Tax-season calls flooding in. You’re closing the books. We answer line two.
An answering and booking assistant for bookkeeping firms — every call answered, every consult booked. $247 first month · live in 7 days.
The front desk that never puts a client on hold
Your team stays with the books in front of them. We answer the phone, book the consult, send the reminder and refill the cancellation — without a single hold tone.
See how it worksEverything it handles
Six front-desk jobs, covered day and night.
calls answered, day and night
of tax-season calls go unanswered today — many are new clients worth $3,600+
from 47 firms
Meet your front desk
Talk to us
“The front desk stopped apologizing for hold times. New-client consults went up the first month.”
“Reminders go out without me thinking about them. No-shows dropped to almost nothing.”
Resources for operators
Talk to usStart at the front desk. Run the whole firm.
Add agents as you grow — each one trained on your firm, all under one roof and one flat bill.
Answers every call, books the consult and sends the reminder — 24/7.
You're starting hereFollows up new-client consult inquiries within 5 minutes.
Add anytimeConfirms, reminds and refills last-minute openings from the waitlist.
Add anytimeChases unpaid balances on a polite cadence you approve.
Add anytimeKeeps the books clean after we migrate you off QuickBooks.
Add anytimeAsks for the five-star review after every completed, paid job.
Add anytimeKeeps you visible — social posts, local listings and SEO.
Add anytimeMix and match. Still $497/mo flat — you add agents, not invoices. Talk to us →
$247 first month. $497/mo flat
$0 setup · cancel anytime · live in 7 days · secure · your financial data stays yours.
A human checks every important action.