AI Front Desk

AI Front Desk: the AI receptionist for CPA and tax firms

Your front desk never sleeps, never calls in sick, and never sends a referral to voicemail.

The AI Front Desk (an AI receptionist for your firm) answers your calls, texts and web chats 24/7 in a voice trained on your firm. It answers common questions with information you approve, qualifies new prospects and books consults on your calendar. If a call is missed, it texts the caller back automatically. Anything sensitive goes straight to you or your team.

  • Answers calls, texts and chat 24/7, including during tax season and after hours
  • Qualifies new inquiries with the questions you choose
  • Books, confirms and reminds, so fewer people fail to show up
  • Missed-call text-back on your business line
  • Hands sensitive matters to a human. It never gives tax, legal or investment advice
  • Every conversation is logged in your CRM, so nothing falls through
Book my free strategy callCall (817) 674-1222
AI Front DeskSample

Example Hi, I missed a notice from the IRS. Can someone help?

Thanks for reaching out. I can pass this to the team and show you open times for a call.

Sensitive matters go to your team

Sample interface for illustration. Not real client data.

INTERACTIVE VOICE & TEXT DEMOInteractive voice agent ready in browser
Try the demoTalk to the AI Front Desk yourself.

Traffic up 3x

“Referral-only for years. First-ever leads from their website after the rebuild. Traffic up 3x.”

A tax practice in Kentucky

What is an AI receptionist for a CPA firm?

An AI Front Desk is an AI receptionist that answers phone calls, texts and web chat for your firm, 24/7. It gives callers information you have approved, collects their details, and offers open times on your calendar. Anything sensitive or outside its rules is passed to your team, and it never gives tax, legal or investment advice.

Pick your firm type

Ready to see what this looks like for your firm?

Book my free strategy callCall (817) 674-1222
Book free callCall AI Front Desk