01
Business client intake
Capture business type and the broad service required, giving your accountants a useful starting point without requesting confidential financial records.
BUILT FOR ACCOUNTANTS
AI for accountants.Make room for the numbers that matter.
Give new clients a clear first step, organize service inquiries, and coordinate consultations without interrupting focused work.
Let’s find your agentNew client inquiriesService and deadline questionsConsultation coordination
THE INQUIRIES YOU ACTUALLY GET
Built for the day-to-day.
Not just the first hello.
From a new inquiry to a returning customer, shape each conversation around the way your accountants team works.
02
Personal tax inquiries
Separate individual tax requests from business accounting. Arrange a consultation while leaving filing decisions and tax advice to your professionals.
03
Deadline questions
Share only the deadline information your firm approves. A client's specific filing obligation or urgent matter goes to the responsible accountant.
04
Consultation coordination
Collect preferred times and contact details for an introductory meeting, respecting your team's availability during busy filing periods.
05
Existing-client messages
Route a callback request to the assigned accountant using minimal intake. Private return details and account records stay in your secure systems.
06
Document-process guidance
Point clients to your approved secure submission route. Never ask for tax identifiers, bank credentials or sensitive documents in general conversation.
A FAMILIAR QUESTION. A BETTER FIRST RESPONSE.
Deadline season needs fewer interruptions.
Capture whether a caller needs personal tax, business accounting, or an introductory consultation. Hand over the purpose of the inquiry without collecting confidential financial records.
Meet your AI receptionistAccountants
AI Chat Agent · Online
ILLUSTRATIVE CONVERSATION
Powered by All Things Agent
HEAR THE CONVERSATION
A clearer first conversation.
Listen to a fictional accountants conversation, with the request and next step kept clear.
Female agent · Illustrative sample call
0:00 / 0:37
Read the call transcript
AgentThanks for calling our accountants team. I'm your virtual assistant. How can I help today?
CallerI’m looking for help with accounting for my small business.
AgentI can connect you with the team. What type of business do you run, and which accounting services are you looking for?
CallerIt's a small retail business. We need ongoing accounting and year-end support.
AgentThank you. I can pass your request to the team. What name and preferred contact details should I include?
CallerMy name is Alex. Please ask the team to call me back at this number.
AgentOf course, Alex. I have noted your request and callback preference. The team will review the details and confirm the next step.
LESS REPETITION. BETTER CONTEXT.
The right details.
To the right people.
A useful handoff starts with the questions you approve, not a one-size-fits-all script.
A little context goes a long way.
- Personal or business inquiry
- Broad accounting service required
- Relevant timing for a consultation
- Contact details and assigned accountant, if known
Make the next step clear.
Offer your approved booking route, arrange a callback or direct the person to your secure process. Appointments are only confirmed when your connected availability and permissions allow it.
Ready for your team.
A service inquiry or client callback with the high-level purpose, sent to the appropriate professional. Financial records stay in your secure document process.
YOUR EXPERTISE STAYS HUMAN
Helpful boundaries. Clear handoffs.
Tax advice, filing decisions, and financial guidance come from your qualified professionals. Sensitive documents use your approved secure channels, not general call intake.
PHONE. WEBSITE. NEXT STEP.
One business.
More ways to be helpful.
Start where your accountants team needs support. Add booking and follow-up workflows as your setup allows.
AI Receptionist
Answer the call. Capture the details. Keep it human.
Explore productAppointment Booking
Turn a good conversation into a clear appointment.
Explore productLead Follow-up
A thoughtful next step for every promising inquiry.
Explore productAI Chat Agent
Answer website questions. Capture leads. Keep it personal.
Explore productChoose the coverage that fits your team.
Compare plansYOUR BUSINESS RULES, FIRST
Make it yours.
Before it answers.
We shape the agent around your services, language and team, then review the details together before launch.
See how setup works- 01
Agree on the information
Review the service list, hours, approved prices and the questions the agent should ask. Decide what should never be collected or answered.
- 02
Confirm your connections
Review your phone, website and scheduling tools. Agree on supported connections, verification steps and what requires a person's approval.
- 03
Test the real situations
Walk through common accountants inquiries, tricky questions and handoffs together. Adjust the wording and rules before the agent goes live.
GOOD QUESTIONS. SPECIFIC ANSWERS.
Accountants FAQs.
The practical details behind a better first response.
Talk through your needsCan it distinguish tax work from ongoing accounting?
Yes. You approve service-specific intake questions, allowing individual tax, business accounting and existing-client inquiries to reach the right team.
Will it answer a client's tax question?
It can share general firm information you approve, but tax advice, filing decisions and individual deadline assessments remain with your qualified accountants.
Can clients send financial records through the agent?
General intake should not collect sensitive records. The agent directs clients to the secure process your firm has approved.
Can the same information be used on phone and website chat?
Yes. Your phone and chat agents can be shaped around the same approved accountants services and boundaries, with channel-appropriate wording. Website chat availability depends on your selected plan or add-on.
What happens when the agent cannot answer?
It should say so and follow the callback or escalation path you approve. Your team decides who receives the inquiry, what context is included and how sensitive information is handled. It does not make up an answer.
YOUR NEXT CHAPTER STARTS WITH A CONVERSATION
Less busywork. More business.
Let’s find the right agent for your team.
Meet your new agent