New client enquiries, tax appointments, bookkeeping services, and existing client matters — handled 24/7 so your accountants can focus on the work that bills.
Tax season
Drives 3–4x normal call volume — when most firms are least able to answer the phone
68%
Of new accounting clients choose the first firm that responds to their initial enquiry
24/7
Lead capture — including evenings when business owners research their accounting needs
Accounting and CPA firms face acute seasonal demand spikes — primarily around tax deadlines — when call volume can triple overnight and every missed call is a potential client filing with a competitor. At the same time, existing clients with deadline-driven questions expect fast, professional responses. The phone is a constant source of distraction during the most critical and busy periods of the year.
Join Intake is an AI voice receptionist that handles every inbound call for your accounting or CPA firm 24/7. New client enquiries are captured with service needed, business type, and contact details. Tax appointment requests are logged with the caller's tax situation and preferred times. Existing client calls are routed with the client name and reason for call already captured so the right CPA picks up informed.
Whether you're a solo practitioner, a small CPA firm, or a multi-service accounting practice, Join Intake means the phone is always answered professionally — especially during tax season when it matters most.
January through April, your team is heads-down on returns. The phone rings constantly and no one has time to answer it properly. New leads are lost at your busiest time.
A business owner or individual caller enquiring about switching accountants forms their opinion of your firm in the first 30 seconds of contact.
A client asking about a document they need before a filing deadline cannot wait for a callback three days later. Slow response creates anxiety and erodes trust.
Every time your admin team answers a routine call during processing season, billable workflow is interrupted. The cost compounds over weeks.
Service type (personal tax, business tax, bookkeeping, payroll), business entity type, prior accountant situation, and contact details — captured before your CPA returns the call.
Appointment requests captured with the caller's tax situation, preferred time, and any documents they have ready — so your scheduling team can confirm the right appointment length.
Client name, reason for call, and urgency level captured before the call reaches your team — so the right CPA picks up already knowing what the conversation is about.
Calls flagged as urgent by deadline language trigger email alerts to the appropriate CPA so time-sensitive issues are addressed the same day.
Yes. The AI detects whether the caller is an individual or business and captures appropriate intake for each.
The AI identifies deadline language and flags these calls as urgent, triggering email alerts so your team can respond same-day.
Yes. Configure departments to match your service lines — bookkeeping, payroll, tax preparation, or any combination.
Common, factual deadline questions can be answered from your knowledge base. Specific tax advice is appropriately deferred to the CPA callback.
Tell us about your business. We'll configure the Accounting & CPA Firms template and show you a live demo of how it would answer your calls.