AI Receptionist for Accounting & Tax Firms

Tax season floods your phones. Your AI receptionist handles new client intake, books appointments, and manages document requests so your team stays focused.

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Call (888) 323-9414, hear it in action

70%
of new client calls come during tax season
$2,500
average annual client value from missed inquiries
5x
call volume from January through April
📝

New Client Intake

AI captures business type, service needs, filing status, and contact details. Every prospect gets a professional first impression.

📅

Appointment Scheduling

Book consultations, tax prep sessions, and review meetings. Keep your calendar full without interrupting billable work.

📁

Document Request Handling

Guide callers on what documents to bring, how to upload securely, and what deadlines to meet. Reduce prep-meeting back and forth.

📞

Tax Season Overflow

Handle the surge of calls from January to April without hiring temps. AI answers every call with patience and accuracy.

Simple, Transparent Pricing

$150/mo

Unlimited calls. No per-minute fees. No contracts.

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Enterprise-grade encryption 99.9% uptime SLA SOC 2 compliant 🇺🇸 US-based servers

Stop Losing Clients to Voicemail

Join accounting firms already onboarding more clients with Desklings.

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