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Not just an AI receptionist. A full front office for your accounting firm.
Our AI answers every call, qualifies client inquiries, schedules appointments, and keeps your practice management system up to date. It's the front desk you don't have to put on payroll.
Human-Like
Natural sounding voices
<500ms
Ultra-low latency
50+
Easy integrations
Here's what it can do for you
Picks up every call in a second, talks like a real person, books jobs, and everything after. Without you or your team lifting a finger.
Answers calls 24/7
Handles tax season overflow and year-round inquiries so you never miss a potential client.
Schedules appointments on the spot
Checks your accountants' calendars, books the meeting, and sends confirmations while the caller's still on the line.
Keeps your practice management updated
Logs every call, inquiry, and booking into your system without your admin staff touching a keyboard.
Captures client details
Collects business type, revenue range, current accounting setup, and service needs for your team to review.
Handles service payments
Collects retainer or service payments over the phone, sends engagement letters, and syncs to your billing.
Answers common questions
Answers 'what are your fees?', 'do you handle payroll?', and 'when are taxes due?' using your firm's data.
Routes to the right accountant
Identifies service needs — tax prep, bookkeeping, audit, advisory — and routes to the right professional.
Follows up automatically
Sends deadline reminders, document requests, and tax filing notifications to keep clients on track.
Keeps every channel in one thread
Connects calls, texts, and emails to the same client record so any team member can help.
Here's what it's costing you if you don't hire our AI
Every missed call is a missed opportunity. An AI front office answers every call instantly and keeps your pipeline full.
of accounting firm calls go unanswered during busy tax season
of new clients choose the first firm that answers their call
average annual cost of a full-time receptionist
of potential revenue lost from missed client inquiries
You can implement our AI and stop the bleed in minutes.
Forward your calls to our AI, answer a few simple questions, and AI does the hard setup work. In a few minutes, every call is getting answered, booked, and logged - moving you closer to your revenue goals.
Connect Your Business
Forward your business line to ServiceAgent or integrate with your existing phone system. Setup takes under 5 minutes.
Train With Your Data
Upload your services, pricing, and protocols. The AI learns your business inside and out.
Go Live & Handle Calls
Your AI receptionist starts answering calls immediately — qualifying leads, booking appointments, and updating your systems.
The ultimate AI phone agent for every scenario
From simple calls, answering customer texts to complex service dispatch - our AI can handle it all.
Tax Season Overflow
Handle the flood of tax-related calls — filing deadlines, extension requests, payment questions — without dropping a single one.
Consultation Booking
Let prospects book tax planning, bookkeeping reviews, and advisory consultations through your AI.
After-Hours Support
Handle calls from panicked business owners during tax extensions and audit notices — your AI captures everything.
Document Collection
Capture W-2s, 1099s, and financial statements your accountants need before the first meeting.
Making voice AI simple and accessible
Trusted by service businesses across the country.
"ServiceAgent has completely transformed how we handle client calls. We went from missing 40% to capturing every single one."
Sarah Mitchell
Managing Partner
"During our busiest period, we handled 3x our normal call volume without hiring anyone. The AI just kept answering."
Mike Rodriguez
Office Manager
"The after-hours coverage alone has paid for itself. We're capturing leads at 2am that we used to lose to competitors."
James Thompson
Firm Owner
Ready to stop missing calls?
Join hundreds of service businesses using AI to capture every lead and delight every caller.