Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Phone for Accounting & Tax Firms. The accounting firm answering service that books appointments

AI Phone is an accounting firm answering service that picks up on the first ring, all year and through the spring and fall deadlines. It answers from the information your firm approved, books drop-offs and signings in the right preparer's calendar, takes messages with the callback number read back, and hands every question about a return to a person.

TRY AI PHONE FREENo credit card · Ready in 2 minutes

Ready to buy? See plans & pricing ›

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

Or call +1 (954) 736-3939 and hear it answer.

Zanus AI · AI Phone · Messages

Messages

What each caller dictated is written out for the person it is for, with Call back, Heard and Done beside it.

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

You“Tax desk: AI first, transfers to the preparer; bookkeeping: your people first.”

Lisa“The tax desk is now AI first and transfers each caller to the preparer on the file; bookkeeping keeps your people first. Apply?”

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

How Accounting & Tax Firms use it

On a February Saturday a new client asks what to bring; the AI reads your checklist and books a Tuesday drop-off.

A caller asks whether his home office is deductible; the AI says a preparer answers that and takes his callback number.

In the last week before the deadline, every call the desk cannot take is answered, and each message lands with the right preparer.

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

What’s included

Keep your number: forward your existing line to your Front Office line and the AI answers immediately, no porting needed. Port the number in when you decide; we handle it with the carrier
A local number in your area, or your own number ported in
Answers on the first ring, 24/7, 365; your business hours only decide when people are reachable
Human-like voice: you choose the voice and the persona per function, greeting, sales, support, booking, callbacks
Receptionist style, no phone menu: the caller just talks in any of 40 languages; the AI detects the language on the first sentence and switches the whole call
Departments you define, sales, support, booking, billing, technical…, each with its own policy: AI first, operator first, or AI only; each with its own AI specialist when no human is free
Directory of your operators with per-day working hours, languages, the nicknames callers use, vacations and temp-worker expiry
Transfers announce the caller and the reason; your person accepts before the call is connected; the call is pulled back before a mobile voicemail can swallow it
Language routing: a Spanish-speaking caller reaches your Spanish-speaking operator first
Hold music with spoken updates; when a person is unavailable the AI says the honest line you wrote for that time of day
Takes messages with the callback number read back and confirmed, delivered to that person's own inbox
Books appointments live from your calendar during the call; captures the e-mail letter by letter; saves the lead
Every fact from your approved knowledge, prices only from your catalog; with no source it says so and offers a person
Robocalls and telemarketers get one polite goodbye and stay away from your team
Off hours your way: full AI service, take-a-message only, or voicemail; holidays and special closures with the message you write
Every call transcribed into the customer's record with a summary; call log with transcripts, exportable; the morning briefing reads it for you

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

Everything AI Phone does, for every business ›

Works withAI Booking AI Calls Teleprompter AI Calls Transcripts AI Quoting AI Tickets AI Returns & Warranty AI CRM Lisa, your AI assistant

Busy season

A tax preparer answering service for every peak of the year

First ring, no menu

Callers say what they need in their own words; there is no hold queue and nobody is asked to choose from a list of options.

After hours, your way

Outside office hours, choose full AI service, messages only or voicemail; on a holiday or a snow day, callers hear the message you wrote for that day.

Messages that reach a preparer

Each message is written for the right person with the callback number read back, and stays in their list with Call back, Heard and Done.

A morning briefing

Calls, transcripts and summaries from the night are on the record, and the briefing tells the partners what came in before the office opened.

Set-up

An answering service for CPA firms, live in 2 minutes

Forward the main line

Forward the firm's number to the Front Office and the AI answers from that call on; a new local number is there if you want one.

Lisa reads your site

Lisa reads your service pages and asks who takes which calls, your season hours and the languages your preparers speak.

Desks and people

Name your desks, such as tax, bookkeeping and payroll, and who answers each, then choose AI first, a person first or AI only for each one.

Seven days on your calls

Try it free for a week with no credit card and read the report of every call it answered before you decide.

Questions & answers

AI Phone for Accounting & Tax Firms: questions & answers

What is an accounting firm answering service?

A service that answers a CPA firm's calls when nobody at the desk can: after hours, at lunch, in the deadline rush. As an AI answering service for accounting firms, AI Phone does it with an AI receptionist that answers from your approved information, books appointments during the call and writes every call down with its transcript and summary.

Does a tax preparer answering service give tax advice?

Not this one. The AI never says what is deductible, what a client owes or how to answer a notice. Those callers hear the line you approved and are transferred to a preparer, or leave a message with the callback number read back digit by digit.

Can the AI put a caller through to the right preparer?

Yes. It routes by reason and language to the desk or the person you named, and tells your colleague who is calling and why before the call connects. When the preparer is with a client, it takes a message or says when that person will be back.

Can we keep our phone number during tax season?

Yes. Forward the firm's current number to your Front Office line and the tax preparation answering service starts at once, with no porting and nothing to install. If you later want the number moved in, the port can wait until the season is over.

How much does an answering service for CPA firms cost?

One subscription covers the whole firm, because AI Phone is priced per company and never per seat, so a seasonal receptionist needs no seat of her own. The plans are on the pricing page, and a 7-day free trial runs on your own calls with no credit card.

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.