For accounting & tax firms/GGS AI & Analytics

Tax season floods the phone. You're billing hours, not answering them.

Every February call you miss is a client who found another preparer, and every 'did you get my W-2?' call interrupts real work. The AI Front Desk answers, books, chases documents and keeps clients calm. From $750/mo flat.

✓ 30-day money-back✓ Month-to-month✓ Live in ~2 weeks

Book a free fit call See your math

The whole workflow

That was one call. Here is everything after.

Answering the phone is the front door. The system behind it runs the rest of the job, so nothing leaks between "hello" and "paid."

01 · AnswerSeason-proof answering

February call volume with June staffing: the agent absorbs the surge, answers status questions from your workflow notes, and never bills overtime.

02 · BookConsults, not phone tag

New clients, annual reviews and planning sessions land on the right partner's calendar with the situation summarized in advance.

03 · ChaseDocuments, hunted down

Missing W-2s, 1099s and receipts get chased by call and text until they land in your portal. The bottleneck in most returns isn't the preparer.

04 · ReviewReviews in refund season

The ask goes out when the refund lands or the filing confirms, the exact moment clients remember why they pay a professional.

05 · CollectInvoices, politely persistent

Engagement deposits and open invoices get steady reminders, so April's work doesn't become September's receivable.

06 · KnowMonday numbers

Calls by type, consults booked, returns blocked on documents, cash outstanding. Your season at a glance, every Monday.

In plain words

What lands in your hands.

Not software to learn. Things that show up: booked work, five-star reviews, and a Monday number that tells the truth. From $750/mo flat, and you own the system.

Tomorrowbooked for you

9:00New · booked by AINew-client consult

10:30Doc chase: 1099s x4

12:00Status calls, zero staff time

2:00Advisory session

4:00Extension follow-ups

A calendar that fills itself

Callers land on your schedule qualified, confirmed and reminded. No phone tag.

★★★★★ New review

“Called in February dreading hold music. Got a real answer about my return, a Friday e-sign date, and my CPA never got interrupted.”

Karen V. · client

Illustrative example · the ask sends automatically after the job closes

Reviews on autopilot

The ask goes out at the happiest moment, every time. Stars compound into rankings. Example shown.

Monday 7:00 AM · your week

Calls answered62

Consults booked8

Documents chased17

Returns unblocked9

Collected$11,400

A Monday report on the money

What happened, what's stuck, what got paid. Numbers shown are illustrative.

Moments you know

Where the money leaks.

Illustration: Accountants. Every call answered by the AI Front Desk. — February, survived.

The February phone wall

Peak season triples your calls exactly when every staff hour should be billable. The surge gets answered now, and prospective clients stop leaking to whoever picked up first.

The status-call tax

'Is my return done yet' calls are real client anxiety and pure interruption. Answered instantly from your workflow status, they cost your preparers zero minutes.

The missing-document stall

Half your WIP is waiting on one document a client forgot. Systematic chasing clears the queue and pulls filings forward, without a single awkward staff call.

The quiet-season pipeline

June inquiries are rare and precious: business owners with real problems. Each one now gets answered, qualified and booked, building the advisory book that smooths your year.

The honest table

Your four options.

What you get	GGS	Answering service	Hiring	Practice tools (Karbon, TaxDome etc.)
One flat monthly price	Yes. $750, no per-call meters	Metered minutes, overage fees	Salary + taxes + benefits	Per-user platform pricing
Answers 24/7, holidays too	Yes	Usually, on higher plans	One shift, then voicemail	Client portals, nobody answers phones
Books straight into your calendar	Yes	Message-taking on base plans	Yes	Booking links clients ignore
Chases quotes that went quiet	Yes, automatic day 2 / 5 / 9	No	When there is time	Automated emails, easily buried
Asks every happy customer for a review	Yes, automatic	No	Rarely	No
Nudges unpaid invoices	Yes, automatic	No	Awkward, so it slips	Invoice reminders, portal-bound
Tells you how the week went	Yes, Monday numbers	No	No	Practice dashboards, another login
You own the system	Yes, built on your accounts	No, you rent a seat	Knowledge walks out the door	Locked to the vendor

Competitor columns describe typical published plans in each category. Every business is different: bring your numbers to the fit call.

The offer

Built and run for you.

The Door · for Accountants

$750/mo flat

AI Front Desk + the workflow behind it.

24/7 answering, qualifying & booking
Quote chasing, review asks, invoice nudges
Your tone, your tools. You own it
Monitored & tuned every month

✓ 30-day money-back · month-to-month · no setup feeMoney-back capped at your first month's fee.

Book a free fit call

Book a 30-minute fit call and we'll map what answering 100% of your calls, and working every lead after, would mean for your business. You keep the plan either way.

Book a free fit call Send us a message

Want the analyst tier or a bigger build? See all pricing. Phoenix, AZ · serving the US.

Questions Accountants ask us

Fair questions.

Client confidentiality is non-negotiable. How is data handled?

The agent works from appointment and workflow-status data, never return contents. Everything lives in systems your firm controls, and we'll put the data-handling design in writing during the fit call.

Can it answer 'is my return done yet' without bothering my staff?

Yes, that's a favorite trick. It reads status from your workflow tool and gives clients a real answer with a real timeline, which kills the interruption and the anxiety in one move.

Does it work with TaxDome, Karbon or Canopy?

We build around your practice management stack so bookings, statuses and document requests flow through the system your firm already uses.

Will it give tax advice?

Never. Anything substantive books a consult or routes to the right preparer. It handles logistics, status, scheduling and documents, the 80% of calls that don't need a CPA.

Is it worth it outside tax season?

The off-season is when it chases documents for extensions, books advisory consults and nurtures the pipeline. Firms usually find the quiet months are where it quietly earns the most.

What does it cost during peak season?

The same $750/mo flat as August. Surge pricing is an answering-service concept, and one reason those bills sting in April.

How fast can we launch before season?

About two weeks: services, deadlines, portal links and escalation rules loaded, then tested with your office manager before it answers a single client.

Who owns it?

Your firm does, completely: the number, the automations, the interaction history. If we part ways, it all stays and keeps working.