Your AI Assistant for Accounting Firms
Let Sarah handle client calls while you focus on the numbers. 24/7 professional call answering for tax questions, appointment scheduling, and deadline reminders.
AI Assistant Dashboard
Professional call management
Maintaining complete confidentiality on every call
The Reality of Running a Accounting Firm
Every missed call is a missed opportunity. Let's fix that.
Overwhelming call volume during tax season
Costing you time and revenue
Clients calling with urgent deadline questions after hours
Costing you time and revenue
Missed new business inquiries while in client meetings
Costing you time and revenue
Repetitive questions taking up billable time
Costing you time and revenue
Your AI Assistant Understands Accounting Firms
Purpose-built features that transform how you handle customer communications
Confidential Handling
Maintains client confidentiality and handles sensitive financial inquiries appropriately.
Tax Season Support
Manages high call volumes during busy season without adding temporary staff.
Client Scheduling
Books consultations and tax appointments based on service type and urgency.
FAQ Automation
Answers common tax questions and deadline inquiries without interrupting your work.
Your AI Assistant in Action
Tax appointment scheduling
Handled automatically 24/7
Deadline and extension inquiries
Handled automatically 24/7
New client consultations
Handled automatically 24/7
Document checklist requests
Handled automatically 24/7
Fee and service questions
Handled automatically 24/7
IRS notice assistance
Handled automatically 24/7
Common Questions from Accounting Firms
Can Sarah answer specific tax deadline questions?
Yes, Sarah can be programmed with all federal and state tax deadlines, extension dates, and estimated payment schedules to answer client questions accurately.
How does Sarah maintain client confidentiality?
Sarah follows strict confidentiality protocols, never discusses client information with unauthorized callers, and all data is encrypted and secure.
Can Sarah distinguish between service types?
Absolutely. Sarah understands different services (tax prep, bookkeeping, consulting) and books appropriate appointment lengths based on client needs.
Similar Industries
Serving Accounting Firms Nationwide
Transform Your Accounting Firm with AI
The AI solution designed specifically for accounting firms to capture every opportunity, 24/7.
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