Explore the demo01
Answer from your checklist
Share the checklist you wrote for clients with self-employment income and the fee you publish for that type of return.
Accounting
An AI receptionist for accounting firms buried in tax season calls.
Clients who call about their return get a tax prep appointment, the document checklist you wrote, and the fees and deadlines you publish. Notices from tax authorities, payroll problems, and any request for tax advice are flagged for an accountant to call back.
An AI receptionist for accounting firms answers client calls when your staff are deep in returns, using your services, fees, document checklists, and the deadlines you publish. InsertChat’s assistant books tax prep and onboarding appointments, tells clients what to bring, takes bookkeeping and payroll inquiries, and passes every request for tax advice to an accountant.
EXAMPLE WORKFLOW · Website chat
Turn a weekend chat into a prepared tax appointment
Late on a Sunday, a returning client messages you through your website chat.
“I started a side business this year. What do I need to bring for my tax appointment, and do you have anything next week?”
02
Book the appointment
Offer two to five open times next week and book the tax appointment the client picks.
03
Brief the preparer
The chat summary notes the new side business, so your preparer knows what to ask before the meeting.
Your team sets the boundaries
Questions about deductions, estimated payments, or which business structure to choose are left for your accountant to answer.
Illustrative scenario. Answers depend on your sources; actions depend on your connected tools and permissions.
What it handles for accounting firms
Answers come from the knowledge you add. Anything on the urgent list follows the handoff rules you set.
Handled by your assistant
Handled by your assistant- Tax prep, bookkeeping, and payroll appointments booked into open times
- Which documents to bring, from the checklist you wrote for each service
- The deadlines you publish, such as your last day to drop off documents
- Published fees for individual returns, business returns, and monthly bookkeeping
- New client onboarding, from first questions to an introductory call
Sent straight to your team
- Notices or letters from a tax authority
- A filing or payment deadline only days away
- Payroll that didn’t run or paid the wrong amount
- Any request for tax advice, such as whether an expense is deductible
- Clients upset about a bill or a filed return
What it asks and what it needs to know
Details it collects
Details it collects- Client or business name and contact details
- Whether you prepared last year’s return
- Individual or business, and the type of business
- Services needed, such as tax prep, bookkeeping, or payroll
- Tax years involved
- Any notice received, and the date on it
- Preferred appointment time, in person or virtual
What to add to its knowledge
- Services you offer, from individual returns to monthly bookkeeping
- Document checklists for each type of return
- Fees and packages you publish
- The deadlines you publish for documents, appointments, and extensions
- Onboarding steps and how engagement letters work
- Office hours, including any extended hours in busy season
Can an AI receptionist handle tax season calls for an accounting firm?
Yes, it handles the routine calls that pile up during busy season. It books tax prep appointments, reads out the document checklist you wrote for each type of return, and repeats the deadlines you publish. Calls that need judgment, such as a letter from a tax authority or a question about deductions, are marked for an accountant along with the caller’s details.
Will the assistant answer tax questions?
Only the ones about your own services, like fees, appointment times, and the deadlines you publish. Requests to interpret tax rules, estimate a refund, or judge a deduction go to an accountant, and the caller is told someone will follow up. You can also instruct it to ask clients not to read out Social Security or bank account numbers.
How much does an AI receptionist for accounting firms cost?
Pro is $98 per month for a single phone number, a set of monthly credits, three AI assistants, and three seats for your staff. Credits go down with each call, in whole minutes, so a busy filing week uses more of them. Extra numbers are $10 a month each, and texts or WhatsApp messages can carry their own charges.
Explore the shared workspace
Explore the InsertChat demo ↗
InsertChat / CalendarOpen full demo Explore InsertChat’s shared workspace with Northstar Home Services, our fictional demo business.
Features for accounting firms
AI email responder
Connect Gmail or Outlook. Your assistant drafts or sends replies, and anything sensitive waits for your team in the shared inbox.
Explore AI email responder
Scheduling
Your front desk offers open times, books the one the customer picks, and moves or cancels it later, on calls, website chat, and texts. Every booking stays linked to the customer and the conversation.
Explore SchedulingKnowledge & answers
Bring your website, documents, FAQs, and product details into one knowledge base. Your assistant answers every channel from it and shows you which questions need a better answer.
Explore Knowledge & answersConnect the calendar and tools you use
All integrations ↗
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Yes, for firms in the US and Canada. Your published number stays the same, and calls forward to InsertChat. Firms in other countries can get a toll-free or local number from InsertChat where one is offered. Call the line yourself before your busiest weeks start, so you hear what clients will hear.
Yes. After you connect Gmail or Outlook, the assistant either writes drafts you approve or sends replies itself once a delay you set has passed, optionally only during business hours. Emails about a bill, a complaint, or anything it is unsure of are held back for your staff. Client calls and emails land in the same shared inbox.
The assistant can’t see your tax software, so it takes the request and marks it “needs you” in the shared inbox. It notes the client’s name, the tax year, and the best callback number, and a text or email confirms the callback request. Your staff check the status and call back.
Yes. Booked clients can receive a reminder by text or email three days and again one day ahead. If a client needs another time, the assistant can move or cancel the appointments it set up and offer the next open times, so the freed slot can go to someone else.
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