Accounting Firm Template

AI Receptionist for
Accounting Firms

Tax season hits and your phone doesn't stop ringing. Your CPAs are buried in returns. Clients need answers about extensions, documents, and deadlines. An AI receptionist handles the surge so your team can focus on the work.

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The Problem

Why Accounting Firms Lose Clients Every Tax Season

Your CPAs are deep in returns. Meanwhile, the phone rings off the hook and prospective clients get voicemail.

Tax Season Call Surge

January through April, call volume triples. Your staff can't keep up — clients on hold, prospective clients going to voicemail, and leads slipping away.

Document Follow-Up

Chasing clients for W-2s, 1099s, and missing documents is a full-time job. Every follow-up call takes your staff away from higher-value work.

Missed Consultation Leads

Prospective clients call during busy season and get voicemail. They move on to the next firm — and you never know what you missed.

Setup in Minutes

Go Live in 3 Steps

No code required. No IT department. No long onboarding calls.

1

Choose the Accounting Template

Pre-configured with Tax Services, Bookkeeping, and Consultations departments — ready for a CPA firm or solo practitioner.

2

Customize Your Setup

Enter your firm name, hours, the types of returns you handle, and your consultation availability. Connect Google Calendar for real-time scheduling.

3

Forward Your Phone & Go Live

Forward unanswered calls to your EWT number (or use it as your main line). Your AI receptionist handles the surge while your CPAs handle the returns.

What's Included

Built for Accounting Firms

Every feature in the accounting template is tailored to how CPA firms and tax practices actually work.

Tax Season Call Handling

Scales to unlimited concurrent calls during peak season — no hold times, no missed calls, even when call volume triples in January.

Document Collection

Discusses which documents are needed, collects the client's preferred delivery method, and notifies your team — cutting the document chase in half.

Consultation Scheduling

Collects return type, fiscal year, current CPA status, and preferred meeting time — so your CPA walks into every consultation fully briefed.

Deadline Awareness

Understands April 15, the October 15 extension deadline, and quarterly estimate dates — so it can have informed conversations about client timing concerns.

After-Hours Coverage

Captures leads and client questions outside business hours — so anxious clients calling at 9pm about their extension get an answer, not voicemail.

SMS Notifications

Appointment confirmations and deadline reminders sent to clients and staff via SMS — keeping everyone on the same page during tax season.

Template Preview

What Your AI Receptionist Looks Like

Three departments, one agent. Here's what the accounting firm template includes out of the box.

Accounting Firm Receptionist — Template
Professional tone
Tax Services
Filing questions, extensions, deadline info
Bookkeeping
Monthly bookkeeping, document collection
Consultations
New client intake, consultation scheduling
Sample greeting: "Thank you for calling [Your Firm Name]. This is our AI receptionist. How can I help you today?"

Start Answering Every Call Today

Free plan available. No per-minute fees. No long-term contracts. Use the accounting template and be live before tax season starts.

Try Free — Accounting Template View Pricing Plans
FAQ

Common Questions

Can it handle tax season call volume?
Yes. Paid plans support unlimited concurrent calls — so even during the January through April surge, every caller gets answered immediately with no hold times.
Does the AI know about tax deadlines?
Yes. The AI understands April 15, the October 15 extension deadline, and quarterly estimated tax dates — so it can have informed conversations with clients calling about deadlines.
Can it remind clients about missing documents?
Yes. The AI can discuss which documents are commonly needed (W-2s, 1099s, K-1s, etc.), collect how the client plans to deliver them, and notify your team — reducing the back-and-forth chase.
Does it schedule consultations?
Yes. The AI collects return type (individual, business, trust), business structure, current CPA status, and preferred meeting time — so your team has full context before the consultation.
How much does EWT Voice Agent cost for an accounting firm?
EWT Voice Agent offers a free plan with no per-minute fees. Paid plans start at $49/month and go up to $399/month with included minutes bundles. There are no setup fees and no long-term contracts.