AI Receptionist for Accounting & Tax Firms
Never Miss a Client Call During Tax Season
Hailey answers every call to your accounting firm 24/7 - booking new client consultations, routing existing client questions, and handling peak-season overflow so your CPAs focus on returns, not the phones.
Got Questions?
Everything you need to know about Hailey for Accounting & Tax Firms.
Yes. Hailey scales to handle any volume - whether it's 5 calls per day or 500 during peak filing weeks. Every caller is answered in under 1 second with no hold time, and new client inquiries are captured before the competition.
Hailey is configured with your specific service offerings - individual tax, business returns, bookkeeping, estate planning, and more. She asks the right qualifying questions and captures structured intake data that's complete and ready for your team's review.
Hailey handles intake questions and routing professionally - she does not provide tax advice or discuss specific financial details. For anything requiring CPA expertise, she routes to the appropriate professional with a documented call summary.
Hailey integrates with CPA practice management platforms to log prospects, update client records, and create new contact entries automatically. Your team's CRM is always current with no manual data entry.
Elevate Your Accounting & Tax Firms Business Today
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