Can the AI answer specific tax questions?

The AI handles general tax questions like BAS deadlines, document requirements, deduction categories, and super thresholds. It doesn't provide specific tax advice but collects all the details so you can provide accurate advice during the appointment.

Does it work with Xero or MYOB?

Yes, we integrate with Xero Practice Manager, MYOB, Karbon, and other practice management tools via Zapier. New client details and appointments sync automatically.

How does it handle existing client calls?

The AI can be configured to ask for the client's name or ID, check if they're an existing client, and route their call accordingly — whether that's a direct transfer, a message to their accountant, or a callback booking.

What happens during peak tax season?

The AI handles unlimited concurrent calls with consistent quality. While your team is focused on lodgements, every call still gets answered professionally and triaged appropriately.

Can it send document checklists to clients?

Absolutely. After booking an appointment, the AI sends an SMS with a tailored document checklist based on the client's situation, reducing back-and-forth and improving appointment efficiency.

📊 Accountants & Tax Agents

AI Receptionist for Accountants & Tax Agents

Tax season doesn't have to mean phone chaos. Your AI receptionist handles the call flood, answers BAS and deadline questions, and books tax appointments — so you can focus on lodgements instead of playing receptionist.

Survive Tax Season Stress-Free View Pricing

The Problem

Sound Familiar?

Tax Season Phone Overload

From July to October, your phone doesn't stop ringing. Clients calling about BAS deadlines, tax return status, and document requirements. Every unanswered call is a frustrated client who might look elsewhere.

Repetitive Questions Eating Your Day

You answer the same questions about BAS due dates, what receipts to keep, and how to claim deductions dozens of times a day. It's necessary but it's killing your productivity when you need it most.

Can't Justify a Full-Time Receptionist

You need phone coverage year-round but especially during peak season. A full-time receptionist costs $55K+ per year, and a temp during tax time is unreliable and needs constant training.

After-Hours Client Anxiety

Clients panic about tax deadlines and want answers at 9pm on a Sunday. When they can't reach you, they send emails that pile up and create even more work on Monday morning.

The Solution

How Your AI Receptionist Helps

Answers Calls During BAS & Tax Season

Handles the surge in calls during peak periods without missing a single one. Callers get instant, professional service even when your entire team is heads-down lodging returns.

Handles Common Tax Questions

Trained on common accounting FAQs including BAS deadlines, document checklists, deduction categories, and super contribution limits. Gives accurate, helpful answers without tying up your team.

Books Tax Appointments

Integrates with your calendar to book tax return preparation appointments, BAS review meetings, and general consultations at times that suit your workflow.

Triages Enquiries by Urgency

Distinguishes between a new client enquiry, a simple question, an existing client follow-up, and an urgent ATO matter — routing each appropriately so nothing falls through the cracks.

Takes Detailed Messages

When a call requires your personal attention, the AI captures comprehensive details including the client's name, issue, urgency, and preferred callback time, then sends it to you instantly.

Sends Appointment Reminders

Automatically sends SMS reminders before booked appointments, reducing no-shows and ensuring clients bring the right documents to their meetings.

Sample Conversation

Hello, thanks for calling [Your Practice]. I'm the virtual assistant. How can I help you today?

Hi, I need to book in to get my tax return done. I've got all my stuff together and just want to get it sorted.

Great to hear you're organised! Are you an existing client with us, or would this be your first visit?

First time. A mate recommended you.

Welcome! Just to make sure we allocate the right amount of time — is this a straightforward PAYG return, or do you have investment properties, a business, or capital gains to discuss?

Just a standard one — full-time job and some work-from-home deductions.

Perfect, a standard individual return. I can book you in for a 30-minute appointment. I have availability this Wednesday at 11am or Friday at 3pm — which suits you better?

Friday at 3pm would be great.

Booked! You'll get a confirmation SMS shortly with a checklist of documents to bring along. Is there anything else I can help with?

Results

Real Results for Accountants & Tax Agents

200+Calls handled during peak season

40%Reduction in admin time

ZeroMissed calls during tax season

$55KSaved vs full-time receptionist

★★★★★

“Tax time was chaos — phones ringing non-stop while we're trying to lodge returns. Now the AI handles over 200 calls during peak season, answers the common BAS and deadline questions, and books tax appointments without us lifting a finger. We've cut admin time by 40% and saved roughly $55K that would have gone to a full-time receptionist.”

David T.

Accountant, Brisbane

Integrations

Works With Your Tools

Xero Practice ManagerMYOBGoogle CalendarOutlookZapierKarbon

Recommended Plan

Best Plan for Accountants & Tax Agents

Growth Plan

$497/mo

ROI Example

Missed calls recovered:60/mo

Avg deal value:$1,200

Conversion rate:0.35%

Revenue recovered:$25,200

AI cost:$497

Net gain:$24,703

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FAQ

Questions from Accountants & Tax Agents

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