AlgoNyteIndustries, Accounting & CPA Firms
AI client intake for accounting firms.
New-client calls get answered through the tax-season crush, consultations book themselves 24/7, and last year's clients come back before the next deadline, without hiring seasonal front-desk help.
Tax season triples your calls and buries your front desk.
Accounting runs on a brutal calendar. From January to April the phone doesn't stop, new clients who finally opened their mail, existing clients with questions, everyone wanting in before the deadline. Your team is heads-down in returns, and the new-client calls that come in during the crunch go to voicemail. Those are the clients worth the most over a lifetime, and they're calling the next CPA on the list.
The rest of the year the leak is quieter but real: bookkeeping and advisory inquiries, a small business that needs an entity set up, a prospect comparing firms. Appointment-based work means every unbooked consult is revenue that never starts, and a slow reply reads as a firm too busy to take them.
Hiring seasonal front-desk help is expensive and hard to train fast, and it still goes home at five during the weeks people actually call. The fix is catching every new-client inquiry the moment it lands, through the surge and after hours, and booking the consult before they shop elsewhere.
Real client
Proof from a sister market: 10 booked jobs in week one.
Our first client is an independent auto shop outside Detroit. Different business, identical mechanics: the new client goes to whoever answers first. Before the system went live, calls that came in while the team was busy died in voicemail. In its first week, it booked 10 appointments the shop would have lost.
For a firm, that's an intake specialist who works through tax season and never goes home. A prospect calls during the April crush or fills out a form at 9pm; the agent answers, qualifies whether they need tax, bookkeeping, or advisory, and books the consult before they call the next office.
The system, end to end.
24/7 new-client intake
Every call and form gets answered immediately, even through tax-season volume. The agent qualifies the service needed and books the consultation while the prospect is still motivated.
Service qualification
Tax, bookkeeping, advisory, entity setup, payroll, the agent routes by what the prospect actually needs and captures the basics so your first meeting starts informed.
Tax-season surge handling
When volume triples, the agent answers every lead in parallel and never sends one to voicemail, so the crunch stops costing you new clients.
Consultation booking
Qualified prospects land on your calendar as confirmed consults with their details attached, instead of a voicemail you return after they've signed with someone else.
Off-season reactivation
A campaign re-engages last year's one-off tax clients before the next season and surfaces bookkeeping or advisory upsells. See the database reactivation page.
Reminders & follow-up
Automated reminders cut missed consults, and follow-up keeps document collection and onboarding moving so engagements actually start.
Want the deeper product breakdown? See the AI Receptionist page or jump straight to pricing.
For firms serving Chicago's small businesses and households.
From a solo CPA in Naperville to a small firm in the Loop or Schaumburg, the bottleneck is the same: a lean team that can't be in returns and on the phone at once, especially from January to April. The system covers the calls and inquiries they can't get to without changing how the firm runs.
It works your existing number and scheduler and is trained on your services, your client types, and what you do and don't take. It qualifies and books; it never gives tax advice or quotes a position. That stays firmly with your accountants.
Evenings and weekends matter more than firms think, that's when busy business owners and individuals finally deal with their taxes and books, and when most offices are closed.
Common questions.
- Can it handle the tax-season call surge?
- Yes, that's when it matters most. When January-to-April volume triples, the agent answers every new-client call and form in parallel, qualifies the service needed, and books consultations so the crunch stops sending prospects to voicemail and to other firms.
- Does it give tax advice?
- No, and that's deliberate. The agent handles intake and scheduling only, it qualifies what the prospect needs and books the consult. It never offers tax advice or takes a position; anything substantive is captured and routed to your accountants.
- What does it capture for a new client?
- The service they need (tax, bookkeeping, advisory, entity setup, payroll), their situation basics, and contact details, so your first meeting starts informed instead of cold. You set the intake questions.
- Can it bring back last year's tax clients?
- Yes. We run reactivation campaigns that re-engage prior-season clients before the next deadline and surface bookkeeping or advisory work, recurring revenue from clients you already earned.
- How fast can a firm go live?
- Most firms are live in 5 to 7 days on Awake, ideally before the season starts. We connect your scheduler and train the agent on your services and intake first. The Climbing plan with voice AI takes 10 to 14 days.
Ready to stop losing leads?
Grab 30 minutes with us. We’ll look at how leads come into your business today and show you where you’re leaving money on the table.