AI by industry · Accounting firms
AI receptionist for accounting firms
In tax season, an accounting firm’s phone rings with the same handful of questions while the team is heads down. An AI receptionist can answer them, take messages for the right person, book consultations and flag anything urgent like an IRS notice. It should never give tax advice or discuss a return without verifying who is calling.
Map your firm: see what could run on its own
Enter your website. The Brain reads it and shows every step of your accounting firm that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
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The calls that repeat
“Did you get my documents.” “When will my return be done.” “Can you take me as a new client.” Most are a lookup or a message, not a conversation with a CPA.
Logging each question also shows you which ones to answer once on your website, so fewer people need to call at all.
The calls that cannot wait
A caller holding a letter from a tax agency, a payroll problem, or a deadline tomorrow needs a person fast. The receptionist should recognize those words and push them to the top of the list.
Privacy on the line
Never read back financial details to an unverified caller. Set a rule for how the system checks identity, and for what it will not say over the phone at all.
Picture this
Examples of what it can look like in a accounting firm. Illustrations, not clients.
A caller asks whether you received her K-1. The receptionist checks the document list and says it is still outstanding, then sends the upload link.
A new owner says he needs a CPA for his first payroll. He is booked into a 30-minute intro with the right partner.
Someone reads out a notice number. The message goes straight to the person who handles notices, marked urgent.
Map your firm in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your accounting firm that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Questions
Can it tell a client their refund status?
Only if you decide to allow it and it can verify the caller. Many firms prefer it to take a message.
What if it does not know the answer?
It says so, takes a message and tells the caller when to expect a reply.
Does it work after hours?
Yes. After hours it can take messages, book a call and note anything urgent, so Monday starts with a sorted list and not a full voicemail box.
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