For Accounting & Bookkeeping

An AI receptionist for accountants, for when tax season floods the phone

It's March and the phone hasn't stopped. You're heads-down in a client's return with a deadline on it, and every ring is either an existing client with a question or a new one shopping for someone to do their taxes. You can't break focus to answer all of them, and the new client who reaches voicemail simply calls the next accountant in the listings. The surge that should be your best season turns into missed work.

See pricing Hear Diane first

$0 founder setup, then from $199/month CAD. Month-to-month. Live in 48 hours.

Accounting and bookkeeping practices live with a brutal seasonal curve. For most of the year the phone is manageable, and then tax season arrives and the call volume spikes past what any one person can answer while also doing the actual work. New-client enquiries land alongside existing clients chasing documents and deadlines, and a missed call during the surge is a new engagement that went to a competitor — or an existing client left feeling dropped at the worst possible time. You can't clone yourself for ten weeks a year.

Diane answers your practice's line through the surge and the quiet stretches alike. She handles the new-client enquiry — what they need, their situation, the rough scope — books the consultation into your calendar, and routes existing-client calls the way you choose so the questions you must handle reach you and the rest are captured and texted over. You keep your focus on the returns in front of you while the phone stays professionally answered behind you.

Tax season floods the phone exactly when you can least afford to answer it. Diane catches every call so the surge becomes booked work.

The offer

$0 setup and a 7-day free trial, no credit card, then from$199/month in Canadian dollars. Live and answering in 48 hours, built in Sherwood Park, Alberta. Month-to-month, no contract, cancel any time in one click, and you keep every call recording.

Looking for an answering service, a virtual receptionist, or an AI receptionist for your accounting practice? That is Diane. She is configured to your business, answers 24/7, books the work, and texts you what needs you, for a flat $199/month.

Accounting & Bookkeeping questions

Can Diane book a consultation with a new client?

Yes. She captures what the caller needs — personal taxes, small-business books, a specific filing — and their rough situation, then books the consult into your calendar. You meet the new client already knowing why they called.

How does she handle the tax-season call volume?

That surge is the gap she fills. When the phone spikes for ten weeks, she answers every call, books the new-client consults, and routes existing-client questions the way you set up, so you stay on the returns instead of choosing between the work and the phone.

What does it cost?

$0 setup, 7-day free trial, then from $199/mo CAD, month-to-month, no contract, cancel any time in one click. A few new engagements she books during the season more than cover the year.