AI receptionist for cpa and tax prep · live 24/7
AI phone system for CPA and tax prep firms
Handle tax-season intake, document reminders, appointment scheduling, refund-status questions, bookkeeping leads, and deadline routing without drowning the front desk.
Free to test — no signup or card · 5-minute setup · keep your number
↑ A REAL TAX PREP INTAKE FLOW
TRAINED FOR CPA AND TAX PREP
What the AI handles
on every call.
Tax season creates call spikes, document chasing, and deadline stress that small firms struggle to staff.
New client intake
Collect filing type, entity, years needed, deadline, and appointment preference.
Document chase
Capture missing W-2, 1099, K-1, bank statements, payroll, or prior return.
Status request
Use approved workflow notes or create staff callback task.
Bookkeeping lead
Collect business type, monthly volume, payroll, cleanup needs, and deadline.
IRS or notice question
Capture notice type, deadline, tax year, and route urgently.
Extension and deadline
Flag filing deadline and required documents.
Plays nice with: QuickBooks · Xero · TaxDome · Canopy · Karbon
THE TWO-MINUTE EXPLAINER
How it works for cpa and tax prep.
Prefer the real thing? Hear it live: (888) 729-0139 — or have it call you.
SOUND FAMILIAR?
The calls you’re
losing right now.
April phone flood
The firm is preparing returns while calls pile up. The AI captures deadlines and missing docs.
IRS notice panic
A notice has a response deadline. The AI asks for notice number and tax year.
Bookkeeping upsell
A tax caller also needs cleanup bookkeeping. The AI qualifies the monthly scope.
THE MATH
Tax-season calls need a scalable front desk.
One retained business return, notice client, or bookkeeping lead can pay for months.
From $29/mo with a 7-day free trial. See pricing →
BUILT FOR TAX PREP COMPLIANCE
NO SIGNUP · NO CARD · ~10 SECONDS
Hear it handle a
tax prep call.
Enter your number and the AI calls you, answering as a demo cpa and tax prep business. Grill it. Interrupt it. Ask it something weird. That’s the point.
Prefer to dial? (888) 729-0139 — it’s answering right now.
CPA AND TAX PREP QUESTIONS
Fair questions, straight answers.
Tax intake
Personal/business, years, forms, filing status, entity, state, deadline, and notice.
Document checklist
W-2, 1099, K-1, mortgage, charitable, bank, payroll, bookkeeping, prior return, and ID.
Notice workflow
Notice number, tax year, deadline, amount, agency, and uploaded photo.
Bookkeeping intake
Business type, transaction volume, payroll, cleanup period, and software.
Never-say rules
Do not give tax advice, promise refund timing, quote final fee, or interpret notices beyond approved script.
Still on the fence? Call (888) 729-0139 and ask the AI itself.
RELATED READING
Go deeper on the phone problem.
Missed Call Statistics: What Unanswered Calls Really Cost Small Businesses
How many business calls go unanswered, how few callers leave voicemail, and how to calculate what missed calls cost your business per month.
PRICING & BUYING · 6 MINHow Much Does an AI Receptionist Cost in 2026?
AI receptionist pricing explained: flat monthly plans vs per-call and per-minute billing, what the major services charge, and the hidden costs to watch for.
PLAYBOOKS · 6 MINHow to Never Miss a Business Call Again (Without Hiring Anyone)
A practical playbook for answering every business call: call forwarding setups, ring strategies, after-hours coverage, and when to add an AI receptionist.
YOUR NEXT CALL COULD BE THE ONE
Stop paying for missed calls.
Hear it answer a cpa and tax prep call in the next sixty seconds.
7-day free trial · cancel anytime · keep your number · live in 5 minutes