Answers calls and texts 24/7. Qualifies new clients, schedules consultations, answers common questions. Voice AI that sounds human—not a phone tree.
Accounting Assistant
While you were preparing returns, five new prospects scheduled consultations. No missed calls. No voicemail tag. Just appointments on your calendar.
March hits and your phone won't stop. While you're on one call, three more go to voicemail. Each missed call is a potential $2,000+ client walking to another firm.
"What documents do I need?" "When's the deadline?" "Do you handle payroll?" You answer the same questions 50 times a week instead of doing billable work.
A business owner searches for a CPA, finds your website, calls. No answer. They call the next firm. By the time you call back, they've already booked elsewhere.
Small business owners work nights and weekends. They research accountants at 10pm. Your office is closed. That lead is gone before Monday morning.
Text and voice—handles clients however they reach out
Not a phone tree. A voice that talks naturally, answers questions, qualifies prospects, and books consultations—all on the phone.
Learns your services from your website. Shares links to document checklists, pricing info, and service pages with prospects automatically.
Checks your actual calendar availability, offers times, confirms the appointment. Works nights and weekends when you can't.
Business type, revenue range, services needed, timeline. Every prospect is screened so you only spend time on qualified leads.
While you're finishing a client's return, the next prospect is already qualified and scheduled.
Every call answered. Every question handled. Every prospect scheduled. Even when you're buried in returns.
Business type, revenue range, services needed—all confirmed before you pick up the phone.
Bill more hours. We handle the rest.
Not a phone tree. Real conversations that qualify prospects and book consultations—all by voice.
Everything you need to handle accounting firm leads
Natural conversations via text, WhatsApp, web chat. Sounds like you, not a robot.
Automated consultation bookings straight to your calendar. No back-and-forth.
Business type, revenue, services needed. Know who's qualified before you call.
Answers calls, talks naturally, qualifies leads, books appointments—by voice.
SMS, WhatsApp, Instagram, web chat. One inbox for all conversations.
Understands tax documents and receipts clients send you.
Track lead sources, response times, and conversion rates.
Connect your CRM and calendar in 30 seconds
Per employee. One SalesPartner handles the work of multiple hires.
