Accounting Answering Service
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Alice is a 24/7 accounting answering service powered by AI. Tax season means your phone rings off the hook while you're buried in returns, so Alice handles the surge, schedules appointments, and captures new client inquiries 24/7—so you can focus on the numbers.
Why accounting firms lose
clients during tax season.
When you're deep in returns and the phone won't stop ringing, something has to give. But that new client inquiry going to voicemail means revenue walking to your competitor.
Buried in Returns
Can't answer during crunch time
- Deadline pressure
- Complex returns need focus
- Every interruption costs time
Overwhelmed Staff
Everyone's at capacity
- No one to answer phones
- Admin tasks pile up
- Client calls go to voicemail
After-Hours Inquiries
New clients call evenings
- Last-minute filers
- Extension questions
- Voicemail = lost client
Alice handles the tax season surge
She answers every call, qualifies new client inquiries, schedules appointments, and takes messages—24/7, so you can focus on returns instead of ringing phones.
What Alice does for your firm.
Handles Call Surges
Scales instantly for tax season—10x your normal volume, no problem.
Qualifies New Clients
Asks about tax complexity, business vs personal, and specific needs.
Schedules Appointments
Books tax prep, quarterly reviews, and planning sessions to your calendar.
Knows Accounting
Understands tax prep, bookkeeping, payroll, and advisory services.
Captures Client Details
Collects business type, complexity level, and deadline urgency.
Instant Notifications
Get text and email summaries after every call.
Focus on returns, not ringing phones.
Every interruption during tax season costs you time and focus. Alice handles the phones so your team can stay in the zone and meet deadlines.
- Scales instantly for tax season volume
- Qualifies new client inquiries
- Schedules appointments to your calendar
- Sends instant summaries via text & email
Why accountants need 24/7 answering.
Tax deadlines create urgency. Clients and prospects call when they're thinking about taxes—often after hours.
Every Client Counts
A new tax client can be worth $500-5,000+ annually. Every missed call is recurring revenue lost.
Deadline Urgency
As April 15 approaches, calls spike. Be available when panicked filers need help.
Year-Round Growth
Tax season brings new clients. Capture them now and keep them for bookkeeping and advisory.
Three steps tonever miss a tax season lead.
Train Alice on your firm
Share your services, ideal clients, and busy season rules so Alice understands how your practice runs.
Set call handling rules
Decide how you want new clients, existing clients, and urgent tax questions handled during and after hours.
Forward your main line
Point your firm’s number to Alice so she can answer 24/7, qualify leads, and book appointments into your calendar.
Grow your client base
Alice captures every lead during tax season and sends you organized summaries so you can focus on billable work.
Hear Alice handle a new tax client call
Listen to a sample call where Alice qualifies a new tax client, gathers filing details, and books a consultation.
Complete CalendarIntegration.
Alice handles the messy parts of scheduling. She recognizes returning customers, recalls their history, and manages every booking on your preferred platform.
Connect your preferred platform
Instant Recognition
Identifies returning callers and pulls up their previous appointment history and preferences.
Full Lifecycle Management
Handles bookings, rescheduling, and cancellations—all in natural conversation.
Automatic SMS Confirmations
Sends text confirmations to customers after every booking, reschedule, or cancellation.
Alice is Booking Appointments
Recent Activity
“Alice knew exactly what service I needed.”
“Alice handled the change seamlessly.”
“Booked for Thursday at 2 PM.”
What accountants are saying.
"Last tax season, Alice handled 200+ calls in March alone. We added 35 new clients without missing a single inquiry."
"I'm a solo practitioner. Alice lets me focus on returns during crunch time instead of constantly answering the phone."
"The ROI is insane. $49/month and we captured $40K in new client revenue during tax season."
Frequently asked questions.
Can Alice handle tax season call volume?
Absolutely. Alice scales instantly to handle 10x your normal call volume during tax season. She answers every call, captures client details, and schedules appointments—so you can focus on returns instead of phones.
How does Alice handle new client inquiries?
Alice asks qualifying questions—business or personal taxes, complexity level, timeline, and specific needs. She captures the information you need to quote and schedules consultations with qualified prospects.
Can Alice schedule appointments?
Yes! Alice integrates with your calendar to book tax prep appointments, quarterly reviews, and planning sessions. She checks availability and sends confirmation details to clients.
What about existing client calls?
Alice can identify existing clients, take messages about document questions or status updates, and route urgent matters appropriately. She logs everything for your team to follow up.
Does Alice understand accounting services?
Alice learns your specific offerings—tax preparation, bookkeeping, payroll, advisory services, and more. She asks relevant questions based on what the caller needs.
Can Alice handle document and deadline questions?
Alice can share general information about required documents, filing deadlines, and your intake process. For specific tax questions, she schedules a call with your team.
Start small, scale as you grow
Start with a free trial. Upgrade only when AliceCalls is clearly driving value for your team.
Professional
Perfect for small businesses and solo owners.
What's included
- Unlimited minutes
- 24/7 availability
- Message taking
- Custom questions
- Custom qualifying questions
- Recognizes repeat callers
- Bilingual agent
- Customer sentiment analysis
- SMS + email notifications
- SMS call summaries
- Spam filter
- AI image analysis (Beta)
- Unlimited team members
- Dedicated phone number
- Call recordings & transcripts
Scale
For growing businesses that need Alice to take action.
Everything in Professional, plus:
- Superior noise reduction
- Advanced call summaries
- Call transfers
- Custom transfer scenarios
- Automatic appointment booking
- Automatic rescheduling & canceling
- Google Calendar integration
- Calendly integration
- Acuity Scheduling integration
- Customer SMS reminders
- Text-a-link scenarios
Growth
For complex businesses requiring advanced training.
Everything in Scale, plus:
- Smart Upselling
- Housecall Pro integration
- Jobber integration
- 2,000 Premium Minutes (Sub-1s Latency)$0.25 / additional premium minute
- Priority support
- Dedicated account manager
Everything you need. Standard.
Every AliceCalls plan includes our full suite of core technologies—no hidden fees or upsells.
Intelligence
- Alice AI trained on your business
- AI image analysis for visual context
- Custom greeting & FAQ answers
- Recognizes repeat callers
- Customer sentiment analysis
- Bilingual agent
Coverage
- Unlimited minutes included
- 24/7 availability, multiple calls at once
- Dedicated business phone number
- Spam filter
- Message taking
Platform
- Call summaries, transcripts & recordings
- Email and text notifications
- Unlimited team members
- Enterprise-grade security
Ready to survive
tax season?
Join hundreds of accounting firms using Alice to handle call surges and capture new clients.