Professional call handling for tax season and beyond.
Your AI receptionist captures the caller's name, the service they need, and how urgent it is — handling heavy call volume so your team can focus on the work.
Set up in minutes. No technical skills needed.
Built for Accounting
Captures caller details
Name, service needed, and contact info — collected on every call, ready for follow-up.
Handles tax-season volume
When call volume spikes, your AI answers every line so no prospect hits voicemail.
Routes urgent calls
Time-sensitive calls — IRS notices, deadlines — get flagged and routed appropriately.
Email + text summaries
Intake summaries arrive in your inbox and on your phone seconds after every call.
Polished & professional
A consistent voice that represents your firm well to every prospective client.
Built for accounting
Tuned for CPA firms, bookkeeping services, tax preparation, and payroll services.
Built for
CPA firms · Bookkeeping services · Tax preparation · Payroll services
How it works
From sign-up to live calls in minutes — here's the full flow.
Create your account
Sign up in seconds and pick the plan that fits your business.
Describe your business
Describe your business or drop in your website URL — your AI agent is built for you automatically.
Pick your phone number and voice
Choose a local number and the voice your callers will hear.
Connect your calendar (optional)
Let your agent book appointments automatically.
Start taking calls
Summaries, leads, and appointments arrive automatically.
Simple pricing
Starter
- 1 AI agent
- 1 local phone number
- 100 call minutes / month
- Email + SMS call summaries
- CRM lead delivery
- Dashboard access
Pro
- Up to 3 AI agents
- Up to 3 phone numbers
- 250 call minutes / month
- Everything in Starter
- Priority support
Agency
- Up to 10 AI agents for multiple locations or service lines
- Up to 10 phone numbers
- 750 call minutes / month
- Everything in Pro
- Dedicated onboarding support
Additional minutes 35¢/min. No long-term contract. Cancel anytime.
Stop missing calls. Start capturing leads.
Get your accounting AI receptionist live today.