An AI receptionist for accounting and tax firms that answers every call, day and night
Tax season or not, every client gets an answer, and you get a clear message instead of a full voicemail box.
From $299 a month. See pricing.
- CoverDialThanks for calling Hartley Tax & Books. I'm an AI assistant, and this call is recorded. How can I help?
- CallerI got a notice from the IRS about my business return and I don't know what to do.
- CoverDialI can take the details for your accountant. Is there a date on the notice you need to respond by?
- CallerIt says thirty days from October 1st.
- CoverDialThank you. What's the notice number at the top?
- CallerCP2000.
- CoverDialAnd your name and business?
- CallerPriya Shah, Shah Floral.
- CoverDialWhen's a good time Monday for a call back, and on what number?
- CallerAfter 10am, on 417-555-0119.
- CoverDialI'll mark this urgent for Monday. Is there anything else?
Subject
Urgent call from Priya Shah (Shah Floral): Tax notice
- Caller
- Priya Shah
- Company
- Shah Floral
- Call back on
- (417) 555-0119
- About
- Tax notice
- Location
- Main office
- Language
- English
What they need: An IRS notice (CP2000) about the business return. It says to respond within thirty days from October 1st.
Next step: Call back Monday, after 10am.
A deadline makes it urgent: your rule.
Calls we handle for accounting and tax firms
New client enquiries
what they need and how big their business is.
"I got a letter from the IRS"
the notice details and any deadline.
Appointment and deadline questions, answered from the facts you give it.
"Did you get my documents?"
a message for the right person.
Vendors and software companies
a message, not an interruption.
A call, start to finish
A Saturday morning in October. The whole conversation, and the email you'd get.
- CoverDialThanks for calling Hartley Tax & Books. I'm an AI assistant, and this call is recorded. How can I help?
- CallerI got a notice from the IRS about my business return and I don't know what to do.
- CoverDialI can take the details for your accountant. Is there a date on the notice you need to respond by?
- CallerIt says thirty days from October 1st.
- CoverDialThank you. What's the notice number at the top?
- CallerCP2000.
- CoverDialAnd your name and business?
- CallerPriya Shah, Shah Floral.
- CoverDialWhen's a good time Monday for a call back, and on what number?
- CallerAfter 10am, on 417-555-0119.
- CoverDialI'll mark this urgent for Monday. Is there anything else?
Subject
Urgent call from Priya Shah (Shah Floral): Tax notice
- Caller
- Priya Shah
- Company
- Shah Floral
- Call back on
- (417) 555-0119
- About
- Tax notice
- Location
- Main office
- Language
- English
What they need: An IRS notice (CP2000) about the business return. It says to respond within thirty days from October 1st.
Next step: Call back Monday, after 10am.
A deadline makes it urgent: your rule.
An example. The business, caller and number are made up (555-01xx is a fictional range).
What counts as urgent
You choose. Most businesses like yours pick:
- A notice with a deadline
- Anything else you choose
Urgent calls are marked Urgent in the email's subject line, and are texted to you once your texting registration is approved. On Professional, callers can be put through to you during your hours.
What it won't do for accounting and tax firms
- It won't give tax advice.
- It won't take Social Security numbers over the phone, if you add that rule (most firms do).
- It won't make up answers about due dates; it answers only from what you give it.
Which package fits
Our recommendation, and why.
Essentials, $299 a month
Essentials for most firms; Professional if clients should be able to reach you during office hours.
Questions
What about tax season?
Busy months may use more minutes. Extra minutes are 30¢ each, and we email you at 80% and 100% of your included minutes.
Can I add my own rules?
Yes. For example, never taking Social Security numbers over the phone, or always sending notices to one person.
Does it know my office hours?
Yes, including holidays you set, so it tells callers correctly when you'll call back.
Also built for: AI receptionist for law firms and AI receptionist for insurance agencies. How setup works.
Every call answered, set up for you.
Reserve your spot, and we'll build a receptionist that knows accounting and tax firms.