For accounting & tax offices

Survive tax season without missing a single call.

TelAI is a done-for-you AI phone receptionist for accounting and tax offices. It answers the call surge — appointment requests, document questions, new-client intake, and deadline questions — after hours and on overflow, in English and Spanish, and emails you a clean summary so nothing slips during your busiest weeks.

Hear the demo — (213) 752-9794 Book a setup call

Call it right now — ask to book a tax appointment, or what to bring to the first meeting.

Hear a real call

Listen in: Accounting & Tax

Tax-season call spikes, never to voicemail. A sample TelAI call — no script reading, no captions, just the receptionist your callers would actually hear.

TelAI · sample call

Audio only · no captions

Prefer to test it live? Call the demo line — (213) 752-9794

The tax-season problem

From January to April, the phone never stops

For three months your phones ring off the hook while you're heads-down in returns — new clients trying to book, existing clients asking what to bring, everyone worried about deadlines. You can't answer them all and do the work, so calls go to voicemail and prospects book with whoever picks up. The clients you miss in tax season are the ones you don't get next year either.

How it works

Live on your existing line in about a week

Forward the calls you miss

Keep your number and your staff. You forward after-hours, lunch, and overflow calls — especially during the surge.

It answers and schedules

A receptionist tuned for your office greets callers, answers document and process questions, and takes appointment and new-client requests.

You get the summary

Caller, the reason, and what they need are emailed before they hang up, so you call back in priority order.

What TelAI can answer

Your hours, location, and appointment availability
What documents to bring for a return or service
Your new-client and onboarding process
Pricing ranges for common services, when you allow it
Filing deadlines and extension basics
Which services you offer — never tax advice

What it captures on every call

Caller name and best callback number
New client or existing client
Service needed (individual, business, bookkeeping)
Appointment preference or question
Deadline or urgency
Preferred language for the callback

The lead in your inbox

Every call becomes a clean summary

New-client call — emailed to your office

Caller: Kevin Brooks
Phone: (626) 555-0125
Type: New client
Service: Individual + small-business return
Wants: To book an appointment
Deadline: Before April 15
Language: English

Built for this business

Why accounting & tax offices specifically

Tax-season surge, absorbed

When January-to-April calls overwhelm your staff, TelAI answers the overflow so prospects book instead of bouncing.

Document questions, handled

“What do I bring?” answered the same way every time, freeing your team for the work.

Appointments and intake captured

New-client requests taken cleanly — service needed, deadline, preferred time.

Deadline questions, answered safely

It explains filing-deadline and extension basics you approve, without giving tax advice.

Bilingual by default

English and Spanish in the same call, the way your clients actually talk.

A service, not a dashboard

Built, tested, and maintained for you. Nothing for your staff to learn.

Launch offer

First month free · $49 setup

Try TelAI on your office's line for a full month at no cost — $49 one-time setup, 300 minutes included, then $249/month if you keep it. Bilingual after-hours and overflow coverage, live on your existing line in about a week, and you can cancel during the free month.

Start your free trial Or hear it first — (213) 752-9794

Questions owners ask

Asked, answered

+Will it give tax advice?

No. It answers your office's process and document questions and captures the request, but it never gives tax advice — that's for you on the callback.

+Can it book appointments?

It captures the appointment request — service needed, deadline, preferred time — and emails your office to confirm. Live calendar booking is an add-on.

+Is it only useful during tax season?

It earns its keep in the surge, but it covers after-hours and overflow year-round for bookkeeping, advisory, and business clients too.

+Does it replace my front desk?

No. Most offices forward only after-hours, lunch, and overflow calls. It's there when your team is buried in returns.

+Do we have to change our number?

No. Keep your number and forward calls to TelAI when you need it. Remote setup, anywhere in the U.S., with no onsite installation.