Offering inquiry
„Hello, I'm looking for an accounting firm for my new company.”
Agent: Hello, I'd be happy to introduce our offer. Can I book you a consultation with our advisor?
Your team gets: Meeting with advisor booked.
IndustriesAccounting firms
Callivera · An industry-ready agent for your business
AI receptionist for accounting firms
Collect new-client inquiries and document-delivery questions without turning reception into tax advice.
Where customers slip away today
Accounting firms: what happens to your calls
Tax deadline paralysis
Accountants who should be working on returns must answer phone calls, significantly delaying service timeliness.
Document circulation chaos
Clients calling to ask if documents have arrived waste specialists' precious time.
Difficulty with fast consultation booking
Potential clients calling accounting firms want an answer 'right now', and failing to pick up the phone discourages them from choosing the service.
A defined solution, not an empty builder
An industry agent. A concrete scope.
Start with an industry workflow: questions, intake details, and clear boundaries. Tailor knowledge, hours, and human handoff to your business.
You approve the scope. The agent does not invent prices, availability, or outcomes.
Accounting firms / Incoming calls
What reaches your team?
Callback details, the reason for calling, and a next step for your team.
Ask whether the caller needs ongoing bookkeeping, payroll administration or an initial consultation. Collect the general business structure and preferred contact time. Pricing depends on a reviewed scope, transaction volume and the firm’s published terms; never turn a generic fee into a binding quote.
AI Receptionist · €149/month
300 included minutes · €0.39 per extra minute.
What to prepare first
- Approved services and business answers
- Required inquiry details
- A person responsible for exceptions
This selection compares the offer; it does not save or activate an agent. AI Receptionist: €149/month, 300 minutes. Outbound and chat: scope and pricing confirmed separately.
6 calls the AI agent takes over from day one
Document status
„I wanted to ask if you received the March invoice?”
Agent: Checking... yes, the invoice is in the system, everything is in order.
Your team gets: Client reassured, accountant not interrupted.
Tax deadlines
„By when do I need to provide documents for April?”
Agent: Please send documents by the 5th day of the month.
Your team gets: Clients send documents faster.
Tax payment inquiry
„What is the account number for paying taxes?”
Agent: You can find all payment details in our client portal. I'm sending you the link via SMS.
Your team gets: Client has details, line is free.
Canceling meeting
„I need to reschedule our meeting for tomorrow.”
Agent: I understand, I'm canceling tomorrow's meeting. When would it suit you to meet again?
Your team gets: Slot freed.
New client referral
„I got your contact from a friend.”
Agent: That's lovely! I'd be happy to book you for an initial meeting, when suits you?
Your team gets: New client acquired.
I want this agent Free consultation · reply within 1 business day
Know what you are buying
A ready-made starting point. A controlled deployment.
01
Industry workflow
Choose the agent’s job. Define intake fields, questions, urgent situations, and the person who handles exceptions.
02
Business knowledge
Your services, service area, hours, contact rules, and approved answers. Missing information goes to your team.
03
Test before launch
Review mistakes, opt-outs, unavailable slots, and human handoff. Activate services only after verifying connections.
No invented resultsPeople for important exceptionsChannel scope agreed before launch
What can an AI receptionist handle?
An accounting receptionist should distinguish a prospective client from an existing client asking about a filing or document. AI can collect the business type, requested administrative service and callback details. It should not calculate a caller’s tax liability, confirm a filing, disclose financial records or infer a deadline from an incomplete description.
01
New business inquiries
Ask whether the caller needs ongoing bookkeeping, payroll administration or an initial consultation. Collect the general business structure and preferred contact time. Pricing depends on a reviewed scope, transaction volume and the firm’s published terms; never turn a generic fee into a binding quote.
02
Document delivery
Give approved portal or office-delivery instructions, not a personal inbox guessed from an employee’s name. Do not ask callers to dictate bank account details, tax identifiers or payroll records. Staff should verify identity before discussing which documents an existing client has submitted.
