The 3:30 p.m. April 14th call. Sell every accountant the answer, under your name.
April 14th, every preparer is mid-return, and the owner with a shoebox of receipts calls the next firm. Your voice AI agent answers under your name and books the consultation.
2 open slots: Wed 8:15 AM, Wed 12:30 PM
to (509) 555-0158
A day on Hollis & Park’s line.
Every call an accounting or tax firm can’t afford to miss, answered under your name.
- 10:10AM
“Did you get my documents?”
The same question all day, and each answer pulls a preparer off a return.
Your agentTexts the upload link. It can’t see the client portal, so “did you get it?” becomes a message; the message-taken alert reaches staff at once.
Bring it upWhen they mention busy-season phones, or a preparer who stopped picking up.
- 1:45PM
“What do I owe you?”
Billing questions land on whoever is nearest the phone; the answer is in QuickBooks.
Your agentWith QuickBooks Online connected, it shares a balance or open invoice only once the caller verifies. Read-only, with privacy mode automatic on that call.
Bring it upWhen the owner says billing calls eat the office manager’s day.
- 3:30PMSee this call ↓
The 3:30 p.m. April 14th call.
Every preparer is mid-return; the shoebox-of-receipts owner calls the next firm.
Your agentRuns the firm’s New Client Consultation scenario: books an open slot from its Cal.com calendar while the caller holds and texts the document-checklist link.
Bring it upWhen the owner says “we stop taking new clients in March.”
Three calls Hollis & Park would have lost, answered under your name. On its March minutes, a day on its line is about 38 minutes: $17.10 at $0.45 a minute, on top of $99 a month.
What callers hear.
A self-employed photographer calls Hollis & Park CPAs on April 14. The firm’s phones and agent come from Quarrystone IT, an IT company that runs its customers’ phones on NetSapiens.
- 3:30 PM
Ottilie answers under Hollis & Park’s number.
The firm’s busy and no-answer rules point the call at Ottilie’s extension, 40000.
- 3:31 PM
It reads the calendar while the caller holds.
The New Client Consultation scenario checks Hollis & Park’s Cal.com calendar and offers the two open slots.
- 3:32 PM
Booked, texted, filed.
8:15 tomorrow with Marcus Webb; the checklist link texted; recording and summary in the inbox before the appointment.
Ottilie’s call for Hollis & Park CPAs, as Quarrystone IT’s customer sees it in the inbox: the recording, the transcript with the tools it ran, and its summary. A caller reached Hollis & Park CPAs and Ottilie moved to the New Client Consultation scenario. Ottilie checked availability, booked an appointment (Wed 8:15 AM with Marcus Webb) and texted the caller.
Open the firm’s domain in your portal: the activation screen shows thirty days of its missed calls beside a trial at your price. In March, that’s the rush itself.
What you could charge.
The recommended price is $99 a month plus $0.35 to $0.55 a minute; you set your own. Here is what Hollis & Park would pay, with its March minutes.
The recommended price
$99 a month, plus $0.35 to $0.55 a minute.
You set your own.
Each firm pays you $630 a month ($99 + 1,180 min × $0.45)
At the recommended price, that is $5,120 to $7,480 a month.
Sell it your way: per minute, with minutes included, or flat. The price your customers see is yours.
Integrations that matter for accounting and tax.
What the agent connects to today. More on the way.
Cal.com
Bookings on the firm’s calendar during the call: New Client Consultation, 30 minutes, or Document Drop-Off, 15 minutes.
QuickBooks Online
Read-only billing lookups. Caller ID finds the account, read back masked; verified callers hear their balance. Privacy mode is automatic.
The firm connects its own QuickBooks Online account with its Intuit sign-in.
Your NetSapiens PBX
Deployed in three clicks on its own extension. Transfers to a preparer by name or the Front Desk queue.
We set up the warm-transfer trunk. Dial-by-name needs Announce in Audio Directory on.
Texting, through your Bandwidth account
Checklist and upload links by text from the firm’s own number; message-taken alerts to staff by email or text.
Your own Bandwidth messaging account, with a number per firm.
Questions providers ask about accounting and tax firms.
Short, true answers. The agent answers most of them itself on a call.
No: client-portal software isn’t connected today. It texts the upload link and takes a message with the caller’s name, number and what was sent; the message-taken alert reaches staff at once. Any MCP server can be attached.
Only what QuickBooks Online says, and only to a verified caller: an invoice number or postal code that QuickBooks confirms. It’s read-only. Privacy mode withholds that call’s transcript and summary. Specific compliance requirements? Bring them to the demo.
Only what the firm puts in its knowledge base: hours, the returns it prepares, what to bring, a starting fee if listed. A question about someone’s return goes to a preparer by name, as a transfer or a message.
Yes. It speaks 25+ languages, Spanish included, and answers in the language the caller uses. Nothing to set up.
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