Receptionist service for accountants

Calls come in, but you’re not always available to answer them. We capture leads, book appointments, collect payment, and log details instantly in your systems. Hand off "the rest" to our AI Receptionist, available 24/7 — even after-hours. We manage your firm's calls so you can focus on what only you can do: providing trusted financial guidance and maximizing client outcomes. We can handle calls from leads, clients, vendors, and others for complete peace of mind.

The AI Receptionist from Smith.ai greets every caller professionally and captures essential client information through structured intake questions. By collecting key information upfront — such as business type and size, accounting services needed, tax situation, deadlines, and current financial software used — the system helps identify and prioritize qualified leads based on your practice's expertise and service offerings. Our human agents seamlessly step in when callers request to speak with someone directly or have complex inquiries that require detailed information collection and routing to the appropriate accountant or bookkeeping specialist.

Make better business decisions with real-time call data powered by AI, visualized in every Smith.ai client dashboard. Every call summary is enriched with AI-generated metadata including actions completed, caller disposition, priority, relevance, call recording and transcription, and more. See the big picture with historical tables and charts to predict business growth, costs, and ROI with superior accuracy through our AI-powered analytics.