AI Receptionist for Accounting & Tax Firms
Trained on your accounting or tax firm to answer every call — even at the height of tax season — capture new clients and book consultations, 24/7.
Works with your existing number · No long-term contract
CallNeo answers every client call while you're buried in returns — it captures new-client inquiries, books the consult, and texts you the details.
What it handles
The client calls you're missing right now
From January to April your whole team is heads-down in returns and the phone never stops — so new-client inquiries slip to voicemail exactly when you're too slammed to call them back. Here's what CallNeo picks up.
Calls during the tax-season crunch
When every preparer is buried in returns and deadlines, CallNeo answers every call in parallel, so a new client shopping for a preparer in March gets a real answer instead of a full voicemail box.
New-client inquiries
Tax prep, bookkeeping, payroll, advisory — CallNeo explains what you offer, checks whether you take their situation, and books the consultation before they call the next firm on their list.
Existing-client questions & scheduling
Appointment scheduling, document drop-off, extension and deadline questions, where to send their forms — answered so your team isn't pulled out of a return for the same handful of questions.
Every call captured
The caller, what they need, and the details — texted to you the moment the call ends, with a recording and transcript, so no lead or client request gets lost in the rush.
How it works
Live in 48 hours, done for you
We build it for you
Send us your services, who you take on, your intake process, and your calendar. We write the call script, set the voice, connect your practice software, and run real test calls — most firms are live in about 48 hours.
It answers every call
24/7 pickup on your existing number, tax season included. CallNeo captures new-client inquiries, answers service and scheduling questions, and books consultations — so your team can keep working the returns.
You grow the practice
New leads and booked consults land in your practice software and your inbox — with a recording, transcript, and summary of every call, the moment it ends.
Try it yourself
Talk to the demo yourself
Don't take our word for it. Summit Ridge Tax and Accounting is a demo business running on CallNeo — talk to its receptionist the way one of your customers would.
Talk to it in your browser
Summit Ridge Tax and Accounting
Say helloNo signup, no download — you'll just need a mic
Try asking
- “Are you taking new clients this tax season?”
- “What do you charge to file a small-business return?”
- “Can I get in for a consultation next week?”
Pricing
One new client pays for the year
An accounting or tax client is usually a recurring, year-after-year relationship — so a single new client you'd have missed during the March rush is worth far more than a year of CallNeo. You're paying pennies per call to make sure every "are you taking new clients?" gets answered and booked instead of hitting voicemail when you're at your busiest.
- Includes a set number of calls; overage works out to roughly $0.50 for a typical call
- Done-for-you setup and ongoing tuning included — not an enterprise add-on
- No long-term contract and no per-seat fees
We build and train it on your accounting or tax firm for you — you only go live once it's ready. No DIY setup, no per-call cliff.
More on AI reception for accounting and tax firms
Why accounting firms lose clients to a missed call
Accounting and tax work has a demand curve unlike almost any other business: a punishing surge from January through April, when your entire team is heads-down in returns and racing deadlines — and that’s exactly when the phone rings the most. New clients shopping for a preparer, existing clients with deadline questions, and everyone in between all call at once, and there’s simply no one free to answer. So the calls roll to voicemail, and the new-client inquiries — the ones worth a recurring, multi-year relationship — quietly go to a firm that picked up. A missed call during the rush isn’t a missed message; it’s a client who would have stayed for years, lost to whoever answered.
A voicemail greeting can’t explain your services, screen a new client, or book a consultation while your team is buried. CallNeo can — on the first ring — through the busiest weeks of your year.
Tax season is a phone flood
The cruel math of tax season is that your capacity to answer the phone hits bottom exactly when call volume peaks. Every preparer is billable and heads-down, and every minute spent on the phone is a minute off a return. CallNeo absorbs that flood — answering every call in parallel, handling the routine questions, and capturing the new-client leads — so your team stays on the work while nothing slips through. When the season ends, you’ve grown your book instead of just surviving.
New-client capture is a year-round win
It isn’t only tax season. Bookkeeping, payroll, and advisory inquiries come in all year, and they’re the same speed-to-lead game as everywhere else: the firm that answers, sounds capable, and books the consult usually wins the client. CallNeo makes sure every one of those inquiries gets a fast, professional response and a scheduled next step, instead of a callback that comes too late.
Works with the tools you already run
CallNeo connects to the accounting and practice-management software you already use — QuickBooks, TaxDome, Karbon, and others with an API. Leads, booked consultations, and call summaries flow straight into your system, so your intake and scheduling stay in one place. We wire the integration up for you during onboarding; you don’t touch a config screen.
Done-for-you, live in 48 hours
You don’t build anything. Send us your services, who you take on, your intake process, and your calendar, and we build the call script, set the voice, connect your software, and run real test calls. Most firms are live in about 48 hours, and because we handle the ongoing tuning, CallNeo keeps getting sharper at your calls.
Plans start at $95/mo. One new client, given how long they tend to stay, usually pays for CallNeo well beyond the year.
Accounting & Tax Firms — frequently asked questions
Can it answer calls during tax season when we're slammed?
Yes — CallNeo absorbs the tax-season call surge without you hiring seasonal help. From January to April, call volume spikes right as your whole team goes heads-down on returns and deadlines, so the calls that get missed are often the new clients you'd most want to win. CallNeo answers every call in parallel through the crunch, captures the inquiry, and books the consult, so a busy season grows your book instead of burying it.
Can it capture new-client inquiries and book consultations?
Yes. CallNeo explains your services — tax prep, bookkeeping, payroll, advisory — checks whether the caller's situation is a fit against your criteria, and books a consultation straight onto your calendar, then texts you the lead so you can follow up when you surface from the returns.
Does it work with QuickBooks, TaxDome, or my practice software?
CallNeo connects to whatever accounting or practice-management software you already use, as long as it has an API — QuickBooks, TaxDome, Karbon, and others. We wire the integration up during your done-for-you setup so leads, booked consults, and call summaries flow into your system automatically. You don't configure anything yourself.
Can it handle existing-client scheduling and questions?
Yes. Appointment scheduling, document drop-off, extension and deadline questions, and where to send forms are exactly the repeat calls CallNeo is built to handle, using the answers you provide during setup — so your preparers aren't interrupted mid-return for routine questions.
How much does an AI receptionist for an accounting firm cost?
CallNeo starts at $95/month for an accounting firm, including a set number of calls. Overage is billed per minute and works out to roughly $0.50 for a typical call — far below the $2.00/call Smith.ai bills on its Pro plan. Because accounting clients tend to stay for years, one new client usually covers CallNeo well beyond the year.
CallNeo for other trades
See CallNeo answer your calls
Book a 15-minute demo. We build and train it for you — you only go live once it's ready.