AI receptionist for accountants
An AI receptionist built for accounting firms.
Leap answers tax appointment scheduling calls, filing deadline questions, payroll support inquiries, and new client intake requests. It handles the phone so your staff can focus on the returns.
Leap is an AI phone receptionist for accounting firms. It answers tax appointment scheduling calls, filing deadline questions, payroll support inquiries, and new client intake requests in a natural voice, captures the details your staff needs, and texts back callers who could not reach you. Setup takes five minutes and keeps your existing number.
5 min. Leap goes live in about five minutes: paste your firm website, review what it learned, and forward your main line.
24/7. Leap answers after hours and on weekends, when clients realize a deadline is approaching and need to reach you immediately.
2+ calls. Leap handles two or more simultaneous calls so a new client inquiry never gets dropped during tax season when every line is busy.
Every call. Every call leaves a recording, transcript, and summary so client name, tax matter, and deadline question are captured every time.
$149/mo. Leap costs a fraction of a live answering service with no per-call fees and no long-term contract required.
Tax season phone volume overwhelms most accounting firms
From January through April, accounting firm phone lines fill with appointment requests, document questions, and deadline panic calls. Staff members who should be focused on returns and filings spend significant time fielding calls that could be handled without them. And after hours, when clients realize they are missing a form or need to know if they can still file an extension, the calls go to voicemail.
New client calls have their own urgency. Someone who just got audited, had a business tax question they cannot answer, or decided to switch CPAs calls during a busy window. If they reach voicemail, they call the next firm on the list.
Tax appointment scheduling
Leap captures the client's name, tax situation type, whether they are a new or returning client, and their preferred appointment time, and queues the booking for your front desk to confirm.
Deadline and extension questions
Leap answers general deadline questions from your knowledge base including filing deadlines for personal and business returns, and routes specific deadline questions to your staff.
Payroll support calls
Leap handles calls from business clients with payroll questions, captures the company name and the nature of the issue, and routes the call to your payroll team for a callback.
New client intake
Leap captures the prospective client's name, the type of tax or accounting help they need, and their contact information, and queues the lead for an initial consultation scheduling.
What does an AI receptionist do for an accounting firm?
An AI receptionist answers your firm's main line in a professional voice, handles general inquiry calls, and captures appointment requests and new client leads without pulling your staff away from billable work. Leap builds its knowledge base from your website, covering your services, your team, your deadline schedule, and your appointment process.
Callers do not hit a phone tree. They call about their taxes, Leap responds professionally, and your staff gets a clean summary with the client's name, tax matter, and what they need before anyone calls back.
How Leap handles the deadline question without doing the accounting
Leap does not file returns, give tax advice, or access client financial records. What it does is answer the general deadline and process questions that flood accounting firm phones every January through April, capture the clients who need appointments, and queue the new client leads for your staff to convert.
When a client asks something that requires professional judgment, Leap takes their name and number and queues a callback from their assigned accountant. Your staff handles the accounting. Leap handles the call volume.
How it works
- 01
Paste your firm website.
Leap reads your site and builds a knowledge base of your services, team, filing deadlines, appointment process, and client intake steps.
- 02
Review and correct what it learned.
Add your current tax season schedule, set your payroll call routing rules, and update your appointment availability in one tap.
- 03
Forward your main line and go live.
Keep your current number. The next appointment request gets captured, the next new client lead is queued, and a summary lands in your staff inbox.
Frequently asked questions
Can Leap schedule tax appointments?
Yes. Leap captures the client's name, tax situation type, new versus returning client status, and preferred appointment time, and sends the booking request to your front desk for confirmation. If you have an online scheduling link, Leap texts it to the caller.
Will Leap give callers tax advice?
No. Leap does not give tax advice, interpret tax law, or access client financial records. It answers general deadline and process questions from your knowledge base and routes any question requiring professional judgment to your staff for a callback.
How does Leap handle deadline panic calls after hours?
Leap captures the client's name, their tax situation, and the deadline they are worried about, gives your general extension and late filing guidance from the knowledge base, and queues a callback from your staff for the morning. If you have an on-call line for true emergencies, Leap can transfer to it.
Can Leap handle payroll support calls from business clients?
Yes. Leap captures the company name, the payroll issue, and the contact person, and routes the call to your payroll team for a callback. It does not access payroll systems directly.
How does Leap handle new client calls?
Leap captures the prospective client's name, the type of accounting help they need, their business or personal situation, and their contact information, and queues the new client lead for an initial consultation call from your staff.
Can I use Leap only during tax season?
Yes. You can configure Leap for specific months, days, or hours. Set it to answer every call during tax season and after hours only in the off-season. You adjust the schedule any time.
Will I keep my existing phone number?
Yes. You keep your number and forward calls to Leap on the rules you set. Nothing about your existing line changes.
How long does setup take?
About five minutes. Paste your website, review the knowledge base, and forward your number. Most accounting firms set it up before tax season starts.
What do I see after each call?
Every call leaves a recording, a full transcript, and a short summary with client name, matter type, deadline concern, and the follow-up action needed. All searchable in your inbox.
How much does an AI receptionist for an accounting firm cost?
Leap's founding rate is $149 a month and includes the first 100 calls answered, then $0.99 per additional call. No setup fee and no contract, versus the $150 to $400 a month a live answering service typically charges.
Does it sound professional enough for financial clients?
Yes. Leap answers in a professional, composed voice using your firm's name. There are no menus to press. Clients speak normally and get an accurate, organized response.
What happens when Leap does not know an answer?
It tells the caller honestly, takes their name and number, and files the question for your staff. You answer it once and Leap knows it for every future caller asking the same thing.
Keep exploring
Give accounting firms a front desk that never misses.
Paste your website. Leap builds your receptionist from your hours, services, and policies while you watch. Live in five minutes for $149/month.