Questions? (203) 989-4824
AI RECEPTIONIST FOR ACCOUNTING FIRMS

Every missed call during tax season is a client who found another CPA.

Your AI receptionist handles client calls 24/7, managing tax season overflow, scheduling consultations, and answering document questions. Trained on your firm information.

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Meet your AI Receptionist

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Real Demo
Accounting firm: New business owner needing tax help

Priya just started an LLC and needs help with quarterly taxes. Listen to how the AI explains services, qualifies the prospect, and books a consultation.

0:00 2:05
CallerHi, I just started my own business last year and I have no idea what I'm doing with taxes. Do you work with small businesses?
AIAbsolutely, we work with a lot of small business owners and startups. What type of business did you start?
CallerIt's a consulting LLC. I've been doing freelance work and finally made it official. I'm worried about quarterly taxes because I haven't been paying them.
AIThat's more common than you'd think, and the good news is we can get you caught up. We'll set up your quarterly estimated payments going forward and handle any penalties from the missed quarters. Most new LLCs in this situation end up saving more than they expect once everything is structured correctly.
CallerThat's a relief. What does a first meeting look like and what do I need to bring?
AIYour first consultation is 30 minutes with one of our CPAs. Bring your LLC formation documents, last year's income records, and any business expenses you've tracked. The consultation is complimentary. Would you like to get one on the books?
CallerYes please. I'm Priya Sharma. What's available this week?
AIPriya, we have openings Wednesday at 11 AM and Friday at 2 PM. Which works better for you?
CallerWednesday at 11 is perfect.
AIDone. Wednesday at 11 AM. You'll receive a confirmation with a checklist of what to bring. Don't stress about the quarterly taxes. We'll get it all sorted out.
The Problem

Clients who can't reach you during tax season will find a firm that answers.

52%

of calls to accounting firms go unanswered during tax season

78%

of small business owners choose their accountant based on responsiveness

$3,600+

average annual revenue from each new small business client

How It Works

Three steps. Sixty seconds. Done.

1

Enter your website

Share your URL and we'll learn everything about your firm in seconds.

2

Call your AI receptionist

Get a dedicated phone number instantly. Call it and hear your AI receptionist in action.

3

Activate when ready

Love it? Start your 7-day free trial. $99/mo after that. Cancel anytime.

What You Get

Everything your firm needs to stop losing clients.

24/7 call answering

Every client call answered on the first ring. Tax season, after hours, weekends. No hold music, no voicemail.

Caller details via text

Get client name, number, business type, and service needed sent to your phone or practice management system instantly.

Appointment scheduling

Books consultations, tax prep appointments, and follow ups directly into your calendar. No double booking, no phone tag.

Custom trained on YOUR firm

Knows your CPAs, service areas, pricing, specialties, and document requirements.

Call recordings & transcripts

Every call recorded and transcribed for quality review. Monitor interactions anytime from your dashboard.

Seamless call transfers

Urgent client matters or complex questions routed to the right CPA. Everything else handled automatically.

Have questions?

We're here to help. Ask us anything about AI receptionists for accounting firms.

Try SNSYS AI Receptionist free for 7 days Start Free Trial or call (203) 989-4824