03
Deadline callbacks
Record the matter and the deadline stated by the caller as unverified information. Route time-sensitive requests to the responsible professional. A voicemail-like intake cannot confirm an extension, an accepted return or completion of payroll.
Is an AI agent right for your business (Accounting firms)?
A good fit if
- During filing season the phone never stops
- Clients ask about document delivery, deadlines and new services
- You want to separate new inquiries from existing client matters
- You have an approved service scope and handoff rules
Probably not yet if
- You expect individual tax advice over the phone
- You want to confirm filings without identity verification
- You plan to collect client financial data in transcripts
- No team takes over requests during filing peaks
A sample conversation
Illustrative script, not a real call.
Caller
I started a business and need bookkeeping.
AI receptionist
Are you looking for ongoing bookkeeping or an initial consultation?
Caller
An initial consultation.
AI receptionist
I can pass that to the client team. What is the best callback number and time?
Boundaries and human handoff
- No individualized tax or financial advice.
- No filing-completion or refund promises.
- Do not collect financial credentials in transcripts.
Before going live
Approve business knowledge, data handling and routing rules. Test phone, calendar and staff handoff with fictional data. Saving a draft agent does not activate live calls.
Questions before implementation
Common concerns — and honest answers
Will the agent answer tax questions?
The agent is programmed not to answer tax interpretation questions. That's always done by an accountant.
Won't the client feel dismissed?
Quite the opposite. The client feels the office is organized and respects their time because they always get an answer instead of a busy signal.
How secure is the data?
We take data security seriously. Information is processed in line with applicable data protection regulations, and the scope of data handled is agreed with your firm beforehand.
Isn't this too complicated for my firm?
The process is very simple. We gather key questions and data, configure the agent, and it starts working. No complex IT.
How we check the agent before launch
- 01
Approved knowledge
The agent answers only from the offer, prices and rules you approve.
- 02
Test calls
We check common and difficult questions with fictional data before anyone calls.
- 03
Human handoff
We test when the agent stops and who receives the case.
- 04
Launch after approval
The number and calls go live only after you agree.
Free implementation consultation
Send an inquiry — we'll prepare an agent for your business.
No setup on your side. We'll get in touch, review your phone workflow, prepare the agent on approved knowledge and launch only after you approve.
- Reply within 1 business day
- A short call about your phone workflow
- No commitment; launch after approved tests
AI Receptionist from €149/month · 300 min included
Accounting firms: a complete guide to AI phone agents
An AI reception service for an accounting firm answers calls from clients asking about filing deadlines, books consultations, and handles organizational questions while accountants finish month-end closing. The agent never gives tax advice over the phone – that always stays with an accountant. The AI receptionist works 24/7, especially relieving pressure during the tax filing peak season.
What calls the AI receptionist handles at an accounting firm
Clients of accounting firms most often call to book a meeting about starting a new engagement, ask about document status, filing deadlines, or schedule a consultation with an accountant. The AI receptionist answers these calls, checks available slots, collects contact details and a general topic, then books the meeting and confirms it by email. This way the voice AI assistant takes over routine phone handling, especially during busy periods such as annual filings.
Why the agent does not give tax advice
The automated assistant for an accounting firm never answers questions requiring interpretation of tax regulations, calculations, or an assessment of a client's specific situation. If a caller asks about a particular filing or tax relief, the agent explains that only the handling accountant can answer and offers to schedule a call or consultation. This protects the firm from the risk of incorrect tax information being given without reviewing the client's documents.
Handling the peak of annual tax season
During annual tax return season, the phone at an accounting firm rings especially often, frequently outside the standard hours of accountants buried in paperwork. The AI reception service keeps taking calls in the evening and on weekends, logging client questions and callback requests that reach the team the next business day. This way the firm doesn't lose touch with clients during the busiest period of the year.
We'll prepare this agent for your business.
Send an inquiryWhat the agent collects and what reaches the accountant
The voice AI assistant gathers the caller's name or company name, contact details, a general topic such as a new engagement, document question, or payment deadline, and a preferred time for follow-up. All substantive details – amounts, regulatory interpretations, accounting documents – go exclusively to the handling accountant and are never commented on by the agent. This keeps first contact fast while the real discussion happens with a specialist.
