Every missed call is a lost client. Every delayed response costs revenue. Frontdesk AI answers calls 24/7, schedules consultations, handles tax deadline inquiries, and books new clients—all while your team focuses on billable hours.
For Accounting Firms
Incoming Call...
New Client
"Hi, I need help with my business tax return. Can I schedule a consultation?"
AI Receptionist
"Of course! I have availability with our CPA tomorrow at 10 AM or Thursday at 2 PM. Which works better for you?"
✓ Consultation Booked • Tomorrow 10 AM
You're losing high-value clients every day you miss calls. Prospects call during tax season, no-shows waste your consultation time, and your team can't keep up with scheduling.
A business owner needs urgent tax help and calls at 7 PM, getting voicemail. By the time you return the call tomorrow, they've already hired a competitor who answered immediately.
While you're in a client meeting, three more calls come in. Tax questions, bookkeeping inquiries, consultation requests—you can't be everywhere at once. Prospects get frustrated waiting, and you lose engagements.
You block out an hour, prepare their financial overview, and wait. They don't show. You send one follow-up email that gets ignored. That's it—they're gone. No second chance, no recovery, just wasted billable time.
One AI workforce that handles every touchpoint—from first inquiry to signed engagement letter
Prospects visit your firm's website at any hour. Frontdesk Chat answers instantly, qualifies leads, explains your services, and books consultations—all without human intervention.
Every call is answered instantly—tax questions, appointment requests, document inquiries. The AI understands context, schedules consultations, manages follow-ups, and escalates to CPAs only when needed.
When consultations are missed, Frontdesk Outbound automatically calls to reschedule. The AI references the original inquiry conversation, knows their service needs, and books a new appointment—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, document request—automatically creates and updates profiles in your CRM. No manual data entry. No missed information. One complete view of every prospective and current client.
Orchestrate the entire client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, reminders, and nurturing sequences based on behavior and engagement.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, reminders, follow-ups, and nurturing sequences—all orchestrated by Marketing Automation.
Smart client intake forms that pre-fill from CRM data and guide clients through completion. When forms are submitted, they automatically trigger outbound automation sequences for document collection and onboarding workflows.
Live Demo
No sales pitch. Just our AI answering your call, answering questions, and trying to book you.
Get a complete AI team for your accounting firm. Each agent handles different tasks—answering calls, booking consultations, handling client requests. They work together 24/7 to convert more leads into paying clients.
Answers every call instantly—no voicemail, no missed opportunities. Handles tax consultation inquiries, books CPA appointments, and creates client support requests automatically.
Qualifies accounting leads, explains service packages and pricing, answers questions about tax preparation and bookkeeping services instantly. Books CPA consultations and captures contact info—all through your website chat, 24/7.
Sends personalized consultation confirmations, tax deadline reminders, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep prospects engaged and convert them into clients.
Pre-fills client intake forms from CRM data. Guides new clients through business entity information and financial document collection. Triggers automation workflows when submitted.
Automatically reaches out to prospects at the right time. Makes outbound calls to consultation no-shows, sends personalized SMS follow-ups, and emails nurturing sequences. Coordinates all outbound channels to recover lost leads and keep prospects engaged until they become clients.
Handles two-way SMS conversations with accounting prospects and current clients. Sends consultation confirmations, tax deadline reminders, and answers questions about services and pricing via text—98% open rate.
Lets website visitors speak directly to your website about accounting services. Click, talk, get answers about pricing, service packages, and tax preparation—no typing required. Perfect for mobile users seeking CPA services.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed prospect and client data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by client type, service need, and lead status.
Clients don't submit tickets—they just call or text. Your AI recognizes support requests (missing documents, billing questions, service changes, etc.), creates tickets, triages by urgency, and notifies the right team member automatically.
Watches every conversation and alerts you when it matters. If a prospect was frustrated, if a document was missing, if a consultation was booked—you know instantly.
Follow one client from phone call to signed engagement—see how every system works together
Alex calls at 2 AM about her tax emergency. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, small business tax prep, LLC status, March 15th deadline. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Saturday at 11 AM, and books it. Instant confirmation—no waiting.
The moment the consultation is booked, the system springs into action. Confirmation emails, reminder texts, follow-ups, and intake forms—all happening automatically.
Alex's phone buzzes. It's a confirmation email from you—sent automatically by the AI Email Agent (coming soon). She reads it, feels reassured, and goes back to browsing. Meanwhile, a reminder email is already scheduled for Friday. No one had to remember to send it.
Saturday morning, Alex is at the grocery store. She completely forgot about the consultation. You're at your desk, see the missed appointment in your CRM, and mark it as "No-Show." That's it. One click. The system takes over from here—you don't have to think about what to do next.
The moment you mark Alex as a no-show, the system springs into action. It remembers everything: the 2 AM phone call, her small business tax needs, her March 15th deadline. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.
