Builder | WordPress, Wix | $29/m | ✓ |
| Surveys & Forms | Typeform, Google Forms | $49/m | ✓ |
| Email Marketing | Mailchimp, ActiveCampaign | $99/m | ✓ |
| 2-Way SMS Marketing | Twilio, SimpleTexting | $39/m | ✓ |
| Booking & Appointments | Calendly, Acuity | $29/m | ✓ |
| Workflow Automations | Zapier, Make.com | $169/m | ✓ |
| Courses/Products | Teachable, Kajabi | $99/m | ✓ |
| Call Tracking | CallRail, Twilio | $49/m | ✓ |
| Reputation Management | Birdeye, Podium | $159/m | ✓ |
| Tracking & Analytics | Google Analytics | $299/m | ✓ |
| Communities | Slack, Facebook Groups | $89/m | ✓ |
| Membership Mobile App | Trainerize, My PT Hub | $497/m | ✓ |
| Document Signing | DocuSign, PandaDoc | $89/m | ✓ |
| AI Agents Platform | Synthflow, Closebot | $475/m | ✓ |
| OVERALL PRICE | $2636+ per month | $299 per month |
Pricing & Plans
Start Growing Your Accounting Firm with AI Receptionist
Whether you’re a solo CPA, a growing tax office, or a multi-location accounting firm, AI Receptionist Accounting offers flexible plans to match your business needs. Choose from a simple AI agent platform to handle inbound calls and appointment scheduling — or upgrade to a full-featured marketing suite with CRM, lead management, and workflow automation.
$99
/Month
CRM & Lead Machine
An all-in-one sales and automation hub to streamline lead capture, follow-ups, and client management – built for service-based businesses.
Website Features
- Drag & Drop Funnel & Website Builder
- Built-in Form & Survey Builder
- Booking Calendar Integration
- Live Chat Widget
- Blog + SEO Settings
- Unlimited Domains
- Custom Thank You Pages
- Built-in Analytics
- Popups & Exit Intent Offers
- Google & Facebook Pixel Support
Automation Features
- Visual Workflow Automations
- Smart Triggers & Tags
- Email & SMS Sequences
- Lead Nurturing Campaigns
- Pipeline & Task Automation
- Missed Call Text Automation
- Drip Campaigns
- Automated Review Requests
- Zapier + Webhook Integration
- Auto-assign Leads to Team
Complimentary Extras
- Mobile App Access
- AI-Powered Email Writer (Beta)
- Built-in Reputation Manager
- AI Chatbot (Optional Add-on)
- Facebook Lead Ad Integration
- Appointment Reminder System
- Stripe & PayPal Integration
- Custom Dashboards
- CRM Setup Support
$249
/Month
AI Agent Platform
Your always-on AI agents built to call and chat with customers, streamline support, and grow your sales – no extra team members needed.
AI Agent Features
- Orbs, Widgets, LIVE chat, Facebook, Instagram, WhatsApp, SMS and Voice Calling
- Everything under one agent prompt
- Direct calendar integration
- Transcript of every conversation
- Fallback mechanism to ensure 99.9% uptime
- Specifically trained on your business details with access to information in real time
Custom Tools & Integrations
- Connect to any platform and CRM via Zapier, N8N, and Make.com
- Connect to any knowledge base and source of verifiable data
- Your AI Agents have access to the internet in real time
- Autonomously switch between channels, voice, text, and email
- Build LIVE Chat Agent, Social Media DM Agent, Texting Agent, Inbound Voice Assistant, Outbound AI Voice Assistant With One SINGLE prompt
Complimentary Extras
- One-on-one onboarding experience
- Pre-built agents to save you time
- Full documentation and step-by-step walkthroughs
- Ongoing Support
$299
/Month
BEST VALUE – (CRM + AI Agents)
Fully integrated for a seamless experience. Unlock end-to-end automation from first touch to follow-up – powered by AI and backed by a complete CRM system.
AI Agent Features
- Orbs, Widgets, LIVE chat, Facebook, Instagram, WhatsApp, SMS and Voice Calling
- Everything under one agent prompt
- Direct calendar integration
- Transcript of every conversation
- Fallback mechanism to ensure 99.9% uptime
- Specifically trained on your business details with access to information in real time
Custom Tools & Integrations
- Connect to any platform and CRM via Zapier, N8N, and Make.com
- Connect to any knowledge base and source of verifiable data
- Your AI Agents have access to the internet in real time
- Autonomously switch between channels, voice, text, and email
- Build LIVE Chat Agent, Social Media DM Agent, Texting Agent, Inbound Voice Assistant, Outbound AI Voice Assistant With One SINGLE prompt
Website Features
- Drag & Drop Funnel & Website Builder
- Built-in Form & Survey Builder
- Booking Calendar Integration
- Live Chat Widget
- Blog + SEO Settings
- Unlimited Domains
- Custom Thank You Pages
- Built-in Analytics
- Popups & Exit Intent Offers
- Google & Facebook Pixel Support
Automation Features
- Visual Workflow Automations
- Smart Triggers & Tags
- Email & SMS Sequences
- Lead Nurturing Campaigns
- Pipeline & Task Automation
- Missed Call Text Automation
- Drip Campaigns
- Automated Review Requests
- Zapier + Webhook Integration
- Auto-assign Leads to Team
Complimentary Extras
- Mobile App Access
- AI-Powered Email Writer (Beta)
- Built-in Reputation Manager
- AI Chatbot (Optional Add-on)
- Facebook Lead Ad Integration
- Appointment Reminder System
- Stripe & PayPal Integration
- Custom Dashboards
- CRM Setup Support
- One-on-one onboarding experience
- Pre-built agents to save you time
- Full documentation and step-by-step walkthroughs
- Ongoing Support
Still Deciding? Try It Risk-Free
We’re confident you’ll love how AI Receptionist Accounting transforms your client communication – but if you’re not fully satisfied, we’ve got you covered. Every plan comes with a 100% money-back guarantee. Try it for 7 days, completely risk-free. If it’s not the right fit, we’ll refund you in full – no questions asked.