Deploying the AI receptionist at your firm
Deployment starts when you submit an inquiry through the contact form. Our team gets in touch, learns about your service scope, consultation booking rules, and common client questions, then builds the agent on the knowledge you approve. The agent is tested on realistic call scenarios and launched after your sign-off. The AI Receptionist plan costs 149 EUR per month for 300 minutes of calls, with extra minutes at 0.39 EUR. Outbound calls, such as deadline reminders, and chat are quoted separately.
A 30-day pilot plan for your accounting firm
In week one, we configure the agent using the firm's service scope, consultation booking rules, and common client questions, then test it against scenarios such as starting a new engagement, document status inquiries, or payment deadline questions. In week two, the agent starts taking a share of real calls alongside your front desk, while you review the logged inquiries and topics it captures. In week three, we refine the agent based on your feedback, for example sharpening how it asks about a client's business structure. By week four, the agent runs independently, particularly useful during filing season, and the firm can assess whether the volume of calls handled and the quality of captured information meet expectations before deciding on ongoing use.
Frequently asked questions
No. Such questions are always routed to the handling accountant – the agent only books a call or consultation.
Yes, the AI reception service runs 24/7, and after-hours inquiries reach the firm the next business day.
The AI Receptionist plan is 149 EUR per month including 300 minutes of calls; each extra minute costs 0.39 EUR.
It starts with an inquiry form – we get in touch, build the agent on your materials, test it, and launch after your approval.
Yes, during the first weeks the agent handles a share of calls alongside your front desk, so you can review the logged inquiries before full deployment.
Managing tax deadlines
Tax reporting season is a time when every accounting firm works at full throttle. An AI receptionist can take on the burden of communication, reminding clients about document submission deadlines or answering routine questions about tax payment dates. This allows accountants to fully focus on substantive work instead of spending time calling hundreds of clients with reminders, which helps improve declaration filing timeliness.
Automating document collection
One of the biggest problems for accounting firms is delayed document submission by clients. An AI receptionist can automatically call or send notifications to clients whose documents have not yet arrived, significantly speeding up the month-end closing process. This simple tool turns the burdensome task of reminding into an automated process, allowing for smoother office work and eliminating unnecessary calls asking 'did the documents arrive'.
Onboarding new clients
First impressions are crucial for an accounting firm's success. An AI receptionist can act as a professional first point of contact for new clients, gathering basic information about their business, type of accounting, or expected number of invoices. This makes the advisor meeting substantive from the start, with the accountant having ready data. This reduces the time to acquire a client and builds an image of the firm as modern and well-organized.
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What is an unanswered call worth?
Use your assumptions, not someone else’s promises. Compare potential customer contribution with the offered plan cost.
An estimate, not a forecast or ROI guarantee. Contribution is revenue minus the cost of serving that customer. Setup, other services and taxes are not included.
Your estimate appears when all four values are entered.
€149/month · 300 minutes included · €0.39 / extra minute
Continue reading
Set up team access for your AI receptionist workspace
Invite colleagues, choose member or admin access and remove access without shared passwords.
AI receptionist launch checklist: a controlled first rollout
A practical launch sequence covering business knowledge, access, call routing, action verification and fallback.
AI receptionist for accounting firms: operational planning
Review required information, staff ownership and automation boundaries before making a decision.
Read the detailed planning notes
Administrative labels reduce misrouting
Payroll, bookkeeping and tax consultations may have different owners. Collect only the broad category at reception and let the professional determine the specific advice needed. A caller’s tax estimate is not a fact to repeat back as the firm’s conclusion.
Protect delivery instructions
Maintain an approved portal destination and process for access problems. Test requests to change bank details, obtain payroll records and redirect documents to a new address. Reception must not become a shortcut around client verification.
Filing-season measurement
Count complete callbacks and their staff resolution separately from filed returns. Review whether time-sensitive requests reached the right owner and whether the caller heard a realistic next step. Do not equate call volume with completed accounting work.