Your AI line screens new clients, books consults, triages bookkeeping vs. tax, and answers status questions 24/7. This is the delivery page for accounting and CPA Firms: what the agent handles, how it opens a call, what the build covers, and what it costs on the published lanes.
What the agent handles for accounting and CPA Firms
New-client intake — Individual vs. business, entity type, and need captured to a structured form.
Consult scheduling — Qualified prospects booked into the right CPA's calendar.
Service triage — Bookkeeping, tax prep, and advisory routed to the right team.
Tax-season surge — When January–April volume spikes, every call is still answered.
What it opens with on the phone
"Thanks for calling Ledger & Co. CPAs — are you calling about personal taxes, business accounting, or something else?" That first line is a question rather than a greeting, because the fastest way to route a call correctly is to ask what it is about before anything else happens.
What this page does not claim
We publish a full research playbook — ten mapped use cases, the tool stack with real costs, and an industry statistic with a public source against each one — for fifteen verticals so far. Accounting and CPA Firms are not one of them yet, so this page carries no cited-statistics section. The build, the pricing and the demo are the same as every other lane; the research write-up is the part that is not written yet, and we would rather say so than fill the slot with numbers nobody sourced.
What the build covers
Discovery with whoever runs the front desk, a knowledge base built from your own documents and call history, the persona and scripts, an eval pass before go-live, and the wiring into the CRM, calendar and dispatch tools you already run. Live on your real number in 21 business days, or the build fee is refunded.
What it costs
The published lanes, unchanged for this vertical: $0.39 per minute pay-as-you-go with nothing upfront on Founders, $4,950 to build plus $1,997 a month with 5,000 minutes included on Operators, and $9,950 plus $4,997 a month with 25,000 minutes on Scale. Month to month, 30-day money-back on the build fee, and your number ports out if you leave.