For CPAs & Accounting Firms

Do the work.
We'll answer the phone.

An AI receptionist that answers your firm's calls, texts, and chats, screens new clients before they land on your desk, and chases the documents you're still waiting on — so filing season doesn't cost you your focus.

February through April

The phone doesn't stop, and every minute on it is a minute not spent on a return. The work that pays is the work the phone keeps interrupting.

"Is my return done yet?"

The same status check, twenty times a week, from clients who just want to know where things stand. None of it needs you — all of it reaches you.

The off-season inquiry

A business owner shopping for a new accountant in July calls three firms. The one that picks up gets a client worth years, not one return.

How it works in a firm

Every caller handled, every good lead qualified

One receptionist covers the phone, the texts, and the website — answering what's routine, screening what's new, and leaving the actual accounting to you.

Missed-call text-backA call you can't take becomes a text conversation instead of a voicemail you'll return at nine tonight.

Answers the usualsHours, location, what you charge to prepare, what to bring, deadlines and extension dates — answered instantly, any hour.

Screens new clientsIndividual or business, entity type, which services, roughly what scale — captured before the call reaches you, so you know if it's a fit.

Books consultsQualified prospects go straight onto your calendar for an intro call — not into a queue you work through on Sunday.

Chases documentsAutomatic follow-ups to the clients still sitting on their W-2s, 1099s, or signed engagement letter.

Human handoffAnything that touches actual advice, a notice, or an existing return goes to you with a summary of the conversation.

Keep the software you already run

No migration, no double-booking. The receptionist routes prospects and clients straight into your existing calendar — whatever your firm already schedules on.

Karbon Canopy TaxDome Calendly …or ours, included

Confidentiality by design

Built to never discuss a client's return

Your front desk answers logistics — hours, pricing, what to bring, deadlines, how to get started — and routes everything else to you. It doesn't ask for, store, or discuss Social Security numbers, income figures, filings, or IRS correspondence. That's deliberate: a front desk should get people to you, not handle what only you should handle.

Front-desk facts only It answers operational questions and books consults. Anything about a specific return, notice, or number goes straight to your team.

No sensitive data collected It captures a name, a number, and a reason to follow up — never an SSN, EIN, account balance, or document contents.

Screening you actually control You set the qualifying questions, so the leads that reach your calendar match the work you want and the clients you'd take.

Busiest season, same coverage It doesn't get overwhelmed in March. The hundredth caller of the day gets the same answer as the first, at the same speed.

Try it like a new client would

Call or text the live demo and ask it what someone shopping for an accountant would ask. Then imagine it on your firm's number through April. Setup is done for you — your staff doesn't touch a thing.

Try the Live Demo See Pricing

Do the work.We'll answer the phone.