AI phone agent for accounting firm calls

On every call, clients can request consultations, ask questions, and complete other actions your website supports.

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Why accounting firms choose Accessta

Always-on phone coverage

Keep client calls answered after hours without adding staff.

Website-powered actions

Accessta completes actions your site supports, like consultation requests or document uploads.

Faster client responses

Answer common questions quickly so clients get help right away.

No training or scripts

Get started fast without building call flows or writing scripts.

Scales with call volume

Handle multiple callers at once during tax season and busy periods.

Keep your existing number

Use your current line or add a dedicated number from Accessta.

What the AI phone agent can help with

Answer service and deadline questions

Provide quick answers about services, deadlines, and availability.

Handle consultation requests

Capture appointment requests and route details to the right workflow.

Support multiple callers

Handle concurrent calls so clients are not left on hold.

Set up your accounting firm AI phone agent

Ready in minutes, running 24/7

1

Connect your phone line

Create an account and connect your firm number or use a dedicated line from Accessta.

2

Auto-setup from your website

Paste your website URL and Accessta auto-configures actions based on what your site supports. No scripts or training required.

3

Go live in minutes

Turn on call forwarding and your AI receptionist starts answering calls immediately.

4

Always-on coverage

Accessta answers calls and completes requests around the clock without extra staff.

Frequently Asked Questions

What can Accessta handle for accounting firms?

Accessta can answer common questions, route calls, and complete actions your website supports such as consultation requests or document submissions.

Do we need to change our phone number?

No. You can keep your existing number or use a dedicated line from Accessta.

How fast can we go live?

Connect your phone line, paste your website URL, and start taking calls in minutes.

Can we update services and office hours?

Yes. You can update firm details and preferred responses any time.

Does it work during tax season?

Yes. Accessta handles multiple concurrent calls, making it ideal for high-volume periods like tax season.

What if I need capabilities beyond what my website currently supports?

Accessta can be customized to add additional functionality for your business. Contact us to discuss your specific needs.

How much does Accessta cost?

Pricing starts at 50¢ per minute with volume discounts available. You pay only for usage with no long-term contracts or licensing fees.

Can I try Accessta before committing?

Yes. You can book a demo to see Accessta in action, or call our live demo line to experience it yourself.

Explore related industries

Keep accounting calls answered 24/7

Accessta handles inbound calls so your team can focus on clients.

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