Frequently Asked Questions
We manage all the complexity in the background so your AI Receptionist sounds professional, natural, and executes the right actions across your accounting tech stack – like CRM updates, appointment scheduling, and client intake – without missing a beat.
What is AI Receptionist Accounting?
AI Receptionist Accounting is an intelligent, all-in-one conversational AI platform designed for accountants, bookkeepers, and financial consultants. It handles calls, texts, and web chats across channels like SMS, Facebook, WhatsApp, Instagram, and live website chat. It supports both inbound and outbound communication and automates routine tasks like:
- Answering calls and messages
- Qualifying leads
- Booking tax consultations or financial review sessions
- Sending follow-ups via SMS or email
- Logging notes and updating CRMs in real time
Whether you’re running a solo CPA practice or managing a multi-office accounting firm, this AI-powered solution improves client responsiveness, boosts conversions, and saves hours of admin work each week.
How is AI Receptionist Accounting different from other AI platforms?
We’re the first AI platform purpose-built for service-based industries—combining voice and chat in one seamless AI assistant. That means your assistant can call, text, and email clients while remembering the context of prior interactions, ensuring continuity across every touchpoint.
Can I customize AI Receptionist Accounting to fit my firm’s workflow?
Yes—100%. You can use our no-code tools to build custom voice and chat workflows tailored to how your firm operates. Add automations for:
- Appointment scheduling with your calendar
- Automatic follow-ups for document requests
- SMS alerts for client onboarding
- CRM updates with client details or tax deadlines
Our AI understands the language of accounting—from “quarterly filing” to “P&L summaries”—ensuring natural, professional interactions every time.
We already have staff. Why use an AI receptionist?
Think of AI Receptionist Accounting as your 24/7 virtual assistant. It doesn’t replace your staff—it frees them. It handles:
- Overflow calls during tax season
- After-hours inquiries
- Missed calls and voicemails
- FAQ responses (e.g., “What’s your hourly rate?”, “Do you do S-Corp returns?”)
This means your team can focus on value-added client work while the AI takes care of routine conversations and lead nurturing.
What if the AI assistant says something off-brand?
You’re always in full control. You set the tone, conversation flows, fallback responses, and escalation rules. The AI won’t go off-script. Plus, you can create rules like:
- Escalate if a client sounds frustrated
- Transfer if it’s a complex financial query
- Use formal tone for corporate clients
What if the AI doesn’t understand a client?
Our system is built to handle confusion gracefully. If it gets stuck, it can:
- Ask for clarification
- Offer alternate questions
- Escalate to your team
- End the call with a polite, branded fallback message
It ensures your clients always get a smooth, respectful experience—even when the AI hits a snag.
Can it filter spam and voicemails?
Absolutely. AI Receptionist Accounting includes:
- Voicemail detection
- Spam call filtering
- Call routing based on call type or sentiment
This is especially useful for accounting firms that run outbound campaigns during tax season or follow up on corporate renewals.
Can I use my own voice or brand tone?
Yes. Choose from 100+ AI voices or clone your voice using integrations like ElevenLabs. Whether you want your AI to sound professional, warm, or multilingual (English, Spanish, French, etc.), we’ve got you covered.
What are AI voice agents?
AI voice agents are intelligent virtual assistants powered by speech recognition and natural language processing (NLP). They can:
- Answer accounting-related calls
- Schedule consultations
- Collect new client details
- Handle billing or refund inquiries
- Route calls or escalate based on urgency
It’s like having an always-on receptionist who never takes a break.
What can AI Receptionist Accounting do?
Here’s just a sample of what it automates:
- Appointment booking and reminders
- Lead qualification and call routing
- SMS follow-ups after discovery calls
- Emailing onboarding forms
- Updating your CRM with call summaries
- And more—with over 15+ automation functions
What powers an AI voice agent?
An AI voice assistant uses:
- ASR (Automatic Speech Recognition): Converts spoken words to text
- LLM + NLU (Language Understanding): Determines what the user wants
- Logic Manager: Decides the next step or response
- Neural TTS (Text-to-Speech): Delivers lifelike responses back to the caller
All this happens in milliseconds, so conversations feel real and natural.
How long does setup take?
You can go live in under 10 minutes. Choose a pre-built accounting template, connect your calendar and CRM, and launch. No coding. No complexity. Everything’s built for accountants, tax pros, and financial teams.
How well does it scale?
Whether you’re taking 10 calls a day or 10,000 during tax season, the system is built to scale effortlessly. It’s ideal for:
- Multi-location practices managing large call volumes
- Solopreneurs who want help after-hours
- Bookkeeping firms automating intake
Who should use this?
- Accountants & CPAs
- Tax consultants
- Virtual CFOs
- Payroll providers
- Bookkeepers
- Financial advisors
- Multi-location accounting firms
- Agencies serving financial clients
Do you offer onboarding and training?
Yes! Every plan includes onboarding, video tutorials, and access to live chat support. We’ll help you go from demo to fully deployed in no time.
Can I manage multiple accounts or locations?
Yes—our system supports subaccounts. Whether you operate under multiple brands or manage accounting clients as a white-label reseller, you can handle it all from one dashboard.
What if I’m not technical?
No worries. AI Receptionist Accounting is built for non-tech users. Just log in, choose your template, and launch. We’ve handled all the backend magic.