Every tax-season call booked while your team's heads-down on returns.
Your AI line screens new clients, books consults, triages bookkeeping vs. tax, and answers status questions 24/7. This is the accounting / CPA template: a full site with a working voice greeting, a chat exchange, a services grid, and pricing already written for the trade. Type your business name and the whole thing rebrands.
What a accounting / CPA site has to do
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.
The number behind it: 40%
of tax-season inquiry calls never get a callback in time That is the figure the whole preview is built around — a accounting / CPA operation does not lose customers to a competitor's marketing, it loses them to a phone that rang out while the work was being done.
How the agent opens the call
"Thanks for calling {co} — are you calling about personal taxes, business accounting, or something else?" In chat it runs the same way — a customer opens with "Need help with my small business taxes" and the agent moves to a booking rather than to a brochure.
What the preview proves
New-client intake
Consult booking
Service triage
Tax-season surge
Pricing shown on the template
Live on your phone line in 21 days · from $1,997/mo Pricing on a accounting / CPA site is not a detail — it is the single most-read block on the page, and leaving it off is why most trade sites convert badly.