AI Concierge — For Solo CPAs, small accounting firms, bookkeepers
AI Concierge for Accountants & CPAs — Tax Season Without the Phone Burnout
From January 15 to April 15, your phone never stops. An AI concierge answers every call — client questions, document requests, appointment booking — so you can actually do tax work instead of triage.
Tax season volume can be 5-10x normal call volume for an accounting practice. Hiring temp staff is expensive and unreliable; voicemail-only is a client-retention disaster. An AI Concierge scales infinitely: it can handle 1 call or 100 simultaneous calls with the same response quality.
The concierge knows your firm's process: which clients need what documents, who has filed what, when extensions were granted, the status of every return in your pipeline. It can answer 'where's my refund?' with a real check against your practice management system, schedule client meetings during tax-prep season, and route urgent issues (IRS notices, audit triggers, missed filing deadlines) to you immediately.
Off-season, it shifts modes: handles tax-planning inquiries, books quarterly review meetings, manages payroll-client questions, and screens the inevitable spam from 'IRS settlement' marketers.
Common pain points this solves
- •Tax season call volume overwhelms any reasonable staffing plan
- •Document collection requires endless back-and-forth phone tag
- •Routine status questions ('did you file my return yet?') drain billable time
- •Off-season scheduling for tax-planning meetings falls through the cracks
What you get
- ✓Infinite scaling during peak season — never a busy signal
- ✓Native integration with Drake, Lacerte, ProSeries, UltraTax, Canopy, TaxDome
- ✓Document checklist enforcement via call + SMS follow-up
- ✓Year-round meeting scheduling on your calendar
- ✓Spam + solicitation filtering
Frequently asked questions
Does it know my clients?+
When integrated with your practice management system (TaxDome, Canopy, Karbon, Jetpack Workflow), the concierge knows each client's filing status, document checklist, and outstanding items. It can answer specific questions for specific clients securely.
Can it handle IRS notice questions?+
It identifies IRS notice mentions as priority and routes you immediately with the notice number, year, and caller details. Never gives tax advice — that stays with you.
What about partner / multi-partner firms?+
Each partner gets their own routing rules. Client calls go to their assigned partner. Shared admin/billing calls route to the firm queue. Configurable per-partner availability.
Ready to try an AI Concierge?
We test and rank the AI concierge market continuously. These are the two products we recommend for this use case right now.