AI receptionist for accounting and tax firms
In tax season, client calls and new enquiries arrive at the same time. CALL answers first, finds out who is calling and why, and hands a summary to the right accountant, so meetings are not interrupted and nothing is lost.
Calls you can hand to the AI
Client calls
Name, company and reason for calling, handed to the right person.
New enquiries
What the enquiry is about and how the person prefers to be contacted.
Sales calls
Set a rule to take a message from sales callers instead of putting them through.
Tax-season peaks
The AI takes the first response when calls stack up.
How to get started
1. Sign up free and hear the AI
Create a free account and make a test call from your browser.
2. Teach it your business
Add your hours, common questions and the rules for messages, booking requests and transfers. You can also add web pages and files as knowledge.
3. Send calls to the AI
Answer calls on a phone number from a paid plan. Start with after-hours or overflow calls and widen from there.
Guide: AI inbound calls
Frequently asked questions
Will the AI give tax advice?
No. It works within the information and rules you give it; you can instruct it to take the question and have an accountant call back.
Can it route by client?
The client name and reason for calling go into the summary, which is handed to the responsible person.
Will callers know they are talking to an AI?
By default the opening greeting says that an AI is answering. You can edit the wording and add your recording and transcription notice.
Can I try it for free?
Yes. The free plan costs nothing a month: call your AI agent from the browser or your own phone and hear exactly how it answers. Answering a real business number needs a paid plan; plans and included minutes are on the pricing page.
→ See plans and pricing
Read next
Hear your AI agent answer, free
On the free plan you can make a test call from your browser and hear exactly how the AI answers.