Tax season doubles your calls. It shouldn’t double your staff.
Sarah answers every call, captures return type, entity, and deadline, and books the right appointment — through February crunch and July calm alike. Built for firms that shouldn’t staff for April all year long.
Sarah calls you back live — hear her before you pay a dollar
From $350/month + 15¢/min usage · Cancel anytime
Accounting & Tax: the phone problem
Tax season buries the front desk
From February to April the phone rings all day — new clients, document questions, refund status checks. Sarah absorbs the surge so your team can actually prepare returns instead of triaging calls.
New clients call when you’re slammed
The busiest weeks of your year are exactly when the most new business calls in. Voicemail during tax season quietly hands those clients to whichever firm picks up.
Every caller needs different handling
A new business client, a simple drop-off, and an IRS-notice panic call all need different next steps. Sarah captures return type, entity, and deadline, then books the right appointment for each.
Hear Sarah on the phone
Real recorded conversations with US customers. Personal details are beeped out — everything else is exactly as it happened.
Incoming call → booked job
A customer calls in, Sarah qualifies the issue and books the appointment on the spot.
Contact & payment details
Sarah collects the details the office needs — no forms, no callbacks, no friction.
A live, natural conversation
Interruptions, questions, small talk — listen to how Sarah keeps it human.
Accounting & Tax: a real call, handled
This is the shape of the conversation — triage first, details second, booking before the caller can dial a competitor. And it’s not a mockup: real recorded calls are right on this page.
- Handles the tax-season call surge
- Captures return type, entity, and deadline
- Separates new clients from status checks
- Books appointments straight to your calendar
- Texts back every missed caller
- Answers after hours and weekends
Plays nicely with the tools you already run
No rip-and-replace. Sarah books into your calendar and writes into your CRM from day one.
Every feature. From $350 a month + 15¢ a minute.
AI answering service for accounting & tax: how it works
An AI receptionist is software that answers your business phone with a natural, human-sounding voice — instantly, on every call, at any hour. Sarah answers every call, captures return type, entity, and deadline, and books the right appointment — through February crunch and July calm alike. Built for firms that shouldn’t staff for April all year long.
Unlike a traditional answering service that takes a message for you to chase later, Sarah completes the job on the call: she handles handles the tax-season call surge, captures return type, entity, and deadline, and books the appointment straight into your calendar or field-service software. Every conversation is recorded, transcribed and summarized, so your team starts the day with booked work — not a voicemail queue. Plans start at $350 per month plus usage from 15¢ per minute of conversation, with white-glove setup included and no long-term contracts.
Accounting & Tax questions
Does Sarah answer tax questions?+–
No. Sarah never gives tax, legal, or financial advice — no interpreting notices, no estimating refunds, no filing guidance. She identifies what kind of help the caller needs, captures the deadline and details, and books time with your preparers, who do all the advising.
Can she really handle the April surge?+–
Call volume that would bury a front desk doesn’t change how Sarah answers. Every caller gets the same unhurried intake in February that they’d get in July — and you pay only for minutes actually used, so the surge doesn’t require seasonal hiring.
Can she tell new clients from existing ones?+–
Yes — Sarah asks, then handles each the way you configure it. New prospects get qualified and booked, existing clients get their question captured and routed, and document or status calls become tidy messages instead of interruptions.
What does it cost?+–
Plans start at $350 a month plus 15 cents per minute of talk time, with no long-term contracts. Busy season costs more minutes and slow season costs almost nothing — the price follows your call volume instead of forcing a year-round staffing decision.
Also built for
Put Sarah on your phones
Leave your number — the callback demo will already speak your industry.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime