24/7 Call Answering for CPA firms
Never miss a client call during tax season or year-round. Our AI receptionist handles client calls professionally and books consultations instantly.
Why CPA firms are switching to AI answering agents
Most CPA firms have a front desk person or office manager answering phones. During slow months, that works fine. But come January through April, your phones ring constantly while your entire team is buried in returns, and suddenly every call becomes a problem.
Here's what breaks down: a potential client calls about quarterly estimates while you're reviewing a complex return. Your office manager is on another line, so voicemail picks up. That prospect needed help today, not a callback tomorrow. They've already moved on to another firm by the time you see the message.
AI answering agents handle calls differently. Instead of just taking a name and number, they qualify the caller, understand what service they need, whether it's tax prep, bookkeeping, or audit support, and book a consultation directly into your calendar. The prospect gets helped immediately, and you get a qualified lead ready to discuss their situation.
From the caller's perspective, they called and got answers. They described their tax situation, answered a few questions about their business type and timeline, and walked away with a scheduled consultation. No hold music, no callback anxiety, no wondering if anyone will ever get back to them.
For firms paying $300-500 a month for answering services that just take messages, switching to AI often costs the same while actually booking consultations. One new client engagement easily pays for a year of service.
This works for solo CPAs who can't afford dedicated phone staff, and for larger firms whose admin team is overwhelmed during tax season. If clients are hitting voicemail or waiting hours for callbacks, AI answering is worth testing.
Tax season floods your phones exactly when your team is least available to answer.
Missing one call during tax season can cost you years of recurring revenue.
By the time you return the call, they've already found another CPA.
Common cpas 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 | Return type, filing status, estimated income, deadline concerns | Consultation booked |
🏢Business tax planning | Year-round, Q4 peak | Business type, revenue range, current pain points, timeline | Meeting scheduled |
📊Bookkeeping services | Business hours | Business size, current system, monthly transaction volume | Consultation booked |
🚨IRS notice / Audit support | Anytime, often urgent | Notice type, response deadline, prior representation | Urgent transfer |
💼Quarterly estimate questions | Quarterly deadlines | Client status, payment due, amount questions | Callback scheduled |
❓"Do you handle my tax situation?" | Anytime | Tax situation, complexity, special circumstances | Lead captured |
Integrates with your cpas tools
After every call, NextPhone can update your CRM, add new contacts, book appointments, and trigger workflows automatically.
QuickBooks
Sync client info and log call notes
Xero
Add contacts and update client records
Karbon
Create tasks and trigger workflows
TaxDome
Add leads and schedule consultations
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 was brutal. Phones ringing nonstop while we're heads-down in returns. Now every call gets answered and qualified, and I review new leads between appointments. We booked 12 new clients last April that would have gone to voicemail.
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
The AI can handle unlimited calls simultaneously, so you never miss a client during busy tax season. It qualifies leads, books consultations, and routes urgent matters to your team.
Yes! NextPhone integrates with popular tax and accounting software. Client information and call notes sync automatically to your system.
The AI recognizes urgency indicators and can immediately route urgent tax questions to your team while still capturing all client information.
Yes! The AI can book tax 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.
The AI can book appointments over the phone and send confirmation texts. For online scheduling, it can direct clients to your booking system.
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.