For Accountants & CPA Firms

Tax season shouldn't cost you new clients.

In busy season your team is heads-down on returns while the phone keeps ringing: prospects asking about services, existing clients asking about deadlines. A missed call from a prospect often becomes a competing firm's new client. Sales Lead Loop texts back missed calls and, with the Voice Loop, answers 24/7 and captures the caller's name, number and what they need, so you can call back the right people first.

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Why accountants & cpa firms miss calls

From January through April the phones don't stop, and the work in front of you is deadline-driven and detail-heavy, so answering every call isn't realistic. Outside tax season, many calls arrive after hours, when business owners finally think about their books or open a notice.

How it works for accountants & cpa firms

1. A missed call gets a text

The caller receives an instant text from your business number. Example message:

Hi, it's Clearwater Tax & Accounting. Sorry we missed your call, we're with clients. Are you looking for tax prep, bookkeeping, or help with something else? Reply here and we'll get back to you today.

2. Or the voice assistant answers

With the Voice Loop, we set it up to ask the questions that matter for a accounting firm, such as:

Are you a current client, or looking for a new accountant?
What do you need: tax preparation, bookkeeping, payroll, business formation, or something else?
Is this for an individual or a business?
Is there a deadline, or did you receive a notice from the IRS or your state?
What is the best number to reach you?

3. You get the summary

The caller's name, number and a short summary reach you by text and email. Example:

New caller owns a small landscaping business and wants bookkeeping and quarterly tax help. Mentions a state notice received last week. Callback number provided. Prefers mornings.

Examples are illustrative. Your messages and questions are written for your business.

Simple, month-to-month pricing

Plans start at $49 a month with no long-term contracts, and we handle the setup for you. Compare the Text Loop, Voice Loop and Complete Loop on the pricing page.

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Questions from accountants & cpa firms

Should callers give the assistant a Social Security number or financial details?

No. We recommend setting the assistant to collect only name, number and the type of help needed, and to tell callers that sensitive documents and numbers go through your secure client portal. Review your own confidentiality obligations when choosing what to collect.

Can it help during tax-season rushes?

It answers several calls at once and sends each caller's details to you by text and email, so a busy afternoon doesn't become a wall of voicemails. You choose who to call back first.

Can it answer client questions about their returns?

No. It has no access to client files. It takes a message and the caller's details so your team can respond.

More answers about phone numbers, billing and setup are in the full FAQ.

Hear it for yourself

Try the live voice demo in your browser. It saves nothing, so you can test it freely.

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