Alex's phone rings. It's the third call from your AI. She's finally free—just finished her shift at work. She answers. The AI remembers their entire conversation from last week. "Hi Alex, I noticed we missed you on Saturday. Would you like to reschedule?" Alex says yes, picks a new time, and hangs up. The calendar updates automatically. No one had to do anything.
Alex shows up for the rescheduled consultation. She's impressed with your expertise. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: post-consultation follow-up emails get queued, the engagement agreement is ready to send, and onboarding workflows begin. All happening automatically—you're just providing the expertise.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's a client intake form from Frontdesk Forms—already filled with her name, email, and the service she needs. The AI guides her through business information and document upload right on her phone. When she submits it, you're immediately notified. The onboarding process begins automatically—all without you lifting a finger.
Alex's at work, thinking about the engagement. She has a question about the fee structure. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and intake form, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With her questions answered, Alex signs the engagement agreement. The system automatically sends welcome emails, onboarding instructions, and document request lists. Alex is officially your client.
Alex is preparing her documents. She has questions: "How do I upload my W-2s?" "What format should receipts be in?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
Alex found some additional receipts. It's 8:30 PM on a Sunday. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands her question, logs it in your system, and provides guidance. Alex doesn't have to wait for business hours or submit tickets. She just describes her question, and it's handled.
Your client's tax return is ready for review. Alex gets notified automatically—email, text, or both, your choice. The system sends status updates, deadline reminders, tax law updates, and filing confirmations. Clients stay informed without you sending individual messages. Everything happens automatically.
A year later, Alex books again. She had a great experience—questions were answered instantly, processes were smooth, and she felt supported. The same AI that helped her find your firm kept her happy as a client. That's the full journey: prospect to client to retention.
Everything you need to know about using Frontdesk for your accounting firm
Yes. The AI answers calls 24/7, qualifies new client inquiries, schedules consultations, and handles urgent tax questions—all while your team is off the clock. No more missed opportunities during tax season.
The AI creates document request tickets automatically, collects all details (client name, document type, deadline), and routes them to your accounting team. Urgent requests like tax filing deadlines can be escalated immediately.
Yes. The system automatically sends confirmation emails and reminder texts before consultations. When no-shows happen, it immediately calls to reschedule—recovering up to 40% of missed appointments.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books consultations instantly—no back-and-forth emails needed.
After consultations, prospects automatically receive an engagement letter and intake form that's pre-filled with their info from the CRM. The AI guides them through service selection and document requirements. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including QuickBooks, Xero, CCH Axcess, Thomson Reuters, and others. All data syncs automatically—prospects, consultations, engagement letters, and client requests.
Absolutely. The AI knows all your service offerings, partner availability, pricing structures, and specializations. It can route calls based on service type, handle firm-wide inquiries, and manage multiple partners simultaneously.
The AI handles urgent deadline calls 24/7, verifies client identity, and can coordinate with your tax preparation team or partners. For true emergencies like IRS notices, it immediately escalates to your senior staff.
Pricing is based on your firm size and call volume. Most accounting firms see ROI within the first month from reduced no-shows and increased client conversions. Contact us for a custom quote.
Stop missing client calls during tax season. Start booking consultations 24/7.
Capture calls and appointments 24/7, even outside of business hours. Setup in minutes, keep your existing number.
Your AI Receptionist will understand everything about your business and services. This means that it can answer complex questions from callers easily.
Your AI phone receptionist can intelligently text the caller custom links during the conversation. For example, if the caller asks to schedule an appointment, the receptionist can text them your Calendly link.
The simplest solution on the market. Create, purchase, and publish your AI Receptionist in just five minutes. You can even update your receptionist's knowledge base or greeting phrase anytime
View call transcripts, text history, and voicemails directly from your admin dashboard. Export phone numbers of callers for targeted promo.
Answers calls 24/7 with a human-like voice.
Reaches out via SMS and replies to incoming text messages.
Choose your size, color, and voice. Then, embed your receptionist in your website.
Supercharge your existing booking system with our AI virtual receptionist. No limits.
"Since launching (Frontdesk) full time, we’ve fielded over 400 calls, qualified 80 leads, and helped us close over $800,000 in new home sales within just six weeks."
"In the first five days using AI (Frontdesk) outbound program, Acura of Auburn generated $30,000 in new revenue; a record month for the dealership."
"We get about 400 calls a week, and before (Frontdesk) the phones rang all day long. Around 80% of callers hit zero, so someone was always stuck directing calls. Now only about 20% reach our operator. The phones are quiet, the team can focus, and both offices are much calmer."
"(Frontdesk) ended up transforming our entire office. We went from a 20-kid waitlist to zero, we capture 100% of our referral opportunities, and we’re saving hours every single day."
"(Frontdesk) has taken a huge weight off our practice. We no longer miss calls, and I don’t have to spend time managing an answering service. The AI handles everything reliably, and I can update it in real time. it’s like having a full-time receptionist without the time burden."