Tax Season Calls.
Handled Automatically.
AI answering service for accountants and CPAs. Captures client inquiries, schedules appointments, takes messages, 24/7. Never miss a call during busy season again.
Listen to a sample call
You're in Back-to-Back Meetings. The Phone Won't Stop.
call volume increase during tax season
of callers won't leave voicemail
revenue from missed calls
Every missed call during tax season is a potential client going to another CPA. AI ensures every call is answered, even when you're buried in returns.
Built for Accountants
Appointment Scheduling
Books client consultations directly to your calendar. No double-bookings, even during tax rush.
Client Intake
Captures new client information: business type, tax situation, documents needed. Ready for your first meeting.
FAQ Handling
Answers common questions: office hours, document requirements, filing deadlines. Frees your time for billable work.
Urgent Flagging
IRS notices, audit calls, deadline emergencies get flagged immediately. You know what needs attention now.
When Accountants Use This
Tax Season Overflow
January-April call volume triples. AI handles the surge.
Client Meetings
In consultation? AI takes the message.
After Hours
Clients call at 8pm about deadlines. AI captures it.
Solo Practice
You're the CPA and the receptionist. Not anymore.
One New Client Pays for a Year
No contracts. Cancel anytime.
Starter
- 200 minutes included
- 1 local phone number
- 24/7 AI call answering
- Google Calendar scheduling
- SMS & email notifications
- Call recordings & transcripts
Add-Ons
- Additional location/team +$15/mo
- Additional phone number +$5/mo
- Jobber/ServiceTitan sync +$20/mo
Integrates With
All calls include AI disclosure and recording notification as required by law. SMS notifications require recipient opt-in.
Common Questions
Can it handle tax-related questions?
It handles common questions (deadlines, documents needed, office hours) and captures detailed info for anything requiring professional advice.
What about confidentiality?
All calls are encrypted. Transcripts are stored securely. No client data is used for AI training.
Does it integrate with accounting software?
Integrates with Google Calendar, and we're adding QuickBooks and Xero integrations.
What about seasonal scaling?
Same $49/mo whether you get 10 calls or 100. AI scales automatically with your volume.
Never Miss a Client Call Again
Set up in 5 minutes. Start with a 7-day free trial.
Questions? Email us at hello@niceagents.com