AI Tax Season Support

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.

Book a Call
100% Answer rate
Syncs with your stack
24/7
+35%
Client Calls Answered
24/7
Tax Season Support
$12,000
Avg. Value Per Lead
How It Works

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.

Instant pickup

Every call answered 24/7. No voicemail, no missed opportunities.

Smart qualification

AI asks the right questions, filters spam, captures all job details.

Synced to CRM

Every call, booking, and detail logged directly to your system.

Incoming Call
Processing...
AI Qualification
Waiting...
Smart Intake
Waiting...
Real-time Booking
Waiting...
CRM Sync
Waiting...

Call Resolution Rate

First 7 Weeks

+51%
98%
Resolution Rate
Features

Every call picked up,
and handled perfectly.

When phones get busy or the office is closed, NextPhone takes over instantlyβ€”no more voicemail black holes.

Instant answer

Calls picked up within seconds, every time.

Smart intake

We collect name, address, job type automatically.

Instant booking

Jobs scheduled directly into your calendar.

Integrations

Works with tools
you already use.

NextPhone connects to your existing CRM, calendar, and knowledge base so you don't have to rebuild workflows.

ServiceTitan
Housecall Pro
Salesforce
Google Calendar
Slack
Zapier
Jobber
HubSpot
CRM
Calendar
Website
Knowledge Base

Trusted by growing service teams

Don't just take our word for it.

NextPhone books consultations while I sleep. I wake up to a full calendar of qualified leads, people who actually want to hire me, not tire-kickers. Before this, I was missing 40% of my calls because I was in court or with clients. Now every single inquiry gets handled professionally and I never lose business to competitors who answer faster.

Sarah Mitchell
Family Law Attorney
Seattle, WA
Legal

My schedule stays full without me lifting a finger. I can't answer my phone when I'm on a roof, but NextPhone handles it like a real receptionist, better, actually, because it never forgets to follow up. The after-hours bookings alone have been insane. People call at 9 PM with burst pipes or broken AC units, and by morning they're already on my calendar. It's like having a 24/7 sales team for $200/month.

Mike Rodriguez
HVAC Owner
Phoenix, AZ
Home Services

My front desk was drowning. Between check-ins, insurance calls, and ringing phones, they couldn't keep up during busy hours. Now NextPhone handles all the appointment booking and reschedules while my team focuses on patients in the office. We went from chaos to calm overnight. The AI even handles the awkward 'I need to cancel' calls so my staff doesn't have to deal with that anymore.

Dr. Jennifer Park
Dentist
Atlanta, GA
Healthcare

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)
  • 7-day free trial
  • Call transcripts & summaries
  • Custom training included
  • No contracts, cancel anytime
Popular

Nextphone Enterprise

For multi-location teams.

  • Multiple lines & locations
  • Advanced routing & integrations
  • Dedicated onboarding support
  • Priority 24/7 support
FAQ

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.

Pricing starts at $30/month for 30 calls. Each additional call costs $1. No setup fees, contracts, or hidden costs. You only pay for answered calls.

Still have questions? Contact our support team

Get Started In Days

Turn your phone lines into a
24/7 booking engine.

See a live demo and have NextPhone answering calls in under a week.