For Accounting Firms

AI Receptionist forAccounting Firms

During tax season your phones never stop and your team is buried in returns. Scarlett answers 24/7 — handles the surge, captures new clients, and books consults — so the busiest months become booked revenue, not missed calls. She's a real, live agent. Call her right now and try her.

Real live agent · answers in two rings · go ahead, test her

Tax season is your busiest revenue window — and your worst phone bottleneck

The exact months when the most new clients are calling are the months your team has the least time to answer. Returns take priority, the phone rings out, and prospects looking for a CPA book with the firm that picked up.

Scarlett answers every call, takes the intake, and books the consult — even at peak.

What Scarlett Does

Coverage through crunch and beyond

Survives tax season

From January to April the phones never stop and your team is heads-down in returns. Scarlett answers every call at once, so the surge becomes booked appointments instead of voicemail.

Captures new clients

A prospect shopping for a CPA books with the firm that answers. Scarlett takes the intake — entity type, services needed, timeline — and books the consult before they call the next firm.

Handles document & status questions

'Did you get my W-2s,' 'where's my return,' 'what's the deadline' — Scarlett fields the repetitive questions that bury your front desk during crunch.

Books appointments year-round

Tax prep, planning, bookkeeping, advisory — Scarlett schedules consultations and reviews straight into your calendar, in season and out.

Built for Accounting

Every call your firm gets

Tax-season call surgeNew-client intake & consultsAppointment bookingDocument & deadline questionsBookkeeping & advisory inquiriesAfter-hours booking

For CPA firms, tax preparers, bookkeepers, and accounting & advisory practices.

FAQ

Accounting AI receptionist, answered

What is an AI receptionist for an accounting firm?

An AI receptionist is an AI voice and text agent that answers your firm's phone 24/7, handles the tax-season call surge, captures new-client intake, books appointments, and answers document and deadline questions. It catches the calls your team can't get to while they're buried in returns.

Can it handle the tax-season surge?

That's exactly what it's for. From January through April the phones are relentless and your staff is working returns. Scarlett answers every call at once and books appointments, so the busiest months of your year turn into scheduled work instead of missed calls.

Can it capture new clients?

Yes. Scarlett takes new-client intake — entity type, services needed, timeline — and books the consultation, so a prospect ready to hire a CPA becomes your client instead of the firm that happened to answer.

Does it work with my scheduling and practice software?

Yes. We build the AI receptionist around the scheduling and practice-management tools you already use, so appointments and client details land where your team already works.

Can I try it before buying?

Yes. Scarlett is a real, live agent you can call or text right now at (720) 770-2664. Call her like a prospect looking for a CPA and see how she handles it.

How much does an AI receptionist for an accounting firm cost?

A custom AI receptionist is a one-time build you own, commonly $1,000–$5,000 at HummingAgent depending on scope, rather than a per-seat subscription forever. See our AI pricing guide for full ranges.

Capture every client who calls during crunch

Call Scarlett right now like a prospect looking for a CPA before the deadline. If she books that consult, she can carry your phones through tax season.