Winner CES 2026 · ISE 2026 · TMCnet 2026

AI E-mail for Accounting & Tax Firms. The AI email responder for accounting firms' busiest inbox

AI E-mail is an AI email responder for accounting firms: Lisa reads each client e-mail, finds the contact, sorts it to the tax, bookkeeping or payroll desk and writes the answer from your approved wording, in the client's language. Each desk decides whether she sends alone or a person approves, so the tax desk can hold every reply for a preparer.

TRY AI E-MAIL FREENo credit card · Ready in 2 minutes

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

Zanus AI · AI E-mail · Who answers

AI email responder for accounting firms: the rule per desk, Lisa sends, Lisa drafts or a person writes, real Zanus AI screen

Who answers

The tax, bookkeeping and payroll desks each get their own rule here, from Lisa sending alone to a person writing every reply, with the response time beside it.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Answer hours and directions alone; anything about a notice waits for a CPA.”

Lisa“The front desk answers hours and directions by itself, and the tax desk waits for a person on every mail. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Accounting & Tax Firms use it

A client writes on a Sunday asking about Saturday drop-off hours; the front desk's reply goes out by itself within minutes.

A photo of a tax notice lands on the tax desk, where a person writes every reply, and waits in Needs you.

A partner writes in English to a client who wrote in Spanish and adds the Spanish translation beside her words.

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

What’s included

Your own sending domain, set up and warmed for you; replies land in Front Office, not in a personal inbox
Drafts and answers from your approved knowledge, in the customer's language; approve each one or let it send under rules you set
Take over any thread and send from your own address; connect your Google or Microsoft mailbox for personal mail
Every thread on the customer's record; a reply stops any running follow-up and alerts the owner
Templates written from your knowledge; deliverability report, bounces, complaints, engagement
Attachments, quotes and confirmations sent from the same place; nothing typed twice

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI E-mail does, for every business ›

Works withLisa, your AI assistant AI Follow-up AI Quoting AI Booking AI Tickets AI Returns & Warranty

The firm inbox

An AI email assistant for accountants, desk by desk

A desk per service

Tax, bookkeeping, payroll or the desks you name, each with its own address, color and count of open conversations.

The answer already written

For routine mail the reply waits in Ready to send; read it, change a word if you like, send it, and the next one opens.

Only what needs you

Needs you gathers the mails that need a decision from a person, across desks and mailboxes, each with Lisa's proposal beside it.

Bulk mail out of the way

Newsletters and notifications leave the desk, read once for a client writing from a mailing tool, who is pulled back to be answered.

Set-up

Automated email replies for accounting firms in 2 minutes

Your firm's addresses

Add the addresses clients write to, such as info@ and tax@, and the desk each one lands on; your existing mailbox stays as it is.

Your preparers' mailboxes

Each person connects or forwards their own mailbox; Lisa walks them through the steps one at a time and runs the test.

Who sends

Tell Lisa which desks she answers alone and which wait for a person; each change is shown before and after it is applied.

A week of client mail

Try it free for 7 days with no credit card, then read every answer Lisa prepared, sent or held for the firm.

Questions & answers

AI E-mail for Accounting & Tax Firms: questions & answers

Can an AI answer client e-mails for an accounting firm?

Yes, desk by desk. Lisa reads every client mail, attaches it to the contact and writes the answer from your approved wording. You decide whether each desk sends alone, waits for a person's click, or leaves the writing to a person entirely.

Will the AI reply to a tax notice on its own?

Not if you set the tax desk to a person. Then every mail about a notice waits for a preparer, with Lisa's one-line summary of what the client wants and the history that matters. An unreadable attachment always goes to a person.

Can each preparer bring their own mailbox?

Yes. Each person connects their mailbox whole or forwards a copy, and Lisa reads only the folders you allow. A firm mail that lands in a personal inbox can be poured into the right desk, or never, for a private address.

What happens when a client mail sits unanswered?

After the desk's response time, four hours by default, counted in working hours or around the clock, the mail shows as overdue, and Unassigned lists what nobody has taken. With this email triage for tax season, nothing slips quietly to the bottom of the pile in the deadline week.

Will the AI change a client's address because an e-mail asks?

No. A change of address or a cancellation is never done by the AI: the thread goes to Needs human with a copy to your escalation inbox, for a person at the firm to decide.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Accounting & Tax Firms ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.