Cover the tax-season rush without hiring seasonal staff.
From January to April your phone does not stop, and the rest of the year it still rings with deadline questions and new-client inquiries. Your AI receptionist absorbs the overflow, books appointments, and tells callers exactly what to bring.
An AI receptionist for accounting and bookkeeping firms answers tax-season overflow around the clock, books tax-prep and advisory appointments, tells callers which documents to bring, and triages existing-client status questions to the right preparer.
What a missed call costs you.
- 01Tax-season call volume spikes far beyond what your team can answer live.
- 02Partners get pulled off billable work to answer “is my return done yet?” calls.
- 03New-client inquiries arrive at all hours during deadline crunches.
What a missed call could be worth
Run your own numbers. Drag the sliders to match your shop, and the figure at the bottom updates as you go.
This is an estimate built from your own inputs, not a quote. Nobody can say a given missed call was a real customer, so read the result as a possibility, not a bill.
Many calls to small businesses go unanswered, and most callers never leave a message.
Not every missed call is a sale: some are spam, wrong numbers, or people you already serve. Your honest guess.
Phone callers are high-intent and convert far better than web forms. 30% is a conservative start for a prospect you actually talk to.
For most service businesses, a single job runs a few hundred dollars. Count repeat work and referrals and a customer's lifetime value reaches several thousand. Use the number that fits you.
You can't know any single missed call was a real customer; some are wrong numbers or sales calls. But across a month, if even 35% of the people who reached your voicemail would have booked, that works out to about $2,800.
And the fix scales with the math: even Enterprise, our $999-a-month plan, runs about 36% of that estimate, roughly $21,612 a year below it.
First AI Employee's Essential plan is $99 a month. The question isn't whether every missed call is a lost job; it's whether catching them clears $99.
Start a 7-day free trial →An estimate from your own inputs, not a quote. The default customer value above is just a starting estimate; set it to your own.
Sources: Invoca's home-services call benchmarks on how often calls go unanswered (a home-services benchmark; the defaults here are illustrative and fully adjustable); CRM Magazine on voicemail behavior; Invoca's call-conversion benchmarks on how well phone leads convert.
On the call, it handles all of it.
Appointment booking
Schedules tax-prep, advisory, and review meetings against your live calendar.
Document checklists
Tells callers which forms (W-2s, 1099s, prior returns) to gather before their appointment.
Status triage
Routes existing-client status questions to the right preparer instead of interrupting the whole team.
Overflow coverage
Picks up the calls your staff can’t during the season’s busiest hours.
In your callers' own words.
- “
I need to get my taxes done. How soon can you see me?
- “
What documents should I bring to my appointment?
- “
Has my business return been filed yet?
Client Intake: built in for accounting & bookkeeping.
The big one here: matter details, the parties for a conflict check, the documents, gathered before the consult, so the first meeting is billable work, not data entry.
How Client Intake works →Add-ons, rated for accounting & bookkeeping.
We rate every add-on for how much it actually earns its keep in your trade — the must-haves and the ones you can skip. Honest stars, not a sales pitch.
Prospects research you online before they pick up the phone; it qualifies and books the consult while they’re still on your site.
A careful reply signals the diligence clients hire you for, drafted without ever revealing anything confidential.
Prospects vet you by your reviews before they ever call; a tactful, consented request keeps them current.
Stop sending accounting & bookkeeping callers to voicemail.
Your AI receptionist answers 24/7, qualifies the caller, and books the work, so more of your calls turn into customers instead of a competitor's.
Not for: healthcare or anyone handling protected health information. We are not HIPAA-compliant and don't sign BAAs.