What it handles for accountants and bookkeepers
Books consultations
New business owners get a meeting on the right accountant’s calendar.
Takes clear messages
Existing clients leave a message with their name, company, and question, sent by text and email.
Answers firm questions
Services, monthly plans, office hours, and the documents to have ready.
Keeps finances off the phone
It never gives tax or financial advice and never asks for account numbers.
Our pick for accountants and bookkeepers
Small Talk, $99 a month
Answers every call, 24/7.
Most calls are messages for an accountant, and Small Talk captures every one at the lowest price. Includes 200 minutes of Talk Time a month.
Questions from accountants and bookkeepers
Will it answer tax questions?
No. It takes the question and sends it to your team. Advice always comes from you.
Will it ask for bank or Social Security numbers?
Never for bank numbers, and for a Social Security number only if you add that question to your call intake. Otherwise it takes names, numbers, and a short summary, and sensitive details stay with your team.
Can messages go to different staff?
Yes. Tell it who handles payroll, bookkeeping, or tax, and each message goes to the right person.
Want the long version? Read why an AI receptionist pays off for accountants: the calls you get, the math, and how to set it up.
Ways it answers for accountants and bookkeepers
Free tools for accountants and bookkeepers
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