AI Receptionist
Answer every client call during tax season — and the rest of the year — so no call reaches voicemail while your staff stays heads-down on files.
Before
February through April, half the calls hit voicemail; prospective clients call the next firm on the list.
After
Every call answered on the first ring, triaged, booked into the right calendar, and logged — with tax questions routed to an accountant, never answered by the AI.
What it handles
- Answer inbound calls 24/7 in English or French
- Triage new clients, document questions, and status checks
- Book intake and review meetings into Calendly
- Log every call with a summary in Karbon
When it hands off to a human
Any question about tax treatment, deductions, deadlines advice, or fees beyond the published range goes straight to the accountant — the AI books, routes, and takes messages; it never advises.
Works with your stack
Our live AI demo line is coming soon — join the list and we'll invite you to try it first.
/demo →Frequently asked questions
Can it answer tax questions?
No — by design. It handles scheduling, intake, and messages; anything substantive is routed to an accountant with full context.
Does it work in French and English?
Yes — it detects the caller's language and responds in Québec French or English.
What happens during the tax-season call spike?
It answers every line simultaneously — there's no queue and no voicemail, whether it's 10 calls a day or 100.
Does the caller know it's an AI?
Yes. It discloses that it's an AI assistant up front, per our compliance rules.
Can it book into my existing calendar?
Yes — it books into Calendly or your connected calendar in real time and logs the appointment in Karbon.
Last updated: July 2026