Take client messages during focused work and busy periods
Your receptionist collects the reason for a client's call and the details your staff needs for a callback. It can also explain your services and office hours.
- New inquiriesAsk which service the caller needs and how staff can contact them.
- Existing clientsRecord the caller's question and the person they are trying to reach.
- Office coverageSend busy, unanswered or after-hours calls to your receptionist while staff works.
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Our AI receptionist for accounting and CPA teams handles the first conversation without pulling a staff member away from a return or client meeting. A prospective client can ask whether you offer bookkeeping, payroll support or another service you have listed. An existing client can leave a question for their usual contact.
Your receptionist answers from the business information you provide. It gathers a name, return number and reason for calling, then sends the message for review. Set forwarding around the times your team needs phone coverage, rather than changing the number clients already know.
Turn a consultation inquiry into an appointment or message
Your receptionist identifies the caller's need, asks your intake questions and offers the next step you choose. That can be a Google Calendar appointment or details for a callback.
- Clear greetingIntroduce the virtual assistant and announce that the conversation is recorded.
- Service questionsAsk about the requested service and gather a name and callback number.
- Next stepBook into Google Calendar or send the consultation request for staff review.
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A business owner might call about monthly bookkeeping support. Your receptionist asks which service they need and gathers the contact details you request. It can explain your published services and price policy without deciding what advice the caller needs.
If you choose appointment booking, it books into Google Calendar. If your staff prefers to review inquiries first, it takes the details for a callback. Your email and app push notification include the summary, transcript, recording and urgency tag. Staff can read the caller's request before preparing for the appointment or returning the call.
Set services, consultation handling and staff contacts
You control which services your receptionist describes and how new or existing clients are handled. Add office policies, intake questions and the staff contacts for urgent messages.
- 1Service listExplain the work your firm offers and services you do not provide.
- 2Consultation choiceChoose Google Calendar booking or a callback after your team reviews the inquiry.
- 3Staff routingSet urgency rules and the order for reaching the appropriate firm contact.
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We learn your firm's information through your website and a 10-15 question onboarding chat. Explain the services callers may ask about, your hours and how you want consultation requests handled. Add a price policy if there is approved information the receptionist may share.
Decide what your staff considers urgent and who should receive those calls. When office hours or intake preferences change, update the AI's settings in plain words. Read the receptionist onboarding walkthrough for the setup steps. Then test a new client inquiry and a message for an existing client's contact.
Keep professional advice and client records with your firm
Your receptionist handles business information and intake, while your firm provides accounting and tax advice. It takes questions for review instead of deciding a caller's financial treatment or obligations.
- Professional judgmentSend tax and accounting questions to your staff for an informed response.
- Intake boundariesRequest a brief reason for calling rather than detailed financial account information.
- Record accessStaff check their own files before answering questions about a client's work.
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Use intake to learn why someone called, rather than to resolve a tax question. Your receptionist can note that a client wants to discuss an expense or a letter they received. Your firm reviews the question and supplies the advice.
Keep the requested intake to contact details and a short description of the issue. Call audio and transcripts are recorded, so tell the receptionist which details it should ask for. It does not read your accounting or practice management software. The AI can make mistakes; review the message and consult your own records before responding.
Try your firm's intake questions before taking live calls
The demo shows how a fictional business takes a message. When trials become available, test your own firm's services, consultation process and staff handoff before forwarding client calls.
- Listen firstTry a fictional message-taking conversation in the browser without creating an account.
- Firm setupDuring trial onboarding, supply your service list and callback preferences.
- Review resultsCheck the questions and notification details against what your staff needs.
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Start with the browser message demo to hear the receptionist introduce itself and gather a request. The scenario is fictional; use your trial to evaluate the instructions that matter to your accounting firm.
Request a free trial for your firm; we email your sign-in link for setup when your trial is ready. Your 14-day trial will have a 100-minute cap, and a card will be required before live forwarding. Place a consultation call and an existing client message. Review the summaries with the staff who would return those calls, then adjust your questions before switching on your chosen coverage.
Questions
Can it book an initial consultation?
Yes. Your receptionist can book appointments into Google Calendar or take an inquiry for a callback if you want staff to review it first. Set that preference during onboarding, then test a prospective client's call before forwarding your firm's live phone traffic.
Can it answer clients' tax questions?
Your receptionist can explain the services and office policies you supply, but professional tax and accounting questions go to your staff. It collects the reason for calling and contact details. Your firm checks the client's circumstances and provides the appropriate response.
How do we receive messages during busy periods?
Each call triggers an email and an app push notification with a summary, urgency tag, transcript and recording. You also receive a daily digest email. Staff can review the collected details and decide how to return calls around meetings and client work.
Can an urgent client call reach a staff member?
Yes. You decide which situations count as urgent and set the contact order. Your receptionist can page that person or try a warm transfer. For a warm transfer, the staff member hears a brief summary and presses 1 to accept the call.
What does the service cost, and can we cancel?
Starter costs $99 a month for 150 AI minutes, with $0.35 per extra minute; Pro costs $249 for 500 AI minutes, with $0.20 per extra minute. It renews monthly. You can cancel online in one click, with cancellation taking effect at the end of the paid month. Request a free trial to test your firm's intake.
Hear how your next client inquiry could be handled
Try the browser demo, then request a free trial to add your firm's service list. Test a consultation request before forwarding your client calls.