Filing season doubles your inbound calls exactly when your staff has zero minutes to take them. Scarlett answers the flood — sorting clients from prospects, handling portal and status questions, booking the right appointment type — under rules your firm sets. Give her two minutes and call her yourself.
Live demo · pitch her a messy S-corp · two minutes tells you
AI receptionist for accounting firms
Start with the bounded, high-volume front-desk work: filing-season overflow, prospect intake, matching callers to tax, bookkeeping, or advisory calendars, portal and document walk-throughs, return-status requests, and clean escalation whenever a caller needs judgment or private account details.
Absorb the spring call spike so preparers stay on returns instead of the phone.
Capture entity type, service needs, complexity, and timing from shoppers comparing firms.
Walk clients through uploads, confirm document receipt, and log return-status requests for staff.
The same twelve weeks that produce most of your revenue also produce most of your phone traffic — status checks, missing-document chases, brand-new business — while every biller in the office is buried in returns. Something has to give: either the work or the phones.
Scarlett takes the phones so the work keeps its people.
What Scarlett Does
Every February the phones and the filing deadline compete for the same staff. Scarlett takes the routine volume — office hours, appointment changes, what-do-I-bring questions — so preparers keep preparing.
A shopper comparing CPAs needs intake; a longtime client needs their preparer. Scarlett tells them apart in the first exchange, captures the new-business details, and sends the existing client to the right person's queue.
How to upload to the portal, whether the office received the 1099s, when the return will be ready — Scarlett answers from your approved playbook or logs the request for the right staffer, interrupting nobody mid-return.
A bookkeeping cleanup, an S-corp election question, and a personal 1040 belong on different calendars. Scarlett matches each caller to the correct service line — tax, bookkeeping, or advisory — and schedules accordingly.
Built for Accounting
For CPA firms, tax preparers, bookkeepers, and advisory practices.
FAQ
A voice and text agent that shields your staff from the phone during crunch: she distinguishes prospects from clients, books the correct appointment type, handles portal and document questions from an approved script, and logs everything for review. Off-season she keeps the same coverage without the payroll of a seasonal hire.
Peak weeks are the reason firms deploy her. She takes many calls at once — no hold queue, no full mailbox — while your preparers stay heads-down. Callers who need a person get routed on your rules; the rest get their answer or their booking without touching staff time.
Like a good business developer: what entity, which services — tax prep, bookkeeping, payroll, advisory — how complex the situation is, and how soon they need help. She books the consult while the shopper is still deciding, instead of letting the inquiry cool in a voicemail box.
That's part of every build. Karbon-style workflow platforms, TaxDome-style client portals, your scheduling system — appointments, intake notes, and caller requests flow into them so nothing gets transcribed twice.
Two minutes on the phone: (720) 770-2664. Say you run a small S-corp, your books are a mess, and you need someone before the filing deadline. Decide whether her intake would impress you as a managing partner.
Around your seasonality — many firms scope heavier coverage for filing season and lighter the rest of the year — plus integrations and call volume. The AI pricing guide on our blog breaks down what practices typically spend.
Call Scarlett as a prospect with messy books and a looming deadline, then let's design her around your firm's calendars, portal, and escalation rules.