24/7 Call Answering for accounting firms
Never miss a client call or consultation request. Our AI receptionist handles client calls professionally and books meetings instantly.
Why accounting firms are switching to AI answering agents
Most accounting firms handle calls with a front desk person, an office manager wearing multiple hats, or voicemail during busy season. It works until it doesn't. Tax season hits, quarterly deadlines pile up, and suddenly your best people are answering phones instead of doing billable work.
The real cost shows up during crunch time. A business owner calls about year-end planning while your team is buried in returns. A new client inquiry goes to voicemail during lunch. By the time someone calls back, they've already talked to another CPA. One missed call during busy season can mean $5,000 or more in lost annual revenue.
AI answering agents don't take messages, they do the actual qualification. They capture what service the caller needs, whether it's tax prep, bookkeeping, or advisory work. They ask about business type, timeline, and urgency. Then they book directly into your calendar. The potential client gets helped immediately instead of waiting for a callback.
For callers, it's a completely different experience. Instead of leaving a voicemail and hoping someone calls back before April 15th, they have a conversation and walk away with a confirmed appointment. That immediate response often determines who gets the client.
The math works for most firms. If you're paying $350-500/month for an answering service that just takes messages, AI costs about the same but actually books consultations. One new client engagement covers the annual cost.
This fits solo practitioners who can't justify full-time admin staff and growing firms whose front desk is stretched thin during tax season. If you're losing prospects to voicemail or slow callbacks, it's worth trying.
During tax season, callbacks slip to next day. By then, they've found another CPA.
One missed business client costs more than a year of AI answering service.
Service type, business structure, timeline, urgency. Not just name and number.
Common accounting firms calls we handle
Our AI understands your business and handles these calls automatically.
| Call Type | Peak Timing | What AI Captures | Resolution |
|---|---|---|---|
📊Tax preparation inquiry | January - April peak | Filing type, business/personal, prior year status, timeline | Consultation booked |
📚Bookkeeping services | Business hours | Business type, transaction volume, current setup | Consultation booked |
🏢Business entity setup | Anytime | Entity type needed, partners, timeline, state | Consultation booked |
🚨IRS notice or audit | Business hours, urgent | Notice type, deadline, amounts involved | Urgent transfer |
💼Payroll services inquiry | Business hours | Employee count, pay frequency, current provider | Consultation booked |
📈Financial planning / Advisory | Business hours | Business stage, goals, current situation | Consultation booked |
❓"Do you handle my type of business?" | Anytime | Industry, business size, specific needs | Lead captured |
Integrates with your accounting firms tools
After every call, NextPhone can update your CRM, add new contacts, book appointments, and trigger workflows automatically.
QuickBooks
Create client records from qualified calls
Xero
Add new contacts and sync client details
Karbon
Create work items and client tasks automatically
CPACharge
Send payment links after booking appointments
Google Calendar
Book consultations into available slots
Zapier
Send data to 5,000+ other apps
From ring to booked revenue.
NextPhone handles the entire booking process autonomously, creating a seamless flow of data from the first ring to your calendar.
Trained on your website
We customize NextPhone to YOUR services, pricing, and booking flow.
Books into your calendar
Checks YOUR availability in real-time and schedules jobs instantly.
Syncs to your stack
Everything flows to YOUR CRM, calendar, and tools automatically.
Call Resolution Rate
First 7 Weeks
Every call picked up,
and handled perfectly.
When phones get busy or the office is closed, NextPhone takes over instantly—no more voicemail black holes.
Unlimited calls included
Flat monthly rate. No per-call or per-minute charges, ever.
Instant transfers
Complex calls route to your team immediately when needed.
Phone numbers anywhere
Get local numbers from any US, Canadian, or international area code.
20+ languages
Serve customers in Spanish, French, Mandarin, and more.
Tax season used to mean missed calls and lost clients. Now every inquiry gets handled immediately, even when we're buried in returns. We've picked up 5-6 new business clients this year that would have gone elsewhere.
Simple, transparent pricing
Most customers recover the monthly cost from a single appointment.
Nextphone Pro
For lean teams getting started.
- Converts leads to booked appointments automatically
- Syncs with your calendar & CRM
- Unlimited calls (no per-minute charges)
- Call transcripts & summaries
- Custom training included
- No contracts, cancel anytime
Nextphone Enterprise
For multi-location teams.
- Multiple lines & locations
- Advanced routing & integrations
- Dedicated onboarding support
- Priority 24/7 support
Frequently Asked Questions
Everything you need to know about NextPhone
Yes! NextPhone integrates with popular accounting software. Client information and call notes sync automatically to your system.
The AI can answer common questions, schedule consultations, and route complex accounting questions to your team while capturing all client information.
Yes! The AI can book consultations, planning meetings, and review sessions. It checks your availability and confirms appointments instantly.
All calls are encrypted and securely stored. The AI collects only necessary information and ensures all client data is handled with the highest security standards.
The AI works 24/7, including evenings, weekends, and holidays. It can handle client requests, route urgent matters, or schedule callbacks.
Yes! The AI can answer questions about your bookkeeping services, schedule consultations, and route qualified leads to your team.
The AI recognizes urgency indicators and can immediately route urgent matters to your team while still capturing all client information.
NextPhone costs $199/month with unlimited calls - no per-minute charges or hidden fees. Includes custom training, CRM integration, call transcripts, and summaries. No contracts, cancel anytime.
Still have questions? Contact our support team
Industries We Serve
NextPhone works for businesses like yours
Turn your phone lines into a
24/7 booking engine.
See a live demo and have NextPhone answering calls in under a week.