For tax and accounting offices
Tax season, answered.
From January to April the phone doesn’t stop. Front Desk answers every call, books appointments and tells clients what to bring, so your preparers keep preparing.
How it handles a call
- Answers every call.
In English or Spanish, even when the whole office is with clients.
- Books appointments.
Into your calendar, with a reminder of what to bring.
- Handles the common questions.
Hours, location, what you need and how long it takes.
- Takes messages for preparers.
With a short summary, so callbacks are quick.
The package
Tax Season setup
January to April coverage, on the standard Front Desk plans. Plans run month to month, so you can stop after the season with 30 days’ notice.
Front Desk: $750 setup, $399 a month · Front Desk Plus: $1,500 setup, $599 a month
After the season
Ask about private AI that searches and drafts from client files on a machine in your office, so nothing leaves the building.
Other trades
- Home servicesHVAC, plumbing, locksmiths and towingThe no-heat call at 2 a.m. reaches your on-call tech, not voicemail.
- Dental and health practicesDentists, chiropractors and other small practicesThe new patient who calls at lunch, or on a Friday, still gets booked.
- Aerospace and defense suppliersMachine shops and parts makers with controlled dataPrivate AI that runs in your building, planned around the rules you already follow.
Get ahead of January. Book a time.