Built for accounting firms

Tax season: 50 calls a day. Your team is buried in returns.

Your AI receptionist handles the flood of tax season calls, schedules consultations, answers service questions, and tells clients exactly which documents to bring. Keeps your team focused on the work.

Set up in 10 minutes. Free trial. Plans from $29/mo. No contracts.

The tax season phone problem.

50+ calls per day during tax season

80% are asking the same 5 questions

$50K+ annual cost of the temp receptionist you hire every January

Your AI receptionist starts at $29/mo year-round. No hiring, no training, no turnover.

Sound familiar?

"From January to April, we can't keep up with the phones."

Every accountant knows this. Tax season call volume triples. Your team is doing returns. The phone keeps ringing. You either hire a temp or let calls go to voicemail.

"Clients call asking what documents they need. Every. Single. Year."

The same clients, the same questions. Your AI answers instantly and sends them a personalized checklist based on their situation. Your team never has this conversation again.

More than a message-taker.

Handles tax season volume 50 calls a day? No problem. Every call answered instantly, no hold music, no 'please call back later.'

Sends document checklists Based on the client's situation (W-2, self-employed, rental income, investments), it sends the right checklist. Clients show up prepared.

Schedules consultations by service type Tax prep, quarterly review, business formation, audit support. Books the right length appointment with the right team member.

Answers common questions year-round Extension deadlines, estimated payment due dates, whether they need to file. Clients get answers without interrupting your accountants.

How it compares.

	Voicemail	Answering service	Part-time hire	MultiplyMe
Answers questions	No	Barely	Yes	Yes
Books appointments	No	No	Yes	Yes
Follows up	No	No	Sometimes	Always
Available 24/7	Yes	Sometimes	No	Yes
Learns your business	No	No	Slowly	Yes
Monthly cost	$0	$300+	$2,000+	From $29

Common questions.

Can it handle existing client calls differently from new clients?

Yes. Existing clients get recognized and routed based on their history. New clients go through intake. Different workflows for different situations.

What about during the off-season?

It handles year-round calls about quarterly estimates, bookkeeping questions, entity formation, and payroll. Not just tax season.

Can multiple accountants use it?

Yes. It manages calendars for your whole team and routes clients to the right CPA based on their needs and existing relationships.

Stop letting customers call your competitor.

Set up in 10 minutes. Start answering every call today.

Free trial. Plans from $29/mo. No contracts. Cancel anytime.