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AI receptionist for accounting firms
For CPA firms where March sounds like one long ringing phone.
It is the second week of March, three preparers are buried in returns, and the front desk is on another line. Tactly picks up the next caller and gets them sorted.
- TactlyHalvorsen and Pike CPAs, I'm the virtual assistant and this call may be recorded. How can I help today?
- CallerHi, I'm Darnell. I just opened a small bakery and I need someone to do my business taxes.
- TactlyCongratulations on the bakery, Darnell. We prepare small business returns and offer monthly bookkeeping. Would you like a first meeting with one of our CPAs?
- CallerYes, sometime next week if you can.
- Looking up open meeting times
- TactlyI have Tuesday at 10:00 or Thursday at 2:30. Which works better?
- CallerThursday.
- Booked: New client meeting, Thu 2:30 pm
Can an AI receptionist work for accounting firms?
Tactly is an AI receptionist for accounting and CPA firms. It answers in your firm's name, explains your services, fees you chose to share and document drop-off rules from your notes, and books client meetings into open times on your calendar. It never gives tax or accounting advice. During office hours it can transfer callers to a named number such as a partner's line, and every call is emailed to you with a summary and transcript.
The problem
Missed calls are missed work.
Accounting work arrives in waves. From February to the filing deadline the phone rarely stops, and every call is a client who wants to know where their return stands or a new prospect shopping for a preparer. A busy signal in March tells a prospect you are full, even when you are not.
The people who could answer are the same people doing the work. Every interruption pulls a preparer out of a return and costs time you bill for. Tactly takes the routine calls so the firm keeps its head down until the deadline passes.
Calls it handles
The calls accounting firms get every day.
New client inquiries
Tactly explains which services you offer, from bookkeeping to business returns, and books an intro meeting into a slot your calendar shows as free.
Where is my return?
It cannot see your files, so it takes the client's name and question and emails it to the preparer to follow up with an answer.
Dropping off documents
Office hours, portal instructions and what to bring all come from your notes. Callers hear the same answer every time.
Notices and letters
A client who got a letter from a tax agency is not given advice. Tactly records what the letter says and flags it for a partner.
Setup tips
What to put in your notes.
Tactly answers only from what you tell it. These are the lines that matter most for accounting firms.
- List each service you offer, the types of clients you take, and any you refer elsewhere, so Tactly can route prospects honestly.
- Write your document drop-off and client portal instructions in plain steps, including what to bring to a first meeting.
- Add a line telling Tactly to take a message, never answer, when a caller asks a tax question about their own situation.
Plans for accounting firms
Starter
$49/mo
For a solo owner who mostly needs the missed calls covered.
- 100 AI-answered minutes a month
- Then $0.35 a minute
- Every feature included
- Most popular
Pro
$99/mo
For a busy shop that wants nights, weekends and lunch rushes handled.
- 250 AI-answered minutes a month
- Then $0.29 a minute
- Every feature included
Growth
$199/mo
For a team that sends a large share of its calls to the receptionist.
- 600 AI-answered minutes a month
- Then $0.25 a minute
- Every feature included
Specialties
More specific pages for accounting firms.
FAQ
Questions, answered
Will Tactly answer tax questions for my clients?
No. It gives no tax or accounting advice. It shares facts from your notes, such as hours and services, and takes anything else as a message.
Can it handle the extra calls in tax season?
Yes. It answers each call as it arrives, so nobody waits on hold. You can choose the Growth plan for busy months and switch back after the deadline.
Can a client be put through to their partner?
During office hours Tactly can transfer to up to five named numbers, so a client can reach a specific partner's line.
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Stop sending callers to voicemail.
Set up your receptionist, make a free test call from your own phone, and switch it on when it sounds right.