AI Auto-Call for Accounting & Tax Firms. Document reminders and year-end calls placed for you.
AI Auto-Call phones clients for the calls your front desk never has time for in March: documents due Friday, the signing tomorrow, the year-end review to schedule, the hang-up from this morning. Calling-hours and consent rules decide when it dials; an unanswered call is retried, then followed by an e-mail, and the result is logged on the client record.
TRY AI AUTO-CALL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Call clients with missing documents on Mondays, 10 to 6, never on Sundays.”
Lisa“Done: missing-document calls go out Mondays between 10 AM and 6 PM, with a retry Wednesday and an e-mail if nobody answers.”
Any setting, in any module · applied only on your yes
How Accounting & Tax Firms use it
Clients whose documents are still missing on Monday hear that they are due Friday and that the upload link is in their e-mail.
Business clients get a call in November to set the year-end review, choosing between two times the partner left open.
Every client with an April signing gets a confirmation call the day before; anyone who cannot make it is offered another slot.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Outbound calls by the AI: appointment reminders, notices, confirmations, callbacks
- Consent and calling-hours rules; retries and an e-mail fallback when nobody answers
- Every outcome recorded on the register and on the customer's record; a person alerted when needed
Add it to AI Phone or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Auto-Call does, for every business ›
Works withAI PhoneAI BookingAI QuotingAI Tickets
Questions & answers
AI Auto-Call for Accounting & Tax Firms: questions & answers
Can an AI call tax clients to remind them about missing documents?
Yes. AI Auto-Call phones each client still missing documents, inside the calling hours and consent rules you set, tries again if nobody picks up and then e-mails. It names the deadline your firm set and points to the upload link, nothing more.
Will the AI discuss the client's return on a reminder call?
No. A reminder call states the appointment or the deadline and offers to book or take a message. If the client asks about their return, a person is alerted and the question is recorded for the preparer.
Can the AI call back clients who hung up during busy season?
Yes. A hang-up can be called back within your calling hours, with your greeting and the reason for the call if it is known. The outcome is recorded on the client's record so the front desk sees it the same day.
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Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Accounting & Tax Firms ›
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Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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