Accounting and Tax Offices · Houston, TX
An AI front desk for your accounting and tax office
Answer every client question in tax season and the rest of the year, and book the right accountant.
AI Front Desk · from $699 a month
Start with usFrom $699 a month, no card today. Includes: greets each visitor by voice first, with a face, and says it is an AI.
What your AI employee does
- Answers questions about your services, office hours, fees policy and filing deadlines from your approved information.
- Requests consultations with the right accountant using your calendar and booking rules.
- Tells new and returning clients which documents to bring, from the checklist you approve.
- Leaves tax advice, filing positions and engagement terms to your accountants.
- Drafts reminders for your approval and speaks the client’s language.
Meet Casey, your demo AI employee
Try a visitor question
A short spoken demo of your front desk. These examples use no real appointments or customer records.
Hi, I’m Casey, an AI front desk employee for an accounting and tax office. You can interrupt me anytime. In this demo, I help a client get ready for their appointment. Is this about your taxes, your books or something else?
Why this plan fits
AI Front Desk · from $699 a month
Start with AI Front Desk for client questions and consultation requests. Document reminders are scoped with your team and nothing is sent without your approval.
We set your employee up with your approved business information, booking rules and handoff to your team.
Start with usFrom $699 a month, no card today. Includes: greets each visitor by voice first, with a face, and says it is an AI.
Questions before you start
Will it give tax advice?
No. It answers approved office questions and shares your document checklist. Your accountants give every piece of tax advice.
Will clients send it their tax documents?
No. It tells clients what to bring and how your office accepts documents. Files go through the secure way your office already uses.
Does this demo book a real consultation?
No. The examples show how a consultation request can work. Your employee is set up with your office before it goes live.
Built around your workflow
Where your team needs help
- Tax season buries the front desk in the same questions.
- New clients wait days to hear back about an engagement.
- Document requests and reminders take hours of staff time.
Your Local Service Operator setup
- Answers questions about your services, fees policy and deadlines in your words.
- Books consultations into the right accountant's calendar.
- Reminds clients which documents to bring, so meetings start ready.
Final workflows are tailored to your approved information. Follow-ups need your approval.