AI Voice Agents for Accounting Firms

Challenges We Solve for Accounting

Common pain points costing you time and money

Tax Season Overwhelms Staff Capacity

Accountants handle 300% workload increase from January-April. AI agents handle routine client calls, freeing CPAs for complex tax work.

Clients Miss Document Submission Deadlines

30% of clients submit tax documents late, creating bottlenecks. Automated voice reminders improve on-time submission rates by 50%.

Appointment Scheduling Conflicts

During tax season, double-bookings and scheduling errors increase 4x. AI manages calendar availability and prevents conflicts automatically.

How It Works

From consultation to deployment in 6 days

1

Discovery Call

We learn about your Accounting workflow, pain points, and goals. Define exactly what your AI agent needs to do.

2

Build & Integrate

We build your custom voice agent, integrate with your existing systems, and configure it for your specific use cases.

3

Launch & Support

Deploy your AI agent to production. We provide training, documentation, and ongoing support as your needs evolve.

AI Voice Agents for Accounting

Real-world applications that drive results

Tax Deadline Reminders

AI calls clients with upcoming tax deadlines, lists required documents, and offers portal upload instructions or appointment scheduling for drop-off.

Document Collection Automation

Voice agent calls clients to confirm receipt of tax documents, identifies missing forms (W-2, 1099, etc.), and sends secure upload links.

Quarterly Review Scheduling

AI automatically schedules quarterly business review calls with clients, sends pre-meeting financial summaries, and handles rescheduling requests.

40%

Reduction in Admin Time

6 Days

From Kickoff to Launch

$5K

Starting Investment

Accounting Industry Insights

Accounting firms spend 35% of billable hours on administrative tasks. AI voice agents reduce client communication time by 40% during tax season.

Frequently Asked Questions

How much does an AI voice agent cost for Accounting?

Custom AI voice agents for Accounting start at $5,000 for a 6-day MVP. This includes discovery, design, development, integration with your existing systems, and deployment. Monthly costs range from $100-500 depending on call volume (ElevenLabs API fees). We provide transparent pricing upfront - no hidden fees.

How long does it take to build an AI voice agent?

We deliver working MVPs in 6 days. Day 1-2: Discovery and design. Day 3-5: Development and integration. Day 6: Testing and deployment. More complex Accounting integrations (multiple systems, advanced workflows) may take 2-3 weeks.

What AI platforms do you use?

We primarily use ElevenLabs for voice AI (best quality, lowest latency), OpenAI GPT-4 for intelligence, and custom integrations with your Accounting software. We choose technologies based on your specific needs - not vendor lock-in.

Do you provide ongoing support after launch?

Yes. We offer monthly retainer support ($2K/month) for updates, improvements, and monitoring. Or pay-as-you-go for specific enhancements. All projects include 30 days of bug fixes and adjustments after launch.

Can AI voice agents integrate with existing Accounting systems?

Absolutely. We integrate with practice management software, CRMs, scheduling systems, payment processors, and industry-specific tools used in Accounting. If it has an API or webhook, we can connect it. We'll assess your tech stack during the discovery call.