Voipy

The AI receptionist accounting firms hire before March 15.

Tax season calls triple the phone volume and you can't just hire through it. Voipy answers 24/7, triages simple vs complex, books consultations, and captures new-client intake so you find out on Monday, not three weeks from Monday.

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What it solves for accounting firms

Tax season: call volume 3x, front-desk can't keep up.
Half the calls are the same question ('is my extension filed?') that your staff answers 40 times a day.
After-hours, new prospective clients hit voicemail and call a competitor.
Vendor solicitation + political polling steal 15 minutes a day combined.

How it handles your call patterns

Caller intentVoipy handling
New client inquiryCaptures entity type (LLC / S-corp / individual), engagement type (tax / bookkeeping / advisory), volume; books a discovery call.
Existing client check-inLooks up by phone; routes to the partner assigned to that client (via configured routing rules).
Tax-season status questionAnswers 'has my return been filed?' / 'extension status?' from your practice-management system.
Document requestCaptures what document the client needs; forwards to bookkeeping inbox.
Cold solicitationDeclined silently; never reaches your desk.

Works with your stack

QuickBooks Online Xero Canopy TaxDome Drake Google Calendar Zapier

Why it pays for itself

FAQ for accounting firms

Will it integrate with Canopy or TaxDome?

Yes — we read client status from either on Pro and Enterprise plans. On Solo we use Google Calendar for scheduling and you manually import client status.

How does it handle confidential client info?

Calls are transcribed; transcripts are encrypted at rest and retained 90 days by default. HIPAA BAA isn't typically needed (accounting isn't HIPAA-covered), but we can arrange enhanced encryption for firms handling sensitive client personal info.

Will it handle tax-season surge pricing?

No — flat monthly plans include unlimited calls. You won't see an overage bill on April 14.

Can it route differently per partner?

Yes — configurable routing by assigned-partner on the client record. Senior partners can opt out of cold-call routing entirely.

Ready to stop missing calls at your Accounting Firm?

14-day free trial. Card on file, not charged until day 15. Cancel any time.

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