Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Call Desk for Accounting & Tax Firms. Your busy-season callback list, worked from the browser.

AI Call Desk gives your front desk and seasonal staff a work queue and a phone in the browser that calls from the firm's number. The queue says who to call and why, from the conversation that created it: the unsigned engagement letter, the signing to confirm, the hang-up from 8:05. While the call runs, its transcript is written onto the client record.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Call Desk · The work queue on the operators' desk

AI Call Desk — The work queue on the operators' desk, real Zanus AI screen

You talk. Lisa sets it up.

You“Put every unconfirmed April signing in the front-desk queue each morning at 8.”

Lisa“Done: unconfirmed April signings now land in the front-desk queue every morning at 8, each with the client's last conversation attached.”

Any setting, in any module · applied only on your yes

How Accounting & Tax Firms use it

A seasonal hire opens the queue at 9 and calls the twelve clients whose signings were not confirmed, one click each.

After a call, the receptionist dictates two lines and the next step, a Thursday drop-off, is proposed and scheduled.

A preparer working from home calls a client from the firm's number in her browser, so her mobile stays private.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Work queue: who to call, why, from which conversation, prepared by Front Office
Phone in the browser, calling from your company number
The call transcribed into the customer's story as it happens
Two dictated lines after the call → the next step proposed and scheduled
AI Assist on calls available on top: live suggestions from your knowledge while your person talks

Add it to AI Phone or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Call Desk does, for every business ›

Works withAI Phone AI CRM AI Assist on calls AI Quoting AI Booking AI Follow-up

Questions & answers

AI Call Desk for Accounting & Tax Firms: questions & answers

Can seasonal front-desk staff call from the firm's number without a desk phone?

Yes. AI Call Desk puts a phone in the browser that calls from your company number, so a seasonal hire or a remote preparer needs only a computer. Each call is transcribed into the client's story.

How does the call queue know which clients to call?

Front Office prepares it from the conversations: the unsigned letter, the unconfirmed signing, the client who asked for a callback. Each entry shows why the call is due and links to the conversation behind it.

Can the AI suggest answers to our staff during calls?

Yes, with AI Assist on calls added on top. It shows suggestions from your approved knowledge on the screen while your person talks, and it never speaks to the client.

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