For CPA and accounting firms
When calls are routed to the service, an AI assistant follows your business’s instructions and captures the caller’s message for your team.
Example summary. Your team chooses what's captured.
Service depends on configured coverage and availability. Booking requires setup; field-service integrations require compatibility confirmation and testing. AI can make mistakes; your team reviews call information and bookings.
Built around how accounting firms actually take calls.
Capture prospective clients’ contact details and needs according to your instructions and configured coverage.
Tax, bookkeeping, payroll or advisory: routing and calendar booking depend on your instructions, setup and availability.
Configured overflow coverage can help take messages while your team keeps working. Booking depends on calendar setup and availability.
We support the first response so your professionals can handle the advice.
Answer routed calls, collect the details you choose, and support configured booking, routing and call summaries.
Give tax or financial advice, discuss a client's account, or ask for sensitive numbers over the phone.
Pricing is the same for every industry. This page does not list a separate price. See pricing and the FAQ.
Supplied draft demos for review. Audio content has not been reviewed here; no matching transcripts were supplied. Demonstrations do not establish live features, response times, text availability, or booking guarantees.
Fictional scripted AI demo. Businesses, prices, warranties and booking/email outcomes are simulated—not proof of a live system. Actual handling depends on setup and availability. This demo does not send messages or make bookings. Intake example only—not tax or legal advice.