The AI Answering Service for Accountants and Bookkeepers

Answers every client call, even in the middle of tax season. Handles the repeat questions, books consultations with new clients and sends you the calls that need you.

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7 days free
No credit card required
Plans from $49/month
Z

Zoey, AI Receptionist

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Ready

Free, uses your microphone, up to 3 minutes

24,000+

Calls answered

420+

Businesses served

1,800+

Messages taken

1,100+

Spam calls blocked

Sound Familiar?

Tax Season Shouldn't Mean Missed Calls

From February to April your phone never stops, and every call pulls someone off a return. The rest of the year, calls still come in while you're in client meetings.

The same five questions

"When is the deadline?" "What do I need to bring?" "How much do you charge?" "Are you taking new clients?" Your staff answers them a hundred times a week.

New clients go to voicemail

Someone searching for an accountant calls the first few firms on Google. If you don't pick up, the next firm does.

Deep work keeps getting interrupted

Every ring breaks your focus on a return or a reconciliation. Letting it go to voicemail just moves the work to later.

Calls It Handles

What Your Accounting Answering Service Does

Answers your repeat questions

Deadlines, office hours, fees, document checklists and which services you offer, answered from the information you give it.

Books consultations with new clients

Asks your screening questions, like individual or business, type of service and current setup, then books an open slot in your calendar.

Takes messages from existing clients

Questions about a return, a missing document or an invoice arrive as a text and email summary, so you can reply when you're ready.

Texts links while the client is on the line

Your document checklist, client portal, intake form or payment page, sent by text during the call.

Set Up in About 5 Minutes

Set Up Your Accounting Answering Service in 3 Steps

1

Train Your Receptionist

Enter your Google Business Profile or website, and we build your receptionist's knowledge of your services, hours and FAQs automatically.

2

Test It and Forward Your Calls

Call your free dedicated number to hear it in action, then forward your business line. Keep your existing number.

3

Get Every Call Summarized

You get an email and text summary after each call. Transcripts and recordings are saved for you to review anytime.

Real Conversations

What an Accounting Answering Service Sounds Like

Typical calls, handled from start to finish without you picking up the phone.

Tax preparation firm

Consultation booked

Thanks for calling Harbor Tax & Accounting, this is Sam. How can I help?

Hi, I started freelancing this year and I think I need someone to do my taxes.

We can help with that. Self-employed returns start at $350. Would you like a 20-minute consultation with one of our CPAs first?

Sure, sometime next week?

I have Tuesday at 2 PM or Wednesday at 10 AM. I'll also text you a checklist of what to bring.

Bookkeeping practice

Message sent

Hi, it's Dana from Greenway Landscaping. Did you get our March statements?

Hi Dana. I can't see your file, but I'll make sure Lisa gets this right away. What's the best number to reach you?

555-0192.

Got it. I've sent Lisa your message, and she'll call you back today.

Need cover only when you're closed? See our after-hours answering service.

Simple Pricing

Plans That Work for Accounting Firms

Try it free for 7 days. Full access to every feature, no credit card required, and cancel anytime.

Answering Service

For solopreneurs

$49 /month

Billed as $490 per year

 

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  • Up to 250 Minutes
  • 1 Receptionist
  • SMS & Email Notifications
Popular

Business

For growing businesses

$149 /month

Billed as $1,490 per year

 

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  • Everything in Answering Service plus:
  • Up to 1,000 Minutes
  • Book Appointments
  • Integrations
  • Send Text Message Links
  • Call Transfers

Growth

For scaling teams

$299 /month

Billed as $2,990 per year

 

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  • Everything in Business plus:
  • Up to 2,000 Minutes
  • Outbound Calls
  • Training Files

Enterprise

Custom solutions

Custom

Contact us for pricing

Contact Sales
  • Custom CRM Integrations
  • Unlimited Receptionists
  • Unlimited Users
  • Dedicated Support

Support

Accounting Answering Service FAQ

An accounting answering service picks up your firm's calls when you and your staff can't. Ours uses AI, so it answers instantly, knows your services and fees, books consultations and takes detailed messages, 24/7, for a flat monthly price.

Yes. It answers several calls at the same time, so callers never hear a busy signal in March or April. It handles the repeat questions (deadlines, what to bring, fees, whether you're taking new clients) and only sends you the calls that need you.

No. It doesn't connect to your tax or practice management software. It takes the client's name, number and question and sends it to you, or texts them a link to your client portal if you have one.

Only if you tell it to, and we recommend you don't. You decide exactly what it collects. Most firms have it take a name, phone number, email and a short reason for calling, and handle sensitive documents through their secure portal.

Yes. It connects to your Google Calendar, asks a few screening questions you choose (individual or business, type of service, current bookkeeping setup) and books a consultation in an open slot.

No. It answers questions about your firm, like your services, hours, fees and deadlines you choose to share, and passes anything that needs professional judgement to you.

No. We give you a dedicated number and you forward your existing line to it, all calls, only the ones you miss, or only after hours. Clients keep calling the number they already have.

Plans start at $49/month for call answering, or $149/month for consultation booking and text links. There are no setup fees or contracts, and you can try it free for 7 days with no credit card.

Get Through Tax Season Without Missing a Call

Join 420+ businesses that never miss a call. Get set up in about 5 minutes with no setup fees.

Start Free Trial
7 days free
No credit card required
Plans from $49/month