AI receptionist for accountants

An AI receptionist built for accounting firms.

From January to April and again before October 15, the phone rings while preparers are mid-return. Leap takes appointment requests and document questions and leaves tax advice to your CPAs.

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The short answerUpdated October 5, 2026

Leap is an AI phone receptionist for accounting and tax firms. It answers questions about services, fees, and document drop-off from facts you approve, records whether the caller is an individual or business, the entity type, the service, and any IRS notice or deadline, and sends your team a summary. It does not give tax advice.

6-month extension. Filing Form 4868 gives individuals an automatic 6-month extension to file, but not an extension of time to pay.
IRS, 2026
Entity + deadline. Leap records individual or business, entity type, the service needed, and any deadline on each new-client call.
No tax advice. Leap answers firm facts you approve, such as fees and drop-off hours, and takes a message for tax questions.
Request, not a guess. Leap takes the appointment request and your office confirms, or books directly with Google Calendar connected.

What calls does an accounting firm get?

Accounting calls are seasonal and repetitive. Many are the same document and deadline questions, asked by different clients in the same weeks.

Tax appointment requests
Returning and new clients asking for a slot. Leap takes the request and their preferred times.
Document questions
"What do I bring?", "Did you get my 1099?", "Where do I upload?" Leap answers your approved checklist and drop-off steps, and takes a message to confirm receipt.
IRS and state letters
Leap records the notice number and date on the letter and marks it for a CPA.
Bookkeeping and payroll
Leap takes new business inquiries with the entity type and number of employees.

Deadlines that shape the calls

The IRS lists April 15, 2026 as the 2025 individual filing date for calendar-year filers, and says Form 4868 gives an automatic 6-month extension to file, though "an extension of time to file is not an extension of time to pay" (irs.gov/filing/individuals/when-to-file). That puts two peaks on most firms' phones: February to April 15, and the weeks before the October 15 extension deadline.

You can approve a card with your firm's own cutoff for taking new returns, and Leap tells callers.

A sample accounting call

With the default greeting, a caller hears: "Good morning. This is Sophie from Patel and Company CPAs. How can I help?"

From your approved facts Leap can answer "Are you taking new clients this season?", "What does a basic return cost?", and "Where do I drop off documents?". Questions about the caller's own taxes become messages for a preparer.

Which accounting calls go to a person?

IRS notices with response dates, audit letters, payroll emergencies, and anyone asking for tax advice. Leap can text your team mid-call marked urgent. You can turn on live transfer during the hours you list as open; it tries once, then takes a callback. Routing rules can send business clients to one partner and individual returns to another.

Hours in and out of season

During tax season, use Ring me first so your front desk answers when it can and Leap catches the overflow. Outside season, many firms forward every call after close. Leap does not switch modes on a timer; use your phone system's schedule or dial the code.

How it works

01
Paste your firm website.
Leap reads your services, fees, staff, and office hours.
02
Check the cards.
Add your document checklist, drop-off and upload steps, and new-client cutoff.
03
Forward your main line.
Ring me first in season, and forward every call after close.

Frequently asked questions

Does Leap give tax advice?

No. It answers firm facts you approve, such as fees and document steps, and takes a message for any question about the caller's taxes.

What does Leap ask a new tax client?

Individual or business, entity type for businesses, the service they need, whether they filed last year, any deadline, and how they found the firm.

What happens when a client calls about an IRS letter?

Leap records the notice number and date on the letter and marks the call for a CPA. It can text your team mid-call if you want those flagged right away.

Can Leap tell clients what documents to bring?

Yes, from the checklist you approve. Leap can't confirm you received a document, so it takes a message for that.

Can Leap book tax appointments?

With Google Calendar connected, it can book open slots. Without it, Leap takes a request your office confirms. It does not move or cancel appointments.

Can Leap tell callers you're not taking new returns?

Yes. Add a card with your cutoff, and Leap tells callers and takes their details for next season if you want.

What do we see during the April rush?

A text and email summary for each answered call, and an inbox with recordings and transcripts you can sort by AI columns such as "Service" or "IRS notice".

When are the main IRS deadlines?

The IRS lists April 15, 2026 for calendar-year individual returns, with an automatic 6-month extension to file through Form 4868. The extension does not extend the time to pay.