LIVE DEMO — CPA & ACCOUNTING FIRMS

Busy season, without the ringing that never stops.

From January to April the phone is a second job: “is my return done?”, “what do you still need?”, “can I get an extension?” The AI answers every call and chat from your approved answers, books the appointment, chases the missing documents — while your CPAs stay heads-down in returns.

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Free personal demo in your inbox in ~2 minutes · no sales call · built for YOUR firm

The April phone wave, absorbed: unlimited simultaneous calls, every one on your script.

One day with the AI

Three moments from a typical cpa firms front office — handled while your team does the human part.

8:55 AM · The status stampede

Nineteen “is my return ready?” calls before lunch. Each answered with the status process your firm approved, each caller told exactly what is still missing from their file — zero interruptions to the preparers.

1:30 PM · The document chase

A client’s 1099s never arrived. The AI calls with your script, explains exactly which documents are outstanding, sends the secure upload link and confirms receipt — politely, until the file is complete.

7:15 PM · The new business inquiry

A restaurant owner calls after close about switching accountants. The AI asks your intake questions, explains your published service tiers, and books the consultation with the right partner.

What it does for you

The phone tax, removed

Status calls, deadline questions, office hours, what-to-bring — answered instantly from your approved knowledge, identically every time.

Documents arrive on time

Missing-document follow-ups by phone and email on your schedule, secure upload links sent in-conversation, receipt confirmed.

No tax advice, ever

Technical tax questions route to your CPAs by YOUR rules — the AI says what your firm approved, verbatim, or takes a detailed message.

Watch a March morning, handled

The demo answers the status stampede, chases a missing 1099 and books a new business consult — configured for an accounting firm. Then your personal version arrives, built from your own website: your services, your deadlines, your intake process, in about two minutes.

Test it on your own busy-season questions
Every conversation transcribed and logged to the contact
Flat price — unlimited staff, unlimited calls, even in April

Asked in your callers’ own words

Real question types from this business — and what the AI does with each. Grounded in YOUR approved knowledge: no source, no claim.

“Can you just tell me if I owe money this year?”

Never speculates on a return: explains your review process, books the call with the preparer, and logs the question with the file.

“What does a business return cost?”

Quotes exactly what your firm publishes — fixed fees or starting ranges — and books the consultation for the precise number.

“I got a letter from the IRS — what do I do?”

Follows your approved intake: captures the notice details, calms the caller with your wording, and routes it to the right CPA as a priority.

Answering services relay messages. Client portals wait for logins that never come. The Zanus AI front office ANSWERS — phone and chat, in the client’s language, books into your real calendars, and never says a word beyond your approved knowledge.

Questions, answered

Does it give tax advice?

Never. It answers with what your firm approved — deadlines, processes, published fees — word for word, and routes every technical question to your CPAs. The claim guard blocks everything else.

What happens after April 15?

The same system works the rest of the year: extension follow-ups, quarterly reminders, bookkeeping-client questions and new-business intake — one flat price, no seasonal contracts.

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The Front Office answers. The Back Office executes.

This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your firm — documents, tasks, procedures, automations — is Back Office AI, specialized for Finance. Most companies run both: one AI answering, one AI executing.

Back Office for Finance →Explore Back Office AI