For accounting firms
The Answering Service for Accountants, CPAs, and Bookkeepers
From February to April your phone rings more than any staffing plan can cover, and a new-client call that hits voicemail during tax season has plenty of other firms to try.
Tax season buries the phone exactly when everyone is billable.
New-client calls mix with existing clients chasing documents.
Deadline-week callers are anxious and need calm handling.
What a call sounds like
Illustrative call example — not a real recording
'I just got an IRS letter and I don't know what it means.' Amelia stays calm, captures who they are and what the letter says on its face, never interprets it, and books the consultation — flagged urgent if your rules say deadline-related.
Calendar booking today, your tools next
Booking works with Google Calendar and Outlook today, with click-to-accept invites for you and the customer. On the roadmap for accounting firms, in the order customers ask:
Tell us what you run and we prioritize it.
One call, start to finish
Illustrative call example — not a real recording or measured timing
- 1
March. Every desk is buried in returns, and the phones don't care.
- 2
Amelia answers each call: 'Thanks for calling, this is Amelia. How can I help you?'
- 3
New clients get your intake: individual or business, what they need — returns, bookkeeping, payroll, cleanup — and how they found you.
- 4
Existing clients chasing their return status get your approved status language and a written message to the right preparer, not a guess.
- 5
IRS-letter and notice calls get careful handling: she captures what the notice says on its face and books the consult. She never interprets a notice or gives tax advice.
- 6
Consultations book into the windows you protect, with confirmed contact details and calendar invites both ways.
- 7
Your team stays billable; the message queue arrives organized, with recordings, at the times you check it.
Tax season overflow without seasonal hiring
An accounting firm's call volume is a mountain with a peak in April, and staffing for the peak means overpaying for the valley. Amelia is designed to handle multiple simultaneous calls, so deadline-season volume gets answered without a seasonal hire. New-client calls get captured and booked while the lead is warm; existing clients get acknowledged with your approved language instead of ringing into voicemail; and your preparers stop losing billable hours to a ringing phone. When the season ends, nothing needs unwinding — her instructions just shift with yours.
She takes messages about money; she never gives advice about it
Tax and accounting calls are full of questions that only a professional should answer, and Amelia's line is firm: she captures, she never advises. What a notice means, whether something is deductible, how to respond to the IRS — every one of those routes to your team as a written, recorded message. What she can say is what you wrote: your document checklist for new clients, your portal instructions, your status-update language. Client matters are handled discreetly, and every call is recorded so the intake trail is complete.
New clients, existing clients, and the deadline panic
You set different paths for different callers. New business runs your qualification — individual or business, service needed, timeline — and books a consultation into slots you actually protect. Existing clients get routed by your rules: status questions get your approved response, document questions get your portal script, and anything marked urgent by your criteria — a deadline this week, a notice with a date on it — gets flagged accordingly. Bookkeeping and payroll inquiries book like any consult, and business-owner callers can route to the partner who handles them.
What it costs, next to one new client
Plans start at $99 a month at the founding price with 250 minutes of conversation included, then $2 a minute, and your bill is capped at $200 unless you raise it. Spam calls, robocalls, wrong numbers, and hangups under 15 seconds never count. Whether that pays for itself depends on your call volume, how many callers become clients, and your fee structure — the calculator on our homepage runs your own numbers. The 14-day free trial includes 30 minutes of talk time, so you can judge her on real calls before paying anything.
Common questions from accounting firms
What happens when someone calls my firm during tax season?
Amelia answers, sorts new clients from existing ones, runs your intake, gives only your approved language, and books consultations into the windows you protect — with every call recorded and summarized.
Will she answer tax questions?
No. She never gives tax advice or interprets notices. Those calls become written, recorded messages for your team, captured calmly with the details you specify.
Can she handle existing clients differently from new leads?
Yes. Existing clients get your status and portal language and route to the right preparer; new business gets qualified and booked.
How much does an accountant answering service cost?
Plans start at $99 a month at the founding price with 250 minutes included, then $2 a minute, capped at $200 unless you raise it. Spam calls are free. Full details are on the pricing page.
Is it discreet enough for client matters?
She collects only what you specify, follows your confidentiality instructions, and every call is recorded and transcribed so you can review exactly what was said.
Does she answer in Spanish?
Automatically. She hears the caller's language and runs the whole call in English or Spanish.
Does she work with practice management software?
Booking works with Google Calendar and Outlook today, with click-to-accept invites. TaxDome, Karbon, and Canopy are on the roadmap in the order customers ask.
Can she cover just the season?
Plans are month to month with no contracts, so many firms lean on her hardest from January to April and keep her for overflow the rest of the year.
Give your business a 24/7 AI receptionist
Founding customers get hands-on setup and locked-in pricing. Want to hear her first? Call the live demo any time: (832) 979-5957
Also see: insurance answering service · MSP answering service · real estate answering service
Related features: AI appointment booking