AI Receptionist for Accountants and CPA Firms
From February to April the phone never stops, and you're trying to finish returns. Speechless answers every call, takes new-client details and messages, and never gives tax advice.
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Tax season turns your phone into a second job.
Existing clients want to know if their documents arrived. New people want to know if you are taking clients. Every call interrupts a return that's due, and every missed call is a new client who found another firm.
New-client calls land when you have the least time
A small business owner who needs a bookkeeper or an accountant calls a few firms. The first one that gets the conversation started usually gets the engagement, and that is rarely the firm that is deep in returns.
Status and document questions repeat all day
Did you get my W-2? When will my return be done? Where do I send my statements? Each question is simple, and answering them one by one costs hours across a busy week.
Tax questions on the phone are a liability
Callers ask if they can deduct something or how a sale will be taxed. Whoever answers has to say that this needs an actual conversation, and then capture what the person needs.
How Speechless handles your firm's calls
Runs a proper intake for new clients
The agent asks what kind of help they need, whether it's personal returns, a small business or bookkeeping, and how soon. It takes a first name, the best callback number and the details you ask for, and sends you the summary.
Answers the practical questions from your facts
Hours, office address, how clients send documents, whether you're taking new clients, and the fees you've chosen to share. It answers from what you gave it, and takes a message when it doesn't know.
Keeps tax advice off the phone
A tax or accounting question is not answered. The agent explains that an accountant will respond, records the question and the caller's details, and you reply when you've had a chance to look.
What it does on every call
- AI Receptionist — Answers every call so you can stay on the job
- AI Answering Service — A 24/7 answering service that never sends callers to voicemail
- AI Appointment Booking — Book appointments over the phone without picking up
- AI Customer Service — An AI phone agent that answers customer questions
- AI Lead Qualification — Screen every new-customer call and keep the real leads
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Frequently asked questions
- Will it give tax advice?
- No. It does not say whether something is deductible, how to file, or what a client owes. It answers practical questions about your firm and takes a message for everything else, so the advice stays with a licensed professional.
- Can it tell clients whether their documents or return are ready?
- It has no access to your client files or tax software, so it does not guess. It takes the client's name and what they are asking about, tells them someone will follow up, and sends you the message.
- What does it ask a new client?
- Whatever you decide: personal or business, the type of help, when they need it and how they found you. You might choose to keep sensitive numbers, such as Social Security numbers, off the call and use your own secure portal for those.
- Can it book consultations?
- Yes. Live booking works with Cal.com on every plan, and it also works with Google Calendar, Calendly, Square and Outlook. It only offers slots that are really open. Until you connect a calendar, it takes the request and you confirm.
- Is our callers' information secure?
- Data is encrypted in transit and at rest, and it is never sold. Every call is transcribed, and you can review and export transcripts from the dashboard whenever you like, including after you cancel.
- Can I use it only during tax season?
- Yes. Plans are month to month with no contract or setup fee, and you cancel with one click. Starter is $39 a month with 250 minutes, Pro is $129 with 1,000 minutes and Scale is $249 with 2,000. Extra minutes cost $0.20, $0.17 and $0.15.
Answer every call and keep the advice with you.
Get an agent that covers the phones from the first filing day to the last, and tells you who needs a call back.
Create my AI receptionist14-day free trial · 250 minutes included · Cancel anytime