AI Employee
Answers every call, answers the common questions you approve, and books the appointment.
See the AI EmployeeFor CPA and accounting firms
Tax season calls don't wait for you.
Your AI Employee answers every call, books the appointment, and texts the client, even in your busiest weeks.
Examples of late-night calls: business taxes, personal tax return. Each one is answered by the AI Employee, booked, and confirmed by text.
Who this is for
- CPA firms
- Tax preparation
- Bookkeeping
- Payroll
- Business advisory
Where accounting firms lose clients
The busy season
In tax season the phone does not stop. Calls go to voicemail, and new clients go somewhere else.
The same questions all day
Hours, documents, deadlines. Your team answers the same questions again and again.
Missing documents
Clients forget what to send, and the work waits until they do.
What we set up for you
Command Center
Reminders for appointments and documents, plus follow-ups that send on their own.
See the Command CenterWebsites
A website with a page for each service, so business owners nearby can find you.
See websites and SEOTV Ads
Your firm on streaming TV, only in the areas you serve.
See TV AdsAI Videos
Short videos that explain your services, for your social pages.
See AI VideosEvery plan and price is on one page.See pricing
Questions people ask
Will it give tax advice?
No. We train it to answer the questions you approve, like your hours and what to bring, and to book the appointment.
Can it keep up in tax season?
It answers every call, day and night, so a busy week does not mean missed calls.
Can I hear it before I buy?
Yes. Call (901) 460-2640 any time and talk to it.
Answer every client, even in April.
Book a demo and we'll show it working for a business like yours, or call our AI right now.