Answers the busy-season line
Inbound
Your AI receptionist answers every call, tells existing clients what you've written about turnaround and missing documents, and takes a message for the preparer when it's specific.
CPAs and bookkeepersGoal: Discovery call booked
The AI receptionist that books new clients while you're buried in returns.
From January to April your phone rings more than anyone can answer, and the prospects who call then are the ones ready to sign. Avoonta picks up or calls back within seconds, sorts out what they need, and books the discovery call.
Accountants · 115 of 200 industries
- Answers calls in tax season
- Sorts returns, books, payroll
- Books discovery calls
The problem
Why accountants leads go cold.
Tax season is when new clients call, and nobody can answer.
Your busiest weeks are also when new clients shop around. Business owners with a messy year of books and individuals with a new rental property all call in the same months, while your team is deep in returns and deadlines.
Existing clients call too, asking where their return is or which document you still need. Every one of those calls pulls a preparer off a return, and the new prospect on line two goes to voicemail.
What Avoonta does for accountants
Four jobs, done on every call.
Calls new inquiries back
Outbound
When a prospect fills in your form and asks for a call, your AI Agent dials within seconds and asks what they need: individual return, business return, bookkeeping, payroll or a fresh start after a missed year.
Qualifies the engagement
Outbound + inbound
It asks entity type, rough revenue band, how many states they file in and what software their books are in, so your partner knows the scope before the first call.
Books the discovery call
Outbound + inbound
It offers real slots from your Google, Outlook, HighLevel or Cal.com calendar and sends a follow-up text listing the documents to bring.
What's in the snapshot
Accountants: 5 AI agents, ready in one click.
One install sets up the whole team for your business: who calls, who chases, who answers and who reminds. Each one opens by saying it's an AI assistant.
- 30minDiscovery call, booked live
- 4ready texts
- 7FAQ answers for the receptionist
- 1click installs all five
-
New leads
New client caller
Calls new inquiries within seconds, scopes the engagement and books a discovery call with a CPA.
Hi first name, this is an AI assistant calling for business about your request.
Asks first Is this for an individual return, a business return, bookkeeping or payroll?
- Discovery call booked
- Call back after deadline
- Not a fit
Hands off to: a person (Partner on duty)
-
Follow-up
Engagement follow-up
Re-tries prospects who missed the callback, timed around filing deadlines.
Hi first name, this is an AI assistant calling for business about the help you asked for with your taxes or books.
Asks first Do you still need help this season?
Calls day 0, 2, 5 · text after each missed call
- Discovery call booked
- Hired elsewhere
- Do not call
Hands off to: a person (Office manager)
-
Receptionist
Busy-season desk
Answers every call, shares turnaround info you provide and takes specific messages for preparers.
Thanks for calling business, I'm the AI assistant and this call is recorded.
Asks first Who is your preparer?
- Message for preparer
- Discovery call booked
- Transferred
Hands off to: a person (Preparer or office manager)
-
Reminders
Document-ready confirmer
Confirms tomorrow's discovery call and lists the documents the firm asked clients to bring.
Hi first name, this is an AI assistant calling for business to confirm your call with the firm tomorrow at time.
Asks first Do you have last year's return available?
Calls the day before · text if no answer
- Confirmed
- Rescheduled
- Cancelled
Hands off to: a person (CPA on the booking)
-
Renewals
Next-season returner
Calls last season's clients before busy season to book their engagement meeting early.
Hi first name, this is an AI assistant calling for business.
Asks first Will you need the same services this year?
- Engagement meeting booked
- Not returning
- Call back later
Hands off to: a person (Partner)
Sample call
A business owner, 30 seconds after the form.
A restaurant owner asked for help with last year's business return in mid-February. Here's the callback.
Example call
AIHi Linda, this is Ava, an AI assistant calling for Carver and Moss CPAs about your request. This call is recorded. Do you have a couple of minutes?
LINDAYes. I own a small restaurant, and I'm not sure I can deduct my new oven.
AIThat's a question for one of our CPAs, so I won't give tax advice. Is the business an LLC, an S corp, or something else?
LINDAAn S corp. Our books are in QuickBooks.
AIThanks. I can book a discovery call with a CPA on Tuesday at 9am or Thursday at 4pm. Which is better?
LINDATuesday at 9.
Fits your tools · and the math
Works with your CRM, calendar and Zapier.
Avoonta works with the practice and calendar tools your firm already uses. Inquiries come in by webhook, Zapier, Make or the API, and answers and bookings go back out the same way.
Use practice software like Karbon, TaxDome or Canopy? Connect it via Zapier or webhooks.
- Google Calendar
- Outlook
- HighLevel
- Cal.com
- Webhooks
- Zapier
- Make
- API
What lands in your CRM after each call
- Service needed
- Entity type
- States filed in
- Bookkeeping software
- Discovery call time
- Recording and transcript
Example
What one more annual client could mean.
- New inquiries a month
- 50
- Talk time per call, roughly
- 3 min
- Minutes used
- about 150 of 200
- Plan
- Launch, $79/mo
If picking up during busy season adds even one recurring business client, a year of their fees would likely pay for the plan many times over.
Example only. Your inquiry volume, call length and fees will differ; plug in your own numbers.
Limits and compliance
Scheduling and intake. Never tax advice.
Your agent doesn't answer tax questions, estimate refunds, or say what's deductible. It books the client with a qualified professional instead. Set it to collect only what scheduling needs, never Social Security numbers or account details over the phone. Callbacks go only to people who asked, between 8am and 8pm in their time zone, after a do-not-call check, and every call opens by saying it's an AI assistant.
- No tax advice or refund estimates
- No SSNs or account numbers collected
- Callbacks only to people who asked
Accountants FAQ
Straight answers.
Can it tell clients the status of their return?
It can share general information you give it, such as typical turnaround in busy season. For a specific return, it takes a message for the preparer or transfers to your office.
Will it answer tax questions?
No. It explains that a qualified professional needs to answer and books a call. It never gives tax advice.
Can I turn it on only for busy season?
Yes. Route your line to it when you want and back to your desk when you don't. You pay for the minutes you use on your plan.
Can it remind clients about missing documents?
It can send a follow-up text after a call listing what you've told it to ask for. It doesn't log into your portal or see client files.
Related industries
Similar agents, other trades.
Your next accountants lead gets a call in seconds.
Set up an agent for your business, test it on your own phone, and go live today. Unlimited AI agents and team members on every